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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 7 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUJA LIFE INC 39,051.0 $397K NEW $10.16
122 SLP SIMULATIONS PLUS INC Healthcare 21,348.0 $391K NEW $18.31 +0.4%
123 ATOM ATOMERA INC Technology 42,214.0 $368K NEW $8.71 -45.0%
124 DLO DLOCAL LTD Technology 27,826.0 $362K NEW $12.99 +10.4%
125 CHCI COMSTOCK HLDG COS INC Real Estate 22,215.0 $355K NEW $15.99 +16.1%
126 BODI THE BEACHBODY COMPANY INC Communication Services 34,718.0 $355K NEW $10.22 -36.4%
127 ATAIBECKLEY INC 66,060.0 $348K NEW $5.27
128 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 75,278.0 $348K NEW $4.62 -24.9%
129 VONG VANGUARD SCOTTSDALE FDS 2,708.0 $346K NEW $127.80 -1.8%
130 THOMSON REUTERS CORP 4,088.0 $334K NEW $81.68
131 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 132,308.0 $320K NEW $2.42 -1.2%
132 SWBI SMITH & WESSON BRANDS INC Industrials 21,122.0 $319K NEW $15.12 -8.0%
133 IWP ISHARES TR 2,106.0 $308K NEW $146.41 -2.8%
134 CYBERARK SOFTWARE LTD 182,000.0 $302K NEW $1.66
135 OCTAVE INTELLIGENCE PLC 18,425.0 $300K NEW $16.30
136 TLS TELOS CORP MD Technology 64,821.0 $298K NEW $4.60 -3.7%
137 FXNC FIRST NATL CORP VA Financial Services 9,583.0 $288K NEW $30.02 +3.3%
138 SOUTHERN CO 283,000.0 $286K NEW $1.01
139 CLOUDFLARE INC 225,000.0 $285K NEW $1.26
140 CSIQ CANADIAN SOLAR INC Energy 17,500.0 $280K NEW $16.02 -8.1%
Page 7 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%