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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 47 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PINS PINTEREST INC Communication Services 413,671.0 $7.6M 0.01% +18K +4.5% $18.35 +2.5%
922 STC STEWART INFORMATION SVCS COR Financial Services 123,211.0 $7.6M 0.01% +33K +36.8% $61.58 +10.6%
923 RALLIANT CORP 182,342.0 $7.6M 0.01% +120K +193.7% $41.59
924 KALU KAISER ALUMINIUM CORPORATION Basic Materials 62,842.0 $7.6M 0.01% +23K +59.2% $120.51 +40.6%
925 MIRM MIRUM PHARMACEUTICALS INC Healthcare 81,109.0 $7.5M 0.01% +35K +76.0% $92.38 +9.0%
926 GSL GLOBAL SHIP LEASE INC Industrials 200,806.0 $7.5M 0.01% +69K +51.8% $37.23 +10.0%
927 CART MAPLEBEAR INC Consumer Cyclical 199,153.0 $7.5M 0.01% +41K +26.1% $37.46 +7.0%
928 ATRC ATRICURE INC Healthcare 260,788.0 $7.4M 0.01% +102K +64.7% $28.53 +1.0%
929 DRS LEONARDO DRS INC Industrials 166,916.0 $7.4M 0.01% +71K +73.6% $44.52 +0.1%
930 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 316,398.0 $7.4M 0.01% +89K +39.0% $23.39 -1.6%
931 GTLB GITLAB INC Technology 340,455.0 $7.4M 0.01% +105K +44.3% $21.64 +18.4%
932 DIGITALBRIDGE GROUP INC 475,884.0 $7.3M 0.01% +62K +15.0% $15.42
933 SFM SPROUTS FMRS MKT INC Consumer Defensive 95,074.0 $7.3M 0.01% +24K +34.1% $77.13 +14.7%
934 BKH BLACK HILLS CORP Utilities 105,346.0 $7.3M 0.01% +16K +17.9% $69.41 +6.8%
935 VPG VISHAY PRECISION GROUP INC Technology 167,086.0 $7.3M 0.01% +70K +71.3% $43.42 +131.9%
936 CHEF CHEFS WHSE INC Consumer Defensive 121,984.0 $7.3M 0.01% +39K +46.9% $59.45 +31.3%
937 RHI ROBERT HALF INC. Industrials 284,936.0 $7.2M 0.01% +177K +163.7% $25.40 +3.3%
938 KFRC KFORCE INC Industrials 246,709.0 $7.2M 0.01% +99K +66.7% $29.24 +40.6%
939 QRVO QORVO INC Technology 93,188.0 $7.2M 0.01% +11K +13.1% $77.40 +27.6%
940 PKE PARK AEROSPACE CORP Industrials 263,034.0 $7.2M 0.01% +141K +116.2% $27.38 +23.7%
Page 47 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%