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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 90 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 RBBN RIBBON COMMUNICATIONS INC Communication Services 78,348.0 $183K -3K -4.1% $2.34 -13.0%
1782 PANL PANGAEA LOGISTICS SOLUTION L Industrials 27,353.0 $178K -104K -79.2% $6.50 +19.5%
1783 DBV TECHNOLOGIES S A 10,809.0 $177K -6K -35.5% $16.40
1784 ONEW ONEWATER MARINE INC Consumer Cyclical 15,678.0 $177K -11K -41.9% $11.27 +0.8%
1785 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 17,567.0 $165K -326K -94.9% $9.39 +0.7%
1786 GENC GENCOR INDS INC Industrials 10,961.0 $164K -49K -81.8% $14.92 +30.8%
1787 EQX EQUINOX GOLD CORP Basic Materials 16,744.0 $163K -17K -50.5% $9.72 +18.3%
1788 RWT REDWOOD TRUST INC Real Estate 34,142.0 $162K -365K -91.4% $4.74 -0.6%
1789 NRGV ENERGY VAULT HOLDINGS INC Utilities 33,460.0 $158K -155K -82.2% $4.71 -22.4%
1790 OPFI OPPFI INC Technology 15,860.0 $157K -132.0 -0.8% $9.93 -29.2%
1791 RPAY REPAY HLDGS CORP Technology 37,316.0 $157K -2K -5.7% $4.20 -12.9%
1792 UAMY UNITED STATES ANTIMONY CORP Basic Materials 21,559.0 $157K -15K -41.8% $7.26 -28.5%
1793 TWI TITAN INTL INC ILL Industrials 20,091.0 $155K -349K -94.6% $7.71 -16.4%
1794 URG UR-ENERGY INC Energy 113,238.0 $154K -1.5M -93.1% $1.36 -1.8%
1795 CRK COMSTOCK RES INC Energy 10,288.0 $153K -298.0 -2.8% $14.92 -8.4%
1796 CTMX CYTOMX THERAPEUTICS INC. Healthcare 40,499.0 $152K -208K -83.7% $3.75 -9.5%
1797 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 36,400.0 $151K -86K -70.2% $4.16 +68.5%
1798 MAGN MAGNERA CORP Industrials 12,671.0 $149K -70.0 -0.6% $11.75 +3.1%
1799 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 18,864.0 $146K -445.0 -2.3% $7.74 +4.3%
1800 TLSI TRISALUS LIFE SCIENCES INC Healthcare 31,809.0 $145K -37K -53.8% $4.55 +17.8%
Page 90 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%