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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 42 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WEBULL CORP 125,922.0 $821K 0.00% +81K +178.2% $6.52
822 QS QUANTUMSCAPE CORP Consumer Cyclical 107,453.0 $812K 0.00% +46K +74.3% $7.56 -24.1%
823 CERS CERUS CORP Healthcare 274,632.0 $802K 0.00% +240K +692.0% $2.92 -2.6%
824 LIBERTY MEDIA CORP DEL 9,106.0 $797K 0.00% +130.0 +1.4% $87.57
825 DISV DIMENSIONAL ETF TRUST 19,837.0 $796K 0.00% +3K +19.0% $40.13 +9.8%
826 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 14,758.0 $787K 0.00% +1K +10.0% $53.30 +6.4%
827 PELAGOS INS CAP LTD 32,203.0 $784K 0.00% +22K +207.0% $24.35
828 BHF BRIGHTHOUSE FINL INC Financial Services 12,378.0 $784K 0.00% +2K +14.5% $63.31 -16.8%
829 ARDX ARDELYX INC Healthcare 152,059.0 $776K 0.00% +18K +13.1% $5.10 -20.5%
830 WHG WESTWOOD HLDGS GROUP INC Financial Services 40,419.0 $774K 0.00% +9K +27.7% $19.16 +2.6%
831 ACDC PROFRAC HLDG CORP Energy 132,664.0 $771K 0.00% +33K +32.7% $5.81 -19.1%
832 STNE STONECO LTD Technology 70,448.0 $764K 0.00% +3K +5.1% $10.84 -13.4%
833 MGNX MACROGENICS INC Healthcare 164,704.0 $761K 0.00% +133K +425.9% $4.62 -10.1%
834 TRMK TRUSTMARK CORP Financial Services 16,498.0 $759K 0.00% +8K +103.0% $46.01 +1.6%
835 JOBY JOBY AVIATION INC Industrials 83,950.0 $749K 0.00% +14K +20.8% $8.92 -14.1%
836 IYC ISHARES TR 7,402.0 $748K 0.00% +3K +73.0% $101.10 +2.4%
837 CAPL CROSSAMERICA PARTNERS LP Energy 33,335.0 $747K 0.00% +20K +148.7% $22.42 +5.8%
838 PGEN PRECIGEN INC Healthcare 126,882.0 $723K 0.00% +115K +975.4% $5.70 +24.5%
839 VSTS VESTIS CORPORATION Industrials 49,760.0 $723K 0.00% +20K +69.6% $14.52 -9.8%
840 NEXTERA ENERGY INC 13,550.0 $720K 0.00% +2K +12.8% $53.14
Page 42 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%