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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 20 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AHR AMERICAN HEALTHCARE REIT INC Real Estate 245,369.0 $12.8M 0.01% +50K +25.7% $52.15 +6.9%
382 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 290,405.0 $12.7M 0.01% +19K +6.9% $43.76 -4.6%
383 SEI EXCHANGE TRADED FUNDS 313,028.0 $12.6M 0.01% +106K +51.3% $40.10
384 PAYX PAYCHEX INC Industrials 127,631.0 $12.5M 0.01% +1K +1.1% $98.31 +25.0%
385 DFAC DIMENSIONAL ETF TRUST 282,580.0 $12.5M 0.01% +36K +14.5% $44.36 +2.3%
386 CARG CARGURUS INC Consumer Cyclical 365,246.0 $12.5M 0.01% +66K +22.2% $34.09 +8.2%
387 SJM SMUCKER J M CO Consumer Defensive 110,463.0 $12.4M 0.01% +13K +13.5% $112.57 +9.3%
388 BELFB BEL FUSE INC Technology 37,288.0 $12.4M 0.01% +2K +4.5% $333.04 -21.2%
389 BHE BENCHMARK ELECTRS INC Technology 123,351.0 $12.2M 0.01% +849.0 +0.7% $98.67 -25.7%
390 IREN IREN LIMITED Financial Services 264,606.0 $12.1M 0.01% +259K +4285.2% $45.73 -6.8%
391 PATHWARD FINANCIAL INC 138,462.0 $12.1M 0.01% +7K +5.4% $87.06
392 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 307,172.0 $12.0M 0.01% +47K +18.1% $38.96 +9.4%
393 TOST TOAST INC Technology 429,776.0 $12.0M 0.01% +80K +23.0% $27.82 +27.0%
394 IMAX IMAX CORP Communication Services 299,546.0 $11.9M 0.01% +115K +61.9% $39.86 +32.3%
395 FPS FORGENT POWER SOLUTIONS INC Industrials 212,545.0 $11.9M 0.01% +127K +147.4% $55.86 -40.3%
396 HNGE HINGE HEALTH INC Healthcare 143,004.0 $11.9M 0.01% +57K +67.0% $83.00 +3.2%
397 INSTALLED BLDG PRODS INC 51,320.0 $11.8M 0.01% +2K +3.5% $229.85
398 POWL POWELL INDS INC Industrials 41,102.0 $11.8M 0.01% +25K +153.7% $286.36 -31.1%
399 U UNITY SOFTWARE INC Technology 411,602.0 $11.8M 0.01% +101K +32.6% $28.58 +62.8%
400 UFPT UFP TECHNOLOGIES INC Healthcare 44,185.0 $11.7M 0.01% +18K +68.0% $265.14 +14.7%
Page 20 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%