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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 9 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LPG DORIAN LPG LTD Energy 6,842.0 $238K NEW $34.78 +48.2%
162 LIFETIME BRANDS INC 27,848.0 $238K NEW $8.53
163 STAA STAAR SURGICAL CO Healthcare 8,137.0 $233K NEW $28.69 -18.7%
164 APC ARKO PETE CORP Energy 12,088.0 $228K NEW $18.85 -0.6%
165 BCAX BICARA THERAPEUTICS INC Healthcare 7,658.0 $227K NEW $29.69 -18.7%
166 SION SIONNA THERAPEUTICS INC Healthcare 5,158.0 $227K NEW $43.99 -87.4%
167 PJUN INNOVATOR ETFS TRUST 5,175.0 $224K NEW $43.23 +1.8%
168 IMMR IMMERSION CORP Technology 32,749.0 $222K NEW $6.77 +12.0%
169 RMBI RICHMOND MUT BANCORPORATION Financial Services 13,960.0 $222K NEW $15.88 +0.4%
170 DOORDASH INC 225,000.0 $222K NEW $0.98
171 EFSI EAGLE FINL SVCS INC Financial Services 5,302.0 $220K NEW $41.46 +2.7%
172 MECHANICS BANCORP 13,779.0 $219K NEW $15.90
173 DFLV DIMENSIONAL ETF TRUST 5,533.0 $219K NEW $39.54 +6.4%
174 AVALYN PHARMACEUTICALS INC 6,592.0 $217K NEW $32.92
175 SMH VANECK ETF TRUST 328.0 $215K NEW $655.85 -14.6%
176 REI RING ENERGY INC Energy 196,969.0 $213K NEW $1.08 +37.0%
177 APPLIED AEROSPACE & DEFENSE 9,266.0 $211K NEW $22.78
178 NKSH NATIONAL BANKSHARES INC VA Financial Services 5,787.0 $210K NEW $36.33 +13.2%
179 AMPY AMPLIFY ENERGY CORP NEW Energy 52,565.0 $209K NEW $3.98 +23.2%
180 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 15,793.0 $207K NEW $13.12 -3.0%
Page 9 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%