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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 20 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FBNC FIRST BANCORP N C Financial Services 70,109.0 $4.0M 0.00% -3K -3.8% $56.35 +4.1%
382 SATS ECHOSTAR CORP Technology 33,592.0 $3.9M 0.00% -6K -15.5% $117.07 +16.6%
383 OPLN OPENLANE INC Consumer Cyclical 134,458.0 $3.9M 0.00% -93K -40.9% $29.15 +20.2%
384 BL BLACKLINE INC Technology 105,267.0 $3.9M 0.00% -110K -51.1% $37.01 -18.9%
385 HMC HONDA MOTOR CO LTD Consumer Cyclical 157,957.0 $3.8M 0.00% -15K -8.6% $24.30 +3.7%
386 ARHS ARHAUS INC Consumer Cyclical 562,410.0 $3.8M 0.00% -297K -34.6% $6.78 -14.8%
387 UNF UNIFIRST CORP MASS Industrials 14,943.0 $3.8M 0.00% -3K -15.5% $251.59 +5.6%
388 SCZ ISHARES TR 47,868.0 $3.8M 0.00% -25K -34.5% $78.41 +6.7%
389 QTWO Q2 HLDGS INC Technology 78,508.0 $3.7M 0.00% -82K -51.2% $47.30 -0.9%
390 SHOO MADDEN STEVEN LTD Consumer Cyclical 108,988.0 $3.7M 0.00% -55K -33.5% $33.92 +14.2%
391 AIR LEASE CORP 55,711.0 $3.6M 0.00% -30K -34.9% $64.93
392 SLRC SLR INVESTMENT CORP Financial Services 250,170.0 $3.6M 0.00% -5K -1.9% $14.31 -8.1%
393 VSAT VIASAT INC Technology 77,792.0 $3.6M 0.00% -6K -7.4% $45.80 +56.2%
394 BKLN INVESCO EXCH TRADED FD TR II 174,530.0 $3.6M 0.00% -3.5M -95.3% $20.41 +0.4%
395 EPAM EPAM SYS INC Technology 26,210.0 $3.6M 0.00% -63K -70.6% $135.51 -25.9%
396 CERT CERTARA INC Healthcare 620,967.0 $3.5M 0.00% -480K -43.6% $5.70 -19.5%
397 PSIX POWER SOLUTIONS INTL INC Industrials 57,455.0 $3.5M 0.00% -5K -8.0% $60.88 -36.1%
398 COLD AMERICOLD REALTY TRUST INC Real Estate 304,417.0 $3.5M 0.00% -479K -61.1% $11.46 +26.4%
399 LOPE GRAND CANYON ED INC Consumer Defensive 20,471.0 $3.5M 0.00% -59K -74.3% $170.02 -5.3%
400 ORA ORMAT TECHNOLOGIES INC Utilities 31,020.0 $3.5M 0.00% -3K -9.2% $111.92 +15.5%
Page 20 of 37  ·  733 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%