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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 93 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 FMBH FIRST MID BANCSHARES INC Financial Services 13,885.0 $572K 0.00% +5K +61.7% $41.19 +1.5%
1842 BMRC BANK OF MARIN BANCORP Financial Services 22,011.0 $564K 0.00% +13K +142.0% $25.63 +0.6%
1843 DFUS DIMENSIONAL ETF TRUST 7,878.0 $559K 0.00% +5K +162.6% $70.91 +13.1%
1844 NATIONAL CINEMEDIA INC 182,652.0 $557K 0.00% +85K +86.7% $3.05
1845 BTDR BITDEER TECHNOLOGIES GROUP Technology 64,334.0 $556K 0.00% +40K +159.5% $8.65 +52.0%
1846 GIC GLOBAL INDUSTRIAL COMPANY Industrials 17,552.0 $553K 0.00% +7K +70.7% $31.52 -8.0%
1847 IE IVANHOE ELECTRIC INC Technology 46,789.0 $553K 0.00% +27K +135.7% $11.82 +8.0%
1848 GO GROCERY OUTLET HLDG CORP Consumer Defensive 78,260.0 $552K 0.00% +67K +573.5% $7.05 +5.0%
1849 PEBBLEBROOK HOTEL TR 28,542.0 $551K 0.00% +14K +100.0% $19.30
1850 HBCP HOMEBANCORP INC Financial Services 8,994.0 $545K 0.00% +4K +69.9% $60.58 +3.0%
1851 CAPR CAPRICOR THERAPEUTICS INC Healthcare 17,805.0 $541K +5K +41.2% $30.40 -7.8%
1852 MFC MANULIFE FINL CORP Financial Services 15,636.0 $539K +3K +21.1% $34.45 +9.0%
1853 COSO COASTALSOUTH BANCSHARES INC Financial Services 21,672.0 $533K +8K +61.5% $24.59 +2.4%
1854 FREIGHTOS LTD 324,902.0 $533K +225K +226.8% $1.64
1855 ENR ENERGIZER HLDGS INC Industrials 32,449.0 $533K +17K +116.5% $16.42 +2.4%
1856 SMRT SMARTRENT INC Technology 351,956.0 $528K +208K +144.5% $1.50 -24.0%
1857 JAMES RIV GROUP HOLDINGS INC 83,400.0 $525K +36K +75.8% $6.30
1858 FNDF SCHWAB STRATEGIC TR 10,717.0 $524K +1K +16.1% $48.93 +8.2%
1859 JOE ST JOE CO Real Estate 8,333.0 $523K +3K +51.8% $62.80 +1.2%
1860 VERA VERA THERAPEUTICS INC Healthcare 13,001.0 $523K +7K +114.2% $40.23 -7.2%
Page 93 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%