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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 74 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 WYFI WHITEFIBER INC Technology 22,420.0 $871K 0.00% -50K -68.9% $38.85 -45.5%
1462 FOR FORESTAR GROUP INC Real Estate 27,357.0 $866K 0.00% -13K -31.9% $31.65 -8.8%
1463 SHE SPDR SERIES TRUST 5,581.0 $862K 0.00% -628.0 -10.1% $154.44 +2.2%
1464 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 62,801.0 $844K 0.00% -3K -4.4% $13.44 -4.1%
1465 IFS INTERCORP FINL SVCS INC Financial Services 14,789.0 $842K 0.00% -7K -30.7% $56.94 -5.6%
1466 HTLD HEARTLAND EXPRESS INC Industrials 55,327.0 $842K 0.00% -51K -48.0% $15.22 -18.8%
1467 BDSX BIODESIX INC Healthcare 37,295.0 $841K 0.00% -6K -13.3% $22.55 +6.6%
1468 OXM OXFORD INDS INC Consumer Cyclical 23,949.0 $835K 0.00% -341.0 -1.4% $34.87 -1.4%
1469 BRBR BELLRING BRANDS INC Consumer Defensive 64,474.0 $834K 0.00% -3K -4.0% $12.94 -19.2%
1470 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 179,931.0 $831K 0.00% -190K -51.4% $4.62 -32.5%
1471 OWL BLUE OWL CAPITAL INC Financial Services 94,130.0 $824K 0.00% -1K -1.2% $8.75 +30.3%
1472 NE NOBLE CORP PLC Energy 21,998.0 $821K 0.00% -35K -61.3% $37.30 +26.0%
1473 BK TECHNOLOGIES CORPORATION 9,532.0 $820K 0.00% -15K -60.7% $85.98
1474 BFST BUSINESS FIRST BANCSHARES IN Financial Services 26,606.0 $818K 0.00% -25K -48.3% $30.73 +1.6%
1475 CTO CTO RLTY GROWTH INC NEW Real Estate 37,899.0 $815K 0.00% -27K -41.7% $21.51 +2.2%
1476 GDYN GRID DYNAMICS HLDGS INC Technology 142,618.0 $810K 0.00% -139K -49.3% $5.68 +39.3%
1477 RFIL RF INDS LTD Industrials 38,089.0 $808K 0.00% -46K -54.7% $21.21 -47.0%
1478 EBMT EAGLE BANCORP MONT INC Financial Services 33,731.0 $807K 0.00% -30K -46.8% $23.93 -4.5%
1479 BGSF BGSF INC Industrials 140,798.0 $804K 0.00% -141K -50.0% $5.71 -4.4%
1480 API AGORA INC Technology 201,474.0 $804K 0.00% -11K -5.0% $3.99 +8.3%
Page 74 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 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%