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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 37 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NMRK NEWMARK GROUP INC Real Estate 814,101.0 $12.2M 0.01% +72K +9.6% $14.99 -6.9%
722 EEFT EURONET WORLDWIDE INC Technology 182,913.0 $12.1M 0.01% +9K +5.1% $66.37 +1.2%
723 NPK INTERNATIONAL INC 837,157.0 $12.1M 0.01% +459K +121.6% $14.49
724 CE CELANESE CORP DEL Basic Materials 184,226.0 $12.1M 0.01% +66K +55.5% $65.77 -18.7%
725 ECVT ECOVYST INC Basic Materials 938,031.0 $12.1M 0.01% +418K +80.3% $12.86 +12.1%
726 HAS HASBRO INC Consumer Cyclical 128,551.0 $12.0M 0.01% +17K +14.9% $93.60 +3.8%
727 KRYS KRYSTAL BIOTECH INC Healthcare 46,570.0 $12.0M 0.01% +14K +44.1% $258.32 +13.5%
728 BCO BRINKS CO Industrials 115,876.0 $12.0M 0.01% +34K +40.7% $103.63 +2.9%
729 BKU BANKUNITED INC Financial Services 264,506.0 $11.9M 0.01% +31K +13.3% $45.16 +2.5%
730 PACS PACS GROUP INC Financial Services 370,501.0 $11.9M 0.01% +25K +7.4% $32.12 +14.3%
731 POR PORTLAND GEN ELEC CO Utilities 225,475.0 $11.9M 0.01% +62K +38.0% $52.77 -6.6%
732 SLGN SILGAN HLDGS INC Consumer Cyclical 305,800.0 $11.9M 0.01% +24K +8.3% $38.80 -4.4%
733 AXSM AXSOME THERAPEUTICS INC. Healthcare 70,064.0 $11.8M 0.01% +22K +47.2% $169.02 +36.4%
734 EXPD EXPEDITORS INTL WASH INC Industrials 82,669.0 $11.8M 0.01% +12K +16.8% $143.23 +10.0%
735 A AGILENT TECHNOLOGIES INC Healthcare 103,725.0 $11.8M 0.01% +594.0 +0.6% $113.99 -0.2%
736 IONS IONIS PHARMACEUTICALS INC Healthcare 157,222.0 $11.8M 0.01% +41K +35.6% $75.09 -1.7%
737 CNXC CONCENTRIX CORP Technology 431,229.0 $11.8M 0.01% +143K +49.7% $27.36 -11.3%
738 SM SM ENERGY COMPANY Energy 377,939.0 $11.8M 0.01% +90K +31.3% $31.18 +10.1%
739 HSBC HSBC HLDGS PLC Financial Services 142,229.0 $11.7M 0.01% +4K +3.2% $82.48 +7.3%
740 PATHWARD FINANCIAL INC 131,371.0 $11.7M 0.01% +124K +1637.5% $89.23
Page 37 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%