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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 70 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 JHG JANUS HENDERSON GROUP PLC Financial Services 21,346.0 $1.1M 0.00% -17K -44.2% $51.96 -0.0%
1382 NAVI NAVIENT CORPORATION Financial Services 129,606.0 $1.1M 0.00% -41K -24.0% $8.51 +10.7%
1383 NVCR NOVOCURE LTD Healthcare 72,769.0 $1.1M 0.00% -42K -36.3% $15.15 +12.5%
1384 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 61,285.0 $1.1M 0.00% -32K -34.6% $17.96 -6.5%
1385 TWIN TWIN DISC INC Industrials 47,411.0 $1.1M 0.00% -23K -32.7% $23.20 +1.2%
1386 SPSM SPDR SERIES TRUST 19,032.0 $1.1M 0.00% -385.0 -2.0% $57.67 -0.7%
1387 BOH BANK HAWAII CORP Financial Services 13,440.0 $1.1M 0.00% -8K -36.1% $81.49 -5.1%
1388 KEP KOREA ELEC PWR CORP Utilities 90,140.0 $1.1M 0.00% -45K -33.2% $12.10 -6.7%
1389 SPYG SPDR SERIES TRUST 9,099.0 $1.1M 0.00% -2K -16.4% $118.99 +1.1%
1390 CRAI CRA INTL INC Industrials 7,601.0 $1.1M 0.00% -2K -19.9% $142.28 +23.3%
1391 MLR MILLER INDS INC TENN Consumer Cyclical 20,935.0 $1.1M 0.00% -26K -55.0% $51.15 +12.5%
1392 MAN MANPOWERGROUP INC WIS Industrials 31,658.0 $1.1M 0.00% -8K -20.0% $33.79 +81.7%
1393 HAFC HANMI FINL CORP Financial Services 32,963.0 $1.1M 0.00% -18K -35.2% $32.40 -3.7%
1394 LMND LEMONADE INC Financial Services 16,391.0 $1.1M 0.00% -3K -13.7% $65.06 -18.0%
1395 TDS TELEPHONE & DATA SYS INC Communication Services 28,555.0 $1.1M 0.00% -7K -19.6% $37.01 -8.3%
1396 PDM PIEDMONT REALTY TRUST INC Real Estate 115,371.0 $1.1M 0.00% -35K -23.5% $9.15 +6.0%
1397 SHIM SHIMMICK CORPORATION Industrials 230,547.0 $1.1M 0.00% -16K -6.6% $4.57 -17.3%
1398 ANNX ANNEXON INC Healthcare 183,817.0 $1.0M 0.00% -19K -9.6% $5.71 -11.5%
1399 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 38,816.0 $1.0M 0.00% -19K -33.0% $26.86 +5.3%
1400 HNI HNI CORP Industrials 25,666.0 $1.0M 0.00% -542.0 -2.1% $40.39 +20.1%
Page 70 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%