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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 8 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LWLG LIGHTWAVE LOGIC INC Basic Materials 29,378.0 $278K NEW $9.46 -34.5%
142 VONV VANGUARD SCOTTSDALE FDS 2,551.0 $271K NEW $106.31 +6.1%
143 GREIF INC 2,814.0 $263K NEW $93.54
144 ELVN ENLIVEN THERAPEUTICS INC Healthcare 5,171.0 $262K NEW $50.75 +16.6%
145 FDLO FIDELITY COVINGTON TRUST 3,819.0 $261K NEW $68.33 +6.3%
146 VONE VANGUARD SCOTTSDALE FDS 765.0 $259K NEW $338.72 +2.4%
147 DAMORA THERAPEUTICS INC 9,921.0 $258K NEW $26.01
148 AVEX AEVEX CORP Industrials 12,339.0 $258K NEW $20.89 -13.3%
149 PURR HYPERLIQUID STRATEGIES INC Basic Materials 32,650.0 $257K NEW $7.87 +33.7%
150 SUNCRETE INC 11,180.0 $252K NEW $22.53
151 AVBC AVIDIA BANCORP INC Financial Services 11,974.0 $251K NEW $20.99 +4.3%
152 ALMR ALAMAR BIOSCIENCES INC Healthcare 9,269.0 $251K NEW $27.09 +28.0%
153 MDXG MIMEDX GROUP INC Healthcare 64,864.0 $250K NEW $3.85 +11.4%
154 CGEM CULLINAN THERAPEUTICS INC Healthcare 13,446.0 $245K NEW $18.21 +17.8%
155 MNSB MAINSTREET BANCSHARES INC Financial Services 9,915.0 $245K NEW $24.69 +0.9%
156 ZD ZIFF DAVIS INC Communication Services 4,635.0 $243K NEW $52.38 +6.5%
157 BIGLARI HLDGS INC 115.0 $242K NEW $2104.68
158 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 8,339.0 $242K NEW $29.01 -6.8%
159 XOMA XOMA ROYALTY CORPORATION Healthcare 5,682.0 $241K NEW $42.50 -5.5%
160 IMO IMPERIAL OIL LTD Energy 2,138.0 $239K NEW $112.01 +22.8%
Page 8 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 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%