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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 18 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 INGR INGREDION INC Consumer Defensive 165,004.0 $15.6M 0.01% +8K +5.3% $94.69 +11.4%
342 YSS YORK SPACE SYSTEMS INC Technology 632,624.0 $15.6M 0.01% +217K +52.3% $24.62 -57.7%
343 LAMR LAMAR ADVERTISING CO Real Estate 99,826.0 $15.6M 0.01% +13K +15.1% $155.98 -2.7%
344 MIR MIRION TECHNOLOGIES INC Industrials 849,475.0 $15.2M 0.01% +391K +85.3% $17.93 -14.5%
345 PLMR PALOMAR HLDGS INC Financial Services 120,286.0 $15.2M 0.01% +27K +29.1% $126.39 +2.6%
346 POR PORTLAND GEN ELEC CO Utilities 292,689.0 $15.2M 0.01% +67K +29.8% $51.83 -2.5%
347 RALLIANT CORP 205,950.0 $15.2M 0.01% +24K +12.9% $73.63
348 G GENPACT LIMITED Technology 548,403.0 $15.1M 0.01% +5K +0.9% $27.51 +26.0%
349 AMERICA MOVIL SAB DE CV 578,707.0 $15.0M 0.01% +352K +155.2% $25.99
350 CXT CRANE NXT CO Industrials 293,701.0 $15.0M 0.01% +117K +66.6% $51.16 -6.4%
351 DFSB DIMENSIONAL ETF TRUST 285,526.0 $14.9M 0.01% +24K +9.3% $52.11 -2.8%
352 PHG KONINKLIJKE PHILIPS N V Healthcare 546,308.0 $14.9M 0.01% +59K +12.2% $27.19 -0.3%
353 COIN COINBASE GLOBAL INC Financial Services 100,784.0 $14.7M 0.01% +46K +84.9% $146.19 +0.0%
354 VIST VISTA ENERGY S.A.B. DE C.V. Energy 230,296.0 $14.7M 0.01% +47K +25.4% $63.80 +9.3%
355 AR ANTERO RESOURCES CORP Energy 414,277.0 $14.6M 0.01% +42K +11.2% $35.14 +5.4%
356 EL LAUDER ESTEE COS INC Consumer Defensive 183,954.0 $14.5M 0.01% +107K +140.1% $78.95 +6.7%
357 MAA MID-AMER APT CMNTYS INC Real Estate 103,772.0 $14.4M 0.01% +10K +11.1% $138.94 -6.3%
358 GRAB GRAB HOLDINGS LIMITED Technology 3,789,551.0 $14.3M 0.01% +125K +3.4% $3.77 -8.5%
359 HSBC HSBC HLDGS PLC Financial Services 149,306.0 $14.2M 0.01% +7K +5.0% $95.09 +8.5%
360 GNRC GENERAC HLDGS INC Industrials 48,309.0 $14.1M 0.01% +13K +35.8% $292.82 -27.8%
Page 18 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%