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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 10 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KRG KITE REALTY GROUP TRUST Real Estate 1,520,803.0 $43.2M 0.04% +45K +3.0% $28.38 -6.9%
182 HALO HALOZYME THERAPEUTICS INC Healthcare 551,116.0 $43.1M 0.04% +93K +20.4% $78.27 +33.3%
183 FROG JFROG LTD Technology 471,979.0 $42.9M 0.04% +3K +0.7% $90.88 +2.3%
184 HSY HERSHEY CO Consumer Defensive 238,997.0 $41.9M 0.04% +32K +15.5% $175.45 +4.7%
185 OTIS OTIS WORLDWIDE CORP Industrials 574,680.0 $41.1M 0.04% +44K +8.3% $71.60 -0.9%
186 IVV ISHARES TR 54,251.0 $40.6M 0.04% +45K +468.6% $748.89 +3.1%
187 BIDU BAIDU INC Communication Services 351,916.0 $40.2M 0.04% +67K +23.4% $114.29 -20.7%
188 APA APA CORPORATION Energy 1,229,495.0 $40.0M 0.04% +258K +26.6% $32.57 +28.3%
189 INDA ISHARES TR 808,775.0 $39.9M 0.04% +169K +26.4% $49.39 +0.1%
190 EEM ISHARES TR 582,678.0 $39.9M 0.04% +168K +40.5% $68.41 -4.5%
191 AMG AFFILIATED MANAGERS GROUP Financial Services 117,142.0 $39.6M 0.04% +9K +8.8% $338.43 +8.2%
192 TGT TARGET CORP Consumer Defensive 302,777.0 $39.5M 0.04% +25K +9.2% $130.59 +16.8%
193 ITT ITT INC Industrials 199,825.0 $39.5M 0.04% +85K +74.0% $197.76 +9.2%
194 CGMM CAPITAL GROUP EQUITY ETF TR 1,192,327.0 $39.3M 0.04% +215K +22.0% $32.97 +0.9%
195 ZION ZIONS BANCORPORATION NATL AS Financial Services 560,072.0 $38.8M 0.03% +163K +41.2% $69.19 +2.7%
196 ESGD ISHARES TR 375,979.0 $38.7M 0.03% +7K +1.9% $102.81 +3.5%
197 BYD BOYD GAMING CORP Consumer Cyclical 436,761.0 $38.6M 0.03% +237K +118.7% $88.33 -5.4%
198 J JACOBS SOLUTIONS INC Industrials 302,575.0 $38.1M 0.03% +104K +52.4% $126.00 +14.1%
199 MTCH MATCH GROUP INC NEW Communication Services 991,268.0 $37.7M 0.03% +388K +64.4% $38.05 +1.5%
200 LUV SOUTHWEST AIRLS CO Industrials 732,177.0 $37.6M 0.03% +140K +23.6% $51.42 -16.9%
Page 10 of 49  ·  978 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%