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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 73 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BNS BANK NOVA SCOTIA B C Financial Services 30,810.0 $2.1M 0.00% +6K +25.6% $69.31 +14.5%
1442 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 115,383.0 $2.1M 0.00% +31K +36.0% $18.49 +16.2%
1443 FA FIRST ADVANTAGE CORP NEW Industrials 181,210.0 $2.1M 0.00% +46K +33.6% $11.76 +24.8%
1444 MLR MILLER INDS INC TENN Consumer Cyclical 46,565.0 $2.1M 0.00% +26K +124.1% $45.55 +0.1%
1445 MOV MOVADO GROUP INC Consumer Cyclical 86,669.0 $2.1M 0.00% +62K +248.8% $24.42 +10.7%
1446 KVYO KLAVIYO INC Technology 108,364.0 $2.1M 0.00% +36K +48.9% $19.46 -23.7%
1447 TILE INTERFACE INC Consumer Cyclical 84,520.0 $2.1M 0.00% +3K +3.8% $24.92 +15.2%
1448 EBF ENNIS INC Industrials 97,482.0 $2.1M 0.00% +27K +39.2% $21.42 -7.0%
1449 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 16,663.0 $2.1M 0.00% +5K +42.2% $124.65 -8.1%
1450 WRBY WARBY PARKER INC Healthcare 98,502.0 $2.1M 0.00% +19K +23.4% $21.07 +15.1%
1451 INGRAM MICRO HLDG CORP 88,762.0 $2.1M 0.00% +38K +73.8% $23.31
1452 APOG APOGEE ENTERPRISES INC Industrials 61,565.0 $2.1M 0.00% +31K +99.8% $33.54 +2.6%
1453 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 143,874.0 $2.1M 0.00% +131K +1049.1% $14.35 -21.2%
1454 HFWA HERITAGE FINL CORP WASH Financial Services 79,334.0 $2.1M 0.00% +34K +74.4% $26.00 +2.9%
1455 GTLS CHART INDS INC Industrials 9,976.0 $2.1M 0.00% +2K +28.1% $206.74 +0.8%
1456 INMD INMODE LTD Healthcare 150,343.0 $2.1M 0.00% +22K +17.1% $13.68 +1.7%
1457 HRL HORMEL FOODS CORP Consumer Defensive 90,596.0 $2.1M 0.00% +47K +107.6% $22.65 -7.8%
1458 APPN APPIAN CORP Technology 85,099.0 $2.1M 0.00% +6K +7.7% $24.11 -13.5%
1459 STRA STRATEGIC ED INC Consumer Defensive 24,667.0 $2.0M 0.00% +12K +91.9% $82.96 -5.2%
1460 AVPT AVEPOINT INC Technology 214,753.0 $2.0M 0.00% +61K +40.0% $9.51 +6.2%
Page 73 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%