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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 47 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FC FRANKLIN COVEY CO Industrials 12,491.0 $306K +806.0 +6.9% $24.53 -22.6%
922 PFFV GLOBAL X FDS 13,869.0 $306K +4K +34.4% $22.03 -0.3%
923 SAFT SAFETY INS GROUP INC Financial Services 4,066.0 $304K +877.0 +27.5% $74.84 +38.1%
924 VOE VANGUARD INDEX FDS 1,533.0 $303K +285.0 +22.8% $197.60 +6.1%
925 PRTA PROTHENA CORP PLC Healthcare 30,877.0 $302K +14K +79.0% $9.79 -11.8%
926 BMO BANK MONTREAL MEDIUM Financial Services 1,691.0 $299K +197.0 +13.2% $176.66 +2.9%
927 STEL STELLAR BANCORP INC Financial Services 7,569.0 $298K +47.0 +0.6% $39.32 +0.0%
928 CAL CALERES INC Consumer Cyclical 23,992.0 $297K +3K +15.4% $12.37 +6.9%
929 BUR BURFORD CAPITAL LIMITED Financial Services 72,127.0 $296K +17K +31.1% $4.10 +2.2%
930 PD PAGERDUTY INC Technology 30,627.0 $296K +15K +93.2% $9.65 +23.7%
931 SDVY FIRST TR EXCHANGE TRADED FD 6,827.0 $295K +237.0 +3.6% $43.14 +2.7%
932 LPL LG DISPLAY CO LTD Technology 71,166.0 $277K +15K +27.6% $3.89 -14.3%
933 WIT WIPRO LTD Technology 121,814.0 $274K +10K +8.5% $2.25 -14.9%
934 VHT VANGUARD WORLD FD 897.0 $268K +57.0 +6.8% $299.12 +6.6%
935 BDN BRANDYWINE RLTY TR Real Estate 82,662.0 $262K +64K +343.1% $3.17 -5.8%
936 WOR WORTHINGTON ENTERPRISES INC Industrials 4,799.0 $258K +198.0 +4.3% $53.77 +6.0%
937 MSEX MIDDLESEX WTR CO Utilities 4,430.0 $249K +322.0 +7.8% $56.17 +5.2%
938 DLNG DYNAGAS LNG PARTNERS LP Energy 71,769.0 $243K +16K +28.0% $3.38 +13.2%
939 ARROWHEAD PHARMACEUTICALS IN 200,000.0 $239K +168K +525.0% $1.19
940 XPERI INC 28,820.0 $237K +18K +176.4% $8.23
Page 47 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%