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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
Q1 2026 Q4 2025 · All 254 New 2032 Added 733 Reduced 144 Exited
Page 29 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LII LENNOX INTL INC Industrials 40,449.0 $18.8M 0.02% +17K +71.7% $464.12 +4.0%
562 LNC LINCOLN NATL CORP IND Financial Services 522,832.0 $18.6M 0.02% +46K +9.5% $35.50 -3.3%
563 DLB DOLBY LABORATORIES INC Technology 308,307.0 $18.5M 0.02% +64K +26.4% $60.06 -11.1%
564 MTCH MATCH GROUP INC NEW Communication Services 602,832.0 $18.5M 0.02% +83K +16.0% $30.71 +15.1%
565 TCOM TRIP COM GROUP LTD Consumer Cyclical 370,430.0 $18.4M 0.02% +74K +24.8% $49.79 -1.7%
566 VCLT VANGUARD SCOTTSDALE FDS 246,292.0 $18.4M 0.02% +69K +39.2% $74.72 -1.1%
567 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 87,477.0 $18.3M 0.02% +30K +51.4% $209.08 +18.2%
568 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 359,459.0 $18.3M 0.02% +37K +11.5% $50.80 -13.0%
569 RLI RLI CORP Financial Services 320,071.0 $18.3M 0.02% +64K +24.9% $57.04 -8.6%
570 PYPL PAYPAL HLDGS INC Financial Services 402,646.0 $18.2M 0.02% +65K +19.1% $45.23 -3.1%
571 IWD ISHARES TR 84,966.0 $18.2M 0.02% +50K +142.5% $213.67 +9.4%
572 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,104,273.0 $18.1M 0.02% +184K +20.0% $16.43 +17.5%
573 AMKR AMKOR TECHNOLOGY INC Technology 401,815.0 $18.1M 0.02% +102K +33.8% $45.03 +52.1%
574 BDC BELDEN INC Technology 155,869.0 $17.9M 0.02% +13K +9.4% $114.83 -8.1%
575 NVO NOVO-NORDISK A S Healthcare 486,550.0 $17.9M 0.02% +170K +53.7% $36.75 +20.5%
576 PNW PINNACLE WEST CAP CORP Utilities 177,298.0 $17.9M 0.02% +31K +20.8% $100.75 +0.7%
577 ILMN ILLUMINA INC Healthcare 144,223.0 $17.8M 0.02% +53K +58.0% $123.26 +14.9%
578 CUBI CUSTOMERS BANCORP INC Financial Services 254,971.0 $17.7M 0.02% +74K +41.2% $69.41 +5.6%
579 INGR INGREDION INC Consumer Defensive 156,712.0 $17.7M 0.02% +6K +3.9% $112.66 -10.9%
580 WTS WATTS WATER TECHNOLOGIES INC Industrials 60,651.0 $17.6M 0.02% +8K +14.6% $290.27 +2.0%
Page 29 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 28.3%
Financial Services 12.4%
Industrials 11.8%
Healthcare 10.5%
Consumer Cyclical 10.2%
Communication Services 8.1%
Real Estate 5.5%
Energy 3.8%
Consumer Defensive 3.4%
Basic Materials 3.2%