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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 5 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ELECTROVAYA INC 55,028.0 $578K 0.00% NEW $10.50
82 PDS PRECISION DRILLING CORP Energy 7,427.0 $569K 0.00% NEW $76.66 +16.3%
83 MANE VERADERMICS INC Healthcare 4,627.0 $569K 0.00% NEW $122.94 -14.3%
84 PAA PLAINS ALL AMERN PIPELINE L Energy 25,343.0 $564K NEW $22.26 +10.5%
85 WYY WIDEPOINT CORP Technology 32,088.0 $562K NEW $17.50 -47.6%
86 DUOT DUOS TECHNOLOGIES GROUP INC Technology 46,536.0 $558K NEW $12.00 -13.2%
87 VOT VANGUARD INDEX FDS 1,821.0 $558K NEW $306.30 -1.1%
88 AMPG AMPLITECH GROUP INC Technology 79,747.0 $555K NEW $6.96 -50.6%
89 CBL CBL & ASSOC PPTYS INC Real Estate 10,419.0 $553K NEW $53.09 +7.7%
90 SGRY SURGERY PARTNERS INC Healthcare 32,864.0 $552K NEW $16.80 -17.0%
91 SUTRO BIOPHARMA INC 16,387.0 $544K NEW $33.20
92 SDGR SCHRODINGER INC Healthcare 33,009.0 $536K NEW $16.25 +20.5%
93 ARKO ARKO CORP Consumer Cyclical 66,522.0 $534K NEW $8.03 -42.8%
94 AKTS AKTIS ONCOLOGY INC Healthcare 16,402.0 $529K NEW $32.22 -25.5%
95 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 51,166.0 $528K NEW $10.32 -1.4%
96 BB BLACKBERRY LTD Technology 41,375.0 $523K NEW $12.65 -35.7%
97 NVCT NUVECTIS PHARMA INC Healthcare 27,963.0 $514K NEW $18.39 +27.0%
98 CLFD CLEARFIELD INC Technology 12,776.0 $508K NEW $39.79 -30.8%
99 BWEN BROADWIND INC Industrials 104,414.0 $504K NEW $4.83 -6.6%
100 REPL REPLIMUNE GROUP INC Healthcare 45,403.0 $503K NEW $11.07 +26.9%
Page 5 of 12  ·  232 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 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%