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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 56 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 RDN RADIAN GROUP INC Financial Services 153,447.0 $5.1M 0.01% +23K +17.2% $33.08 +13.7%
1102 DHX DHI GROUP INC Industrials 1,804,281.0 $5.1M 0.01% +941K +108.9% $2.81 +24.6%
1103 RM REGIONAL MGMT CORP Financial Services 157,151.0 $5.1M 0.01% +85K +117.9% $32.25 +8.4%
1104 NJR NEW JERSEY RES CORP Utilities 92,243.0 $5.1M 0.01% +7K +8.3% $54.92 +4.1%
1105 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 225,532.0 $5.1M 0.01% +119K +112.6% $22.40 +8.0%
1106 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 139,682.0 $5.0M 0.01% +110K +371.5% $36.10 +2.7%
1107 ANDE ANDERSONS INC Consumer Defensive 70,203.0 $5.0M 0.01% +29K +71.9% $71.78 -2.1%
1108 OLN OLIN CORP Basic Materials 169,374.0 $5.0M 0.01% +97K +132.5% $29.73 -12.5%
1109 BRC BRADY CORP Industrials 61,870.0 $5.0M 0.01% +55K +754.2% $81.24 +4.1%
1110 TENB TENABLE HLDGS INC Technology 296,604.0 $5.0M 0.01% +195K +192.5% $16.92 +50.8%
1111 GHM GRAHAM CORP Industrials 63,553.0 $5.0M 0.01% +24K +62.4% $78.92 +17.4%
1112 GEOS GEOSPACE TECHNOLOGIES CORP Energy 410,906.0 $5.0M 0.01% +214K +108.6% $12.20 -33.0%
1113 S SENTINELONE INC Technology 388,450.0 $5.0M 0.01% +125K +47.7% $12.88 +39.5%
1114 MKTX MARKETAXESS HLDGS INC Financial Services 30,231.0 $5.0M 0.01% +16K +113.1% $164.97 -17.4%
1115 TNET TRINET GROUP INC Industrials 136,894.0 $5.0M 0.01% +71K +107.4% $36.43 +17.0%
1116 NOMD NOMAD FOODS LTD Consumer Defensive 518,813.0 $5.0M 0.01% +211K +68.7% $9.61 +5.4%
1117 DAC DANAOS CORPORATION Industrials 44,248.0 $5.0M 0.01% +22K +99.1% $112.64 +17.8%
1118 CBNK CAPITAL BANCORP INC MD Financial Services 167,222.0 $5.0M 0.01% +85K +104.1% $29.74 +6.1%
1119 RGP RESOURCES CONNECTION INC Industrials 1,329,568.0 $5.0M 0.01% +701K +111.5% $3.73 +19.0%
1120 OMCL OMNICELL COM Healthcare 148,394.0 $5.0M 0.01% +26K +21.1% $33.38 +31.1%
Page 56 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%