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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 22 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ESML ISHARES TR 450,960.0 $25.2M 0.02% -2K -0.5% $55.93 -0.8%
422 STLD STEEL DYNAMICS INC Basic Materials 109,847.0 $25.2M 0.02% -16K -12.6% $229.52 -4.6%
423 AA ALCOA CORP Basic Materials 482,985.0 $25.2M 0.02% -96K -16.6% $52.14 -3.0%
424 CHE CHEMED CORP NEW Healthcare 53,732.0 $25.0M 0.02% -6K -9.3% $465.76 +14.8%
425 SF STIFEL FINL CORP Financial Services 358,646.0 $25.0M 0.02% -54K -13.1% $69.77 +14.5%
426 SHEL SHELL PLC Energy 322,268.0 $25.0M 0.02% -108K -25.1% $77.54 +20.8%
427 UDR UDR INC Real Estate 619,837.0 $24.7M 0.02% -362K -36.9% $39.92 -5.6%
428 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 491,082.0 $24.5M 0.02% -370K -43.0% $49.98 +3.6%
429 CUBE CUBESMART Real Estate 616,077.0 $24.5M 0.02% -15K -2.4% $39.77 +3.5%
430 FIVE FIVE BELOW INC Consumer Cyclical 135,238.0 $24.3M 0.02% -30K -18.4% $179.79 +31.4%
431 OXY OCCIDENTAL PETE CORP Energy 500,553.0 $24.3M 0.02% -1.2M -71.1% $48.57 +26.7%
432 FTV FORTIVE CORP Technology 397,588.0 $24.3M 0.02% -274K -40.8% $61.09 -2.8%
433 FR FIRST INDL RLTY TR INC Real Estate 395,737.0 $24.3M 0.02% -45K -10.2% $61.31 +2.1%
434 IVW ISHARES TR 176,217.0 $24.2M 0.02% -6K -3.3% $137.53 +0.6%
435 STAG STAG INDUSTRIAL INC Real Estate 635,980.0 $24.2M 0.02% -23K -3.5% $38.06 -4.4%
436 ARES ARES MANAGEMENT CORPORATION Financial Services 217,322.0 $24.2M 0.02% -3K -1.4% $111.31 +26.0%
437 IVZ INVESCO LTD Financial Services 914,734.0 $24.2M 0.02% -481K -34.5% $26.43 +18.6%
438 VCYT VERACYTE INC Healthcare 410,497.0 $24.1M 0.02% -10K -2.3% $58.73 -28.8%
439 FIS FIDELITY NATL INFORMATION SV Technology 617,455.0 $24.0M 0.02% -329K -34.8% $38.88 +4.4%
440 EMB ISHARES TR 248,729.0 $24.0M 0.02% -7K -2.6% $96.45 -1.8%
Page 22 of 93  ·  1,842 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%