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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 5 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BRIGHT MINDS BIOSCIENCES INC 11,188.0 $816K 0.00% NEW $72.97
82 BROWN FORMAN CORP 30,434.0 $815K 0.00% NEW $26.79
83 ACRS ACLARIS THERAPEUTICS INC Healthcare 217,154.0 $814K 0.00% NEW $3.75 +20.5%
84 DC DAKOTA GOLD CORP Basic Materials 159,406.0 $805K 0.00% NEW $5.05 +23.8%
85 IWS ISHARES TR 5,286.0 $770K 0.00% NEW $145.74 +6.7%
86 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 29,190.0 $769K 0.00% NEW $26.35 -2.5%
87 ARMP ARMATA PHARMACEUTICALS INC Healthcare 74,192.0 $760K 0.00% NEW $10.24 -19.9%
88 OCC OPTICAL CABLE CORP Technology 91,364.0 $754K 0.00% NEW $8.25 +42.8%
89 GORO GOLD RESOURCE CORP Basic Materials 617,738.0 $741K 0.00% NEW $1.20 +9.2%
90 ESLT ELBIT SYS LTD Industrials 861.0 $731K 0.00% NEW $849.56 -8.3%
91 OVID OVID THERAPEUTICS INC Healthcare 328,924.0 $730K 0.00% NEW $2.22 +26.1%
92 KBDC KAYNE ANDERSON BDC INC Financial Services 53,182.0 $730K 0.00% NEW $13.72 +7.7%
93 LE LANDS END INC NEW Consumer Cyclical 64,007.0 $719K 0.00% NEW $11.24 -3.4%
94 TGB TASEKO MINES LTD Basic Materials 108,263.0 $698K 0.00% NEW $6.45 +18.1%
95 INTEGRA RES CORP 255,560.0 $698K 0.00% NEW $2.73
96 RLX RLX TECHNOLOGY INC Consumer Defensive 312,471.0 $687K 0.00% NEW $2.20 -4.1%
97 IYW ISHARES TR 3,710.0 $673K 0.00% NEW $181.42 +31.6%
98 PZG PARAMOUNT GOLD NEV CORP Basic Materials 400,502.0 $665K 0.00% NEW $1.66 -15.1%
99 NINE NINE ENERGY SERVICE INC Energy 79,515.0 $652K 0.00% NEW $8.20 +26.8%
100 SBSI SOUTHSIDE BANCSHARES INC Financial Services 20,598.0 $640K 0.00% NEW $31.09 +4.2%
Page 5 of 13  ·  254 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%