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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 83 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 DCTH DELCATH SYS INC Healthcare 31,369.0 $395K -13K -28.8% $12.59 +36.7%
1642 AVNS AVANOS MED INC Healthcare 15,824.0 $394K -152K -90.6% $24.88 +0.4%
1643 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 15,230.0 $393K -15K -49.4% $25.82 -2.7%
1644 OFLX OMEGA FLEX INC Industrials 12,520.0 $393K -13K -51.1% $31.39 -10.0%
1645 VBNK VERSABANK NEW Financial Services 16,894.0 $392K -20K -53.8% $23.21 -16.1%
1646 UGP ULTRAPAR PARTICIPACOES SA Energy 78,025.0 $392K -6K -7.3% $5.02 +29.5%
1647 ACHR ARCHER AVIATION INC Industrials 82,645.0 $391K -1K -1.5% $4.73 +35.0%
1648 AEYE AUDIOEYE INC Technology 66,958.0 $389K -87K -56.4% $5.81 +26.7%
1649 WPP WPP PLC NEW Communication Services 25,077.0 $388K -23K -48.3% $15.49 +72.8%
1650 DUSA DAVIS FUNDAMENTAL ETF TR 6,769.0 $380K -99.0 -1.4% $56.18 +2.2%
1651 FDP DEL MONTE CORP Consumer Defensive 13,560.0 $379K -24K -63.8% $27.91 +4.7%
1652 WFG WEST FRASER TIMBER CO LTD Basic Materials 5,553.0 $376K -2K -27.4% $67.69 +3.6%
1653 TY TRI CONTL CORP Financial Services 10,847.0 $373K -488.0 -4.3% $34.42 +3.6%
1654 NATIONAL CINEMEDIA INC 97,844.0 $372K -85K -46.4% $3.80
1655 CAR AVIS BUDGET GROUP INC Industrials 2,495.0 $369K -450.0 -15.3% $147.84 -5.6%
1656 IDU ISHARES TR 3,212.0 $368K -3K -49.5% $114.61 -2.6%
1657 UVE UNIVERSAL INS HLDGS INC Financial Services 8,877.0 $367K -4K -33.3% $41.36 +2.8%
1658 RPC RIDGEPOST CAP INC Financial Services 46,201.0 $364K -35K -43.3% $7.87 +10.6%
1659 HBCP HOMEBANCORP INC Financial Services 5,294.0 $363K -4K -41.1% $68.52 +2.4%
1660 PCRX PACIRA BIOSCIENCES INC Healthcare 14,258.0 $362K -7K -32.9% $25.37 -4.3%
Page 83 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%