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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 92 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 DBI DESIGNER BRANDS INC Consumer Cyclical 16,899.0 $99K -7K -30.0% $5.83 +0.9%
1822 TSHA TAYSHA GENE THERAPIES INC Healthcare 13,952.0 $95K -38K -72.9% $6.81 -9.1%
1823 SERV SERVE ROBOTICS INC Industrials 14,388.0 $95K -85.0 -0.6% $6.58 -30.9%
1824 AVIR ATEA PHARMACEUTICALS INC Healthcare 19,038.0 $89K -137K -87.8% $4.65 +13.5%
1825 LILAK LIBERTY LATIN AMERICA LTD Communication Services 11,225.0 $87K -14K -56.4% $7.79 +6.5%
1826 RCKT ROCKET PHARMACEUTICALS INC Healthcare 22,016.0 $75K -6K -21.6% $3.42 -2.3%
1827 SITE CTRS CORP 15,597.0 $62K -9K -37.3% $3.97
1828 NIOCORP DEVS LTD 11,563.0 $56K -2K -12.9% $4.82
1829 GERN GERON CORP Healthcare 34,049.0 $44K -8K -18.7% $1.28 +19.6%
1830 TV GRUPO TELEVISA S A B Communication Services 15,500.0 $42K -38K -71.3% $2.71 +0.7%
1831 COTY COTY INC Consumer Defensive 18,835.0 $41K -743.0 -3.8% $2.16 +26.8%
1832 LRMR LARIMAR THERAPEUTICS INC Healthcare 10,573.0 $32K -6K -35.3% $3.05 +33.1%
1833 LUNG PULMONX CORP Healthcare 23,677.0 $31K -626.0 -2.6% $1.30 +73.8%
1834 GEVO GEVO INC Basic Materials 13,872.0 $21K -401.0 -2.8% $1.50 +2.0%
1835 GPRO GOPRO INC Technology 25,577.0 $20K -60K -70.0% $0.78 -23.9%
1836 LAB STANDARD BIOTOOLS INC Healthcare 24,039.0 $20K -36K -60.0% $0.82 -19.5%
1837 ALIT ALIGHT INC Technology 34,995.0 $20K -73K -67.7% $11.20 +19.9%
1838 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 25,516.0 $19K -7K -21.7% $0.76 -52.6%
1839 DCGO DOCGO INC Healthcare 28,132.0 $15K -2K -7.0% $0.52 -7.9%
1840 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 12,931.0 $7K -10K -44.6% $0.56 -6.2%
Page 92 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%