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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 51 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 HUT 8 CORP 137,624.0 $6.5M 0.01% +58K +73.7% $46.91
1002 AHCO ADAPTHEALTH CORP Healthcare 541,331.0 $6.4M 0.01% +82K +17.8% $11.90 -11.5%
1003 TNC TENNANT CO Industrials 96,879.0 $6.4M 0.01% +39K +67.4% $66.40 +24.8%
1004 PETROLEO BRASILEIRO S A 342,786.0 $6.4M 0.01% +190K +123.7% $18.75
1005 NBBK NB BANCORP INC Financial Services 302,181.0 $6.4M 0.01% +158K +110.2% $21.07 -5.6%
1006 ACA ARCOSA INC Industrials 59,845.0 $6.4M 0.01% +24K +66.3% $106.14 +12.3%
1007 ASTE ASTEC INDS INC Industrials 117,632.0 $6.3M 0.01% +19K +19.4% $53.84 -9.7%
1008 BKD BROOKDALE SR LIVING INC Healthcare 460,330.0 $6.3M 0.01% +230K +100.0% $13.68 -2.2%
1009 ICUI ICU MED INC Healthcare 48,632.0 $6.3M 0.01% +14K +40.8% $129.15 +1.7%
1010 UE URBAN EDGE PPTYS Real Estate 314,301.0 $6.3M 0.01% +112K +55.1% $19.98 +10.0%
1011 PECO PHILLIPS EDISON & CO INC Real Estate 167,443.0 $6.3M 0.01% +15K +9.8% $37.42 +8.3%
1012 WAL WESTERN ALLIANCE BANCORP Financial Services 88,282.0 $6.3M 0.01% +26K +42.1% $70.85 +8.7%
1013 BEPC BROOKFIELD RENEWABLE CORP Utilities 156,629.0 $6.2M 0.01% +72K +84.7% $39.83 -5.5%
1014 LINC LINCOLN EDL SVCS CORP Consumer Defensive 152,537.0 $6.2M 0.01% +87K +131.9% $40.68 +15.1%
1015 WBI WATERBRIDGE INFRASTRUCTURE L Energy 231,460.0 $6.2M 0.01% +104K +81.8% $26.79 +13.7%
1016 KTB KONTOOR BRANDS INC Consumer Cyclical 88,085.0 $6.2M 0.01% +21K +31.3% $70.29 -1.3%
1017 SCL STEPAN CO Basic Materials 123,800.0 $6.2M 0.01% +102K +465.5% $49.98 +1.5%
1018 CLX CLOROX CO DEL Consumer Defensive 59,425.0 $6.2M 0.01% +10K +21.1% $103.60 -8.1%
1019 CRY ARTIVION INC 168,012.0 $6.2M 0.01% +54K +47.0% $36.62 -51.2%
1020 MHK MOHAWK INDS INC Consumer Cyclical 62,379.0 $6.1M 0.01% +12K +24.4% $98.46 +3.9%
Page 51 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%