SEI INVESTMENTS CO

CIK

350894

City

OAKS

State / Country

Stock

TMHC — Taylor Morrison Home Corp

Top Portfolio Positions

2,890 positions · $83,738,513,561 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	21,684,924	$3,781,850,745	4.52%
AAPL	Apple Inc. Technology	11,250,613	$2,855,293,072	3.41%
MSFT	Microsoft Corp Technology	7,000,712	$2,591,453,560	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	10,492,826	$2,185,340,870	2.61%
AVGO	Broadcom Inc. Technology	5,075,086	$1,570,789,866	1.88%
GOOGL	Alphabet Inc. Communication Services	4,169,123	$1,198,873,009	1.43%
META	Meta Platforms, Inc. Communication Services	1,971,374	$1,127,882,205	1.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	2,591,510	$875,800,803	1.05%
LLY	ELI LILLY & Co Healthcare	767,347	$705,782,748	0.84%
MA	Mastercard Inc Financial Services	1,243,557	$621,355,689	0.74%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,347,443	332,202	+7.7%	Shares	Defined	2026-05-13
2025-12-31	$18,162,571	308,520	-0.5%	Shares	Defined	2026-02-13
2025-09-30	$20,472,075	310,136	+8.1%	Shares	Defined	2025-11-13
2025-06-30	$17,615,132	286,798	-36.2%	Shares	Defined	2025-08-14
2025-03-31	$26,982,394	449,407	-7.6%	Shares	Defined	2025-05-14
2024-12-31	$29,763,361	486,250	+18.4%	Shares	Defined	2025-02-11
2024-09-30	$28,860,628	410,769	+20.6%	Shares	Defined	2024-11-12
2024-06-30	$18,882,475	340,593	-7.2%	Shares	Defined	2024-08-13
2024-03-31	$22,815,580	366,987	+36.7%	Shares	Defined	2024-05-07
2023-12-31	$14,321,699	268,448	-12.4%	Shares	Defined	2024-02-14
2023-09-30	$13,052,805	306,332	-0.4%	Shares	Defined	2023-11-14
2023-06-30	$14,999,309	307,552	+26.9%	Shares	Defined	2023-08-11
2023-03-31	$9,270,587	242,305	+11.3%	Shares	Defined	2023-05-12
2022-12-31	$6,609,166	217,765	-7.5%	Shares	Defined	2023-02-10
2022-09-30	$5,491,835	235,499	-4.8%	Shares	Defined	2022-11-14
2022-06-30	$5,777,160	247,310	+10.6%	Shares	Defined	2022-08-15
2022-03-31	$6,084,485	223,530	+90.3%	Shares	Defined	2022-05-13
2021-12-31	$4,107,380	117,488	+463.4%	Shares	Sole	2022-02-14
2021-09-30	$537,590	20,853	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$546,708	20,693	+14.4%	Shares	Sole	2021-08-06
2021-03-31	$557,537	18,096	-11.2%	Shares	Sole	2021-05-12
2020-12-31	$522,592	20,374	-66.7%	Shares	Sole	2021-02-08
2020-09-30	$1,503,405	61,139	+59.1%	Shares	Defined	2020-12-04
2020-06-30	$741,410	38,435	+0.8%	Shares	Defined	2020-08-17
2020-03-31	$419,485	38,135	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.