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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 50 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 INTEGER HLDGS CORP 4,104,000.0 $4.0M 0.00% -2.7M -39.5% $0.97
982 AZTA AZENTA INC Healthcare 155,084.0 $4.0M 0.00% -88K -36.3% $25.52 +46.5%
983 NWL NEWELL BRANDS INC Consumer Defensive 643,502.0 $4.0M 0.00% -419K -39.4% $6.14 -0.8%
984 VB VANGUARD INDEX FDS 12,975.0 $3.9M 0.00% -5K -26.4% $303.12 +0.5%
985 AMTM AMENTUM HOLDINGS INC Industrials 190,069.0 $3.9M 0.00% -105K -35.5% $20.67 +4.0%
986 CNK CINEMARK HLDGS INC Communication Services 123,456.0 $3.9M 0.00% -39K -24.1% $31.73 +15.3%
987 BCE BCE INC Communication Services 181,803.0 $3.9M 0.00% -50K -21.6% $21.51 +10.2%
988 EZPW EZCORP INC Financial Services 113,001.0 $3.9M 0.00% -21K -15.7% $34.57 -6.8%
989 IBCP INDEPENDENT BK CORP MICH Financial Services 108,183.0 $3.9M 0.00% -2K -2.1% $36.07 +2.9%
990 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 94,933.0 $3.9M 0.00% -69K -42.2% $41.03 -10.1%
991 CAG CONAGRA BRANDS INC Consumer Defensive 289,424.0 $3.9M 0.00% -110K -27.6% $13.46 +22.2%
992 WGO WINNEBAGO INDS INC Consumer Cyclical 124,190.0 $3.9M 0.00% -44K -26.2% $31.24 +1.7%
993 MOS MOSAIC CO Basic Materials 182,741.0 $3.9M 0.00% -391K -68.2% $21.19 +15.2%
994 STVN STEVANATO GROUP S P A Healthcare 210,799.0 $3.8M 0.00% -55K -20.8% $18.07 +25.1%
995 AMTB AMERANT BANCORP INC Financial Services 149,177.0 $3.8M 0.00% -49K -24.8% $25.52 +12.4%
996 ALLT ALLOT LTD Technology 430,001.0 $3.8M 0.00% -93K -17.8% $8.85 -15.5%
997 ATRO ASTRONICS CORP Industrials 46,733.0 $3.8M 0.00% -24K -34.2% $81.26 -4.0%
998 KMT KENNAMETAL INC Industrials 108,121.0 $3.8M 0.00% -74K -40.6% $35.05 -14.5%
999 NOMD NOMAD FOODS LTD Consumer Defensive 344,182.0 $3.8M 0.00% -175K -33.7% $10.95 +7.9%
1000 PETROLEO BRASILEIRO S A 256,909.0 $3.8M 0.00% -86K -25.1% $14.64
Page 50 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%