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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 35 of 37  ·  733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PAGAYA TECHNOLOGIES LTD 15,050.0 $175K -18K -55.0% $11.65
682 RBBN RIBBON COMMUNICATIONS INC Communication Services 81,706.0 $173K -58K -41.7% $2.12 +26.2%
683 ARRY ARRAY TECHNOLOGIES INC Energy 23,957.0 $173K -66K -73.3% $7.23 +18.0%
684 CRITICAL METALS CORP 21,452.0 $170K -2K -6.7% $7.94
685 TWO HARBORS INVENTMENT CORPO 14,476.0 $165K -64K -81.5% $11.42
686 NUS NU SKIN ENTERPRISES INC Consumer Defensive 22,017.0 $160K -52K -70.1% $7.28 -17.6%
687 CRNC CERENCE INC Technology 23,014.0 $145K -13K -35.5% $6.31 +52.8%
688 OMER OMEROS CORP Healthcare 13,171.0 $139K -19K -58.5% $10.56 +14.1%
689 EFC ELLINGTON FINANCIAL INC Real Estate 11,235.0 $133K -529.0 -4.5% $11.85 +12.9%
690 INDI INDIE SEMICONDUCTOR INC Technology 40,711.0 $131K -94K -69.7% $3.22 +21.3%
691 TDOC TELADOC HEALTH INC Healthcare 23,934.0 $130K -50K -67.7% $5.45 +17.7%
692 SSYS STRATASYS LTD Technology 16,496.0 $129K -1K -6.6% $7.81 +5.9%
693 WEC ENERGY GROUP INC 106,000.0 $128K -47K -30.7% $1.21
694 RXST RXSIGHT INC Healthcare 19,979.0 $123K -27K -57.1% $6.16 -2.3%
695 TIC TIC SOLUTIONS INC Industrials 18,545.0 $122K -2K -8.4% $6.58 +37.2%
696 MAGN MAGNERA CORP Industrials 12,741.0 $122K -2K -12.4% $9.54 +9.3%
697 DUKE ENERGY CORP NEW 107,000.0 $118K -55K -34.0% $1.10
698 EOLS EVOLUS INC Healthcare 25,947.0 $107K -20K -43.0% $4.11 +62.4%
699 RMNI RIMINI STR INC DEL Technology 32,013.0 $105K -10K -23.9% $3.28 +9.0%
700 SPRY ARS PHARMACEUTICALS INC Healthcare 12,983.0 $104K -62K -82.6% $8.03 -9.5%
Page 35 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%