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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $108.4B AUM 6,108 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 254 New 2032 Added 733 Reduced
Page 26 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DECK DECKERS OUTDOOR CORP Consumer Cyclical 226,705.0 $22.7M 0.02% +139K +159.9% $100.09 -8.4%
502 STLD STEEL DYNAMICS INC Basic Materials 125,648.0 $22.6M 0.02% +8K +6.7% $180.00 +27.0%
503 GFI GOLD FIELDS LTD Basic Materials 497,600.0 $22.6M 0.02% +216K +76.6% $45.40 +5.3%
504 PVH PVH CORPORATION Consumer Cyclical 322,712.0 $22.5M 0.02% +20K +6.7% $69.77 +12.5%
505 ESE ESCO TECHNOLOGIES INC Technology 79,692.0 $22.4M 0.02% +23K +41.0% $281.37 +2.1%
506 CHE CHEMED CORP NEW Healthcare 59,243.0 $22.4M 0.02% +15K +32.6% $377.78 +43.1%
507 LUV SOUTHWEST AIRLS CO Industrials 592,515.0 $22.3M 0.02% +304K +105.3% $37.57 +7.5%
508 IQVIA HLDGS INC 130,461.0 $22.2M 0.02% +9K +7.3% $170.54
509 EVR EVERCORE INC Financial Services 74,402.0 $22.2M 0.02% +13K +21.1% $298.52 -2.2%
510 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 283,549.0 $22.1M 0.02% +25K +9.5% $78.03 -1.3%
511 ACI ALBERTSONS COS INC Consumer Defensive 1,297,318.0 $22.1M 0.02% +92K +7.6% $17.04 -27.3%
512 IPGP IPG PHOTONICS CORP Technology 192,688.0 $22.1M 0.02% +157K +445.9% $114.59 -36.1%
513 CRBG COREBRIDGE FINL INC 922,629.0 $22.0M 0.02% +86K +10.2% $23.86
514 FROG JFROG LTD Technology 468,861.0 $22.0M 0.02% +295K +169.0% $46.93 +96.3%
515 ITT ITT INC Industrials 114,867.0 $21.9M 0.02% +15K +15.1% $190.50 +9.2%
516 MTB M & T BK CORP Financial Services 105,248.0 $21.8M 0.02% +11K +11.1% $206.70 +16.3%
517 TW TRADEWEB MKTS INC Financial Services 184,552.0 $21.7M 0.02% +72K +63.6% $117.67 -9.0%
518 NICE NICE LTD Technology 194,717.0 $21.5M 0.02% +19K +10.6% $110.25 -9.1%
519 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 248,193.0 $21.5M 0.02% +37K +17.8% $86.44 +55.7%
520 ECG EVERUS CONSTR GROUP Industrials 181,374.0 $21.4M 0.02% +39K +27.1% $118.06 +6.7%
Page 26 of 102  ·  2,032 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 29.0%
Financial Services 12.6%
Industrials 12.0%
Healthcare 10.7%
Consumer Cyclical 10.5%
Communication Services 6.1%
Real Estate 5.6%
Energy 3.9%
Consumer Defensive 3.5%
Basic Materials 3.3%