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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 22 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KBR KBR INC Industrials 307,760.0 $10.6M 0.01% +31K +11.2% $34.53 +9.8%
422 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 423,941.0 $10.6M 0.01% +4K +1.0% $25.06 +14.3%
423 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 145,479.0 $10.6M 0.01% +37K +33.6% $72.53 +9.7%
424 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 439,633.0 $10.4M 0.01% +8K +1.8% $23.58 +4.1%
425 DKNG DRAFTKINGS INC NEW Consumer Cyclical 410,231.0 $10.4M 0.01% +23K +5.9% $25.26 -0.9%
426 NATWEST GROUP PLC 587,496.0 $10.4M 0.01% +21K +3.7% $17.63
427 KT KT CORP Communication Services 598,652.0 $10.3M 0.01% +25K +4.3% $17.28 +8.0%
428 MLPA GLOBAL X FDS 192,242.0 $10.2M 0.01% +8K +4.4% $53.08 +6.4%
429 STNG SCORPIO TANKERS INC Energy 146,687.0 $10.2M 0.01% +28K +23.5% $69.27 +13.2%
430 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 323,504.0 $9.9M 0.01% +66K +25.8% $30.71 +17.4%
431 BKLN INVESCO EXCH TRADED FD TR II 472,695.0 $9.6M 0.01% +298K +170.8% $20.37 +1.1%
432 SRRK SCHOLAR ROCK HLDG CORP Healthcare 173,623.0 $9.5M 0.01% +30K +21.1% $55.00 +0.5%
433 ONDS ONDAS INC Technology 1,154,717.0 $9.5M 0.01% +64K +5.8% $8.24 +1.7%
434 GENI GENIUS SPORTS LIMITED Communication Services 1,567,874.0 $9.5M 0.01% +420K +36.5% $6.06 +30.9%
435 RVMD REVOLUTION MEDICINES INC Healthcare 50,560.0 $9.5M 0.01% +20K +64.2% $187.28 +13.1%
436 TOL TOLL BROTHERS INC Consumer Cyclical 57,211.0 $9.4M 0.01% +17K +42.7% $164.75 -11.9%
437 CSTM CONSTELLIUM SE Basic Materials 289,041.0 $9.2M 0.01% +57K +24.7% $31.87 -16.8%
438 GIS GENERAL MILLS INC Consumer Defensive 264,675.0 $9.2M 0.01% +34K +14.9% $34.80 +13.8%
439 LPTH LIGHTPATH TECHNOLOGIES INC Technology 557,554.0 $9.1M 0.01% +19K +3.5% $16.35 -20.4%
440 QFIN QFIN HOLDINGS INC Financial Services 576,192.0 $9.1M 0.01% +216K +60.1% $15.81 -27.6%
Page 22 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%