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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 59 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 NBN NORTHEAST BK PORTLAND ME Financial Services 16,714.0 $2.2M 0.00% -19K -52.6% $132.53 -1.5%
1162 MGEE MGE ENERGY INC Utilities 27,131.0 $2.2M 0.00% -6K -17.4% $81.54 -3.5%
1163 OLN OLIN CORP Basic Materials 111,292.0 $2.2M 0.00% -58K -34.3% $19.82 -7.2%
1164 GPGI GPGI INC Industrials 139,106.0 $2.2M 0.00% -54K -28.0% $15.85 -19.3%
1165 SCL STEPAN CO Basic Materials 39,507.0 $2.2M 0.00% -84K -68.1% $55.72 +14.2%
1166 FTRE FORTREA HLDGS INC Healthcare 126,489.0 $2.2M 0.00% -4K -3.1% $17.40 +5.7%
1167 CNR CORE NATURAL RESOURCES INC Energy 27,419.0 $2.2M 0.00% -40K -59.4% $80.02 +18.9%
1168 CIVEO CORP CDA 62,489.0 $2.2M 0.00% -9K -12.6% $35.00
1169 APEI AMERICAN PUB ED INC Consumer Defensive 40,726.0 $2.2M 0.00% -37K -47.3% $53.70 -15.1%
1170 INVX INNOVEX INTERNATIONAL INC Energy 88,000.0 $2.2M 0.00% -38K -30.3% $24.80 +18.2%
1171 RDVT RED VIOLET INC Technology 34,037.0 $2.2M 0.00% -30K -46.6% $63.72 +11.7%
1172 CFFN CAPITOL FED FINL INC Financial Services 253,540.0 $2.2M 0.00% -194K -43.3% $8.51 +0.2%
1173 CENT CENTRAL GARDEN & PET CO 48,660.0 $2.2M 0.00% -3K -4.9% $44.34
1174 AES AES CORP Utilities 145,834.0 $2.1M 0.00% -317K -68.5% $14.66 +0.7%
1175 MSB MESABI TR Financial Services 83,883.0 $2.1M 0.00% -84K -50.0% $25.30 -10.0%
1176 WD WALKER & DUNLOP INC Financial Services 38,749.0 $2.1M 0.00% -2K -5.7% $54.70 -26.5%
1177 CNOB CONNECTONE BANCORP INC Financial Services 63,192.0 $2.1M 0.00% -94K -59.7% $33.44 -3.5%
1178 KOS KOSMOS ENERGY LTD Energy 1,000,238.0 $2.1M 0.00% -516K -34.0% $2.11 +40.3%
1179 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 39,811.0 $2.1M 0.00% -102K -72.0% $52.65 +28.3%
1180 MRTN MARTEN TRANS LTD Industrials 120,557.0 $2.1M 0.00% -100K -45.3% $17.35 -13.9%
Page 59 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%