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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 32 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NVEC NVE CORP Technology 5,857.0 $384K -1K -18.0% $65.50 +37.0%
622 EZU ISHARES INC 6,062.0 $380K -4K -38.5% $62.64 +6.6%
623 CNA CNA FINL CORP Financial Services 8,150.0 $374K -10K -56.1% $45.92 -3.3%
624 HDEF DBX ETF TR 11,224.0 $364K -1K -8.9% $32.41 +2.5%
625 CRI CARTERS INC Consumer Cyclical 10,059.0 $360K -909.0 -8.3% $35.76 -6.4%
626 NOAH NOAH HLDGS LTD Financial Services 36,141.0 $358K -42K -53.8% $9.90 +5.1%
627 EXPI EXP WORLD HLDGS INC Real Estate 59,628.0 $357K -893.0 -1.5% $5.99 +12.5%
628 SFL SFL CORPORATION LTD Industrials 32,782.0 $354K -238.0 -0.7% $10.79 +15.7%
629 DBV TECHNOLOGIES S A 16,764.0 $350K -50K -74.7% $20.89
630 ARDT ARDENT HEALTH INC Healthcare 39,976.0 $342K -116K -74.4% $8.56 +18.5%
631 WF WOORI FINL GROUP INC Financial Services 5,112.0 $341K -53K -91.2% $66.61 -4.9%
632 IIIV I3 VERTICALS INC Technology 14,902.0 $333K -400.0 -2.6% $22.35 -15.5%
633 MAX MEDIAALPHA INC Communication Services 35,738.0 $332K -46K -56.3% $9.30 -13.3%
634 FINV FINVOLUTION GROUP Financial Services 69,040.0 $331K -195K -73.8% $4.79 +3.1%
635 SENS SENSEONICS HLDGS INC Healthcare 49,592.0 $330K -54K -52.0% $6.66 -16.5%
636 STOK STOKE THERAPEUTICS INC Healthcare 9,994.0 $325K -7K -39.9% $32.56 -7.6%
637 CACC CREDIT ACCEP CORP MICH Financial Services 762.0 $323K -4.0 -0.5% $423.43 +31.2%
638 NKTR NEKTAR THERAPEUTICS Healthcare 4,471.0 $322K -6K -56.6% $71.95 -1.8%
639 KW KENNEDY-WILSON HOLDINGS INC Real Estate 28,925.0 $313K -3K -8.2% $10.82 +1.9%
640 PTON PELOTON INTERACTIVE INC Consumer Cyclical 71,592.0 $307K -25K -26.2% $4.29 +23.3%
Page 32 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%