SEI INVESTMENTS CO

CIK

350894

City

OAKS

State / Country

Stock

VMI — Valmont Industries Inc

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	$115,500,502	289,062	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$118,467,951	294,462	+1.2%	Shares	Sole	2026-02-13
2025-09-30	$112,809,267	290,948	+3.1%	Shares	Sole	2025-11-13
2025-06-30	$92,168,830	282,233	+3.4%	Shares	Sole	2025-08-14
2025-03-31	$77,900,301	272,980	-0.1%	Shares	Defined	2025-05-14
2024-12-31	$83,813,523	273,302	+8.2%	Shares	Sole	2025-02-11
2024-09-30	$73,229,191	252,558	+27.5%	Shares	Sole	2024-11-12
2024-06-30	$54,372,935	198,116	+794.2%	Shares	Sole	2024-08-13
2024-03-31	$5,057,543	22,155	-13.3%	Shares	Sole	2024-05-07
2023-12-31	$5,968,981	25,562	-0.8%	Shares	Sole	2024-02-14
2023-09-30	$6,192,853	25,781	-48.5%	Shares	Sole	2023-11-14
2023-06-30	$14,557,738	50,018	+63.7%	Shares	Sole	2023-08-11
2023-03-31	$9,758,154	30,563	-10.7%	Shares	Sole	2023-05-12
2022-12-31	$11,313,542	34,214	-3.8%	Shares	Defined	2023-02-10
2022-09-30	$9,552,394	35,561	+3.1%	Shares	Defined	2022-11-14
2022-06-30	$7,749,510	34,499	+11.4%	Shares	Sole	2022-08-15
2022-03-31	$7,388,487	30,966	-4.2%	Shares	Sole	2022-05-13
2021-12-31	$8,098,414	32,329	+13.8%	Shares	Sole	2022-02-14
2021-09-30	$6,682,345	28,421	+5.5%	Shares	Sole	2021-11-12
2021-06-30	$6,357,533	26,933	+4.6%	Shares	Sole	2021-08-06
2021-03-31	$6,116,912	25,737	+69.0%	Shares	Sole	2021-05-12
2020-12-31	$2,664,533	15,232	-11.9%	Shares	Sole	2021-02-08
2020-09-30	$2,146,451	17,285	+4.8%	Shares	Sole	2020-12-04
2020-06-30	$1,874,501	16,498	-23.6%	Shares	Sole	2020-08-17
2020-03-31	$2,288,107	21,590	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.