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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 76 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 DAKT DAKTRONICS INC Technology 38,445.0 $752K 0.00% -26K -40.5% $19.56 -1.9%
1502 BLMN BLOOMIN BRANDS INC Consumer Cyclical 81,540.0 $745K 0.00% -430K -84.0% $9.14 +14.6%
1503 SSP SCRIPPS E W CO OHIO Communication Services 267,934.0 $742K 0.00% -314K -54.0% $2.77 +18.8%
1504 MTW MANITOWOC CO INC Industrials 53,419.0 $742K 0.00% -3K -5.6% $13.89 +37.4%
1505 WLTH WEALTHFRONT CORP Technology 82,408.0 $737K 0.00% -42K -34.0% $8.94 +2.5%
1506 GPCR STRUCTURE THERAPEUTICS INC Healthcare 13,684.0 $734K 0.00% -306.0 -2.2% $53.67 -5.9%
1507 ACRS ACLARIS THERAPEUTICS INC Healthcare 138,778.0 $734K 0.00% -78K -36.1% $5.29 +19.7%
1508 SEADRILL LTD 19,209.0 $726K 0.00% -13K -41.0% $37.82
1509 ACT ENACT HLDGS INC Financial Services 15,875.0 $726K 0.00% -18K -52.5% $45.71 +7.5%
1510 BOF BRANCHOUT FOOD INC Consumer Defensive 157,210.0 $723K 0.00% -15K -8.8% $4.60 -13.0%
1511 NEXT NEXTDECADE CORP Energy 95,891.0 $723K 0.00% -51K -34.6% $7.54 -7.2%
1512 LMB LIMBACH HLDGS INC Industrials 9,342.0 $720K 0.00% -2K -15.1% $77.03 -44.5%
1513 SHY ISHARES TR 8,751.0 $719K 0.00% -1K -13.7% $82.11 -0.1%
1514 MRAM EVERSPIN TECHNOLOGIES INC Technology 29,606.0 $716K 0.00% -37K -55.3% $24.18 -29.8%
1515 KTCC KEY TRONIC CORP Technology 172,825.0 $714K 0.00% -173K -50.0% $4.13 -9.7%
1516 CBZ CBIZ INC Industrials 22,143.0 $710K 0.00% -10K -31.6% $32.07 +71.5%
1517 LTRX LANTRONIX INC Technology 120,628.0 $709K 0.00% -141K -53.8% $5.88 +3.2%
1518 RRBI RED RIVER BANCSHARES INC Financial Services 7,669.0 $700K 0.00% -10K -57.4% $91.28 +10.4%
1519 PSNL PERSONALIS INC Healthcare 52,033.0 $697K 0.00% -87K -62.6% $13.40 +26.0%
1520 TRUBRIDGE INC 26,509.0 $695K 0.00% -17K -39.0% $26.21
Page 76 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%