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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 29 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RELX RELX PLC Communication Services 463,314.0 $14.7M 0.01% -66K -12.4% $31.68 +13.4%
562 BNL BROADSTONE NET LEASE INC Real Estate 709,807.0 $14.7M 0.01% -38K -5.1% $20.67 +2.2%
563 VCIT VANGUARD SCOTTSDALE FDS 177,479.0 $14.7M 0.01% -103K -36.8% $82.65 -1.9%
564 AVY AVERY DENNISON CORP Industrials 90,183.0 $14.6M 0.01% -2K -2.4% $162.35 +13.2%
565 PCAR PACCAR INC Industrials 121,851.0 $14.6M 0.01% -12K -9.3% $120.12 +9.1%
566 TRNO TERRENO RLTY CORP Real Estate 225,506.0 $14.6M 0.01% -50K -18.1% $64.77 +5.2%
567 OGE OGE ENERGY CORP Utilities 299,824.0 $14.6M 0.01% -29K -8.9% $48.66 -6.2%
568 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 55,305.0 $14.6M 0.01% -32K -36.8% $263.26 +40.0%
569 SNY SANOFI SA Healthcare 338,674.0 $14.4M 0.01% -250K -42.5% $42.66 +7.5%
570 CURB CURBLINE PPTYS CORP Real Estate 470,177.0 $14.3M 0.01% -56K -10.6% $30.40 -3.3%
571 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,077,814.0 $14.3M 0.01% -61K -5.3% $13.26 +9.6%
572 BAX BAXTER INTL INC Healthcare 669,220.0 $14.3M 0.01% -238K -26.2% $21.32 +23.5%
573 JLL JONES LANG LASALLE INC Real Estate 45,891.0 $14.2M 0.01% -5K -8.9% $309.96 +25.0%
574 LBRT LIBERTY ENERGY INC Energy 542,796.0 $14.2M 0.01% -441K -44.8% $26.19 -26.1%
575 EQH EQUITABLE HLDGS INC Financial Services 320,617.0 $14.1M 0.01% -246K -43.4% $43.88 +11.4%
576 USHY ISHARES TR 379,214.0 $14.0M 0.01% -400K -51.3% $37.02 -0.5%
577 ONB OLD NATL BANCORP IND Financial Services 541,539.0 $14.0M 0.01% -149K -21.6% $25.90 -0.3%
578 RBLX ROBLOX CORP Technology 257,132.0 $14.0M 0.01% -823K -76.2% $54.38 -29.4%
579 CBSH COMMERCE BANCSHARES INC Financial Services 240,797.0 $13.9M 0.01% -40K -14.4% $57.75 +1.1%
580 SSNC SS&C TECH HLDGS Technology 223,496.0 $13.9M 0.01% -80K -26.4% $62.05 +33.7%
Page 29 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 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%