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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 33 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IMMUNITYBIO INC 39,330.0 $302K -39K -49.6% $7.67
642 IIPR INNOVATIVE INDL PPTYS INC Real Estate 5,872.0 $295K -73.0 -1.2% $50.16 +7.6%
643 NFBK NORTHFIELD BANCORP INC DEL Financial Services 21,517.0 $291K -3K -12.8% $13.54 +3.7%
644 ERIE ERIE INDTY CO Financial Services 1,155.0 $290K -275.0 -19.2% $251.27 -15.2%
645 SEAGATE HDD CAYMAN 61,000.0 $290K -65K -51.6% $4.75
646 CLSK CLEANSPARK INC Technology 33,464.0 $285K -12K -27.1% $8.51 +57.9%
647 PAYO PAYONEER GLOBAL INC Technology 58,673.0 $283K -68K -53.5% $4.83 -4.8%
648 CORE LABORATORIES INC 16,843.0 $283K -6K -25.6% $16.79
649 TROX TRONOX HOLDINGS PLC Basic Materials 28,744.0 $281K -26K -47.2% $9.77 -18.2%
650 TBPH THERAVANCE BIOPHARMA INC Healthcare 16,945.0 $275K -24K -58.4% $16.23 -0.1%
651 LUNR INTUITIVE MACHINES INC Industrials 14,809.0 $275K -98K -86.9% $18.56 +82.6%
652 SRLN SSGA ACTIVE ETF TR 6,442.0 $259K -954.0 -12.9% $40.13 +0.9%
653 INTA INTAPP INC Technology 9,969.0 $256K -3K -21.9% $25.68 -18.3%
654 CNNE CANNAE HLDGS INC Consumer Cyclical 22,308.0 $254K -2K -10.0% $11.37 +16.4%
655 SOHU SOHU COM LTD Technology 16,350.0 $253K -2K -8.6% $15.45 -1.0%
656 DIVERSIFIED ENERGY CO 14,287.0 $249K -48K -76.9% $17.44
657 BUR BURFORD CAPITAL LIMITED Financial Services 55,025.0 $249K -8K -12.3% $4.52 -3.3%
658 GDOT GREEN DOT CORP Financial Services 22,094.0 $248K -649.0 -2.9% $11.22 +12.6%
659 CRACKER BARREL OLD CTRY STOR 247,000.0 $242K -326K -56.9% $0.98
660 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 37,195.0 $240K -43K -53.7% $6.44 +19.6%
Page 33 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%