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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 104 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 33,415.0 $1.6M 0.00% +394.0 +1.2% $47.81 -8.6%
2062 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 73,280.0 $1.6M 0.00% -105K -58.9% $21.80 -33.7%
2063 INFINITY NAT RES INC 125,760.0 $1.6M 0.00% -150K -54.3% $12.70
2064 FLBL FRANKLIN TEMPLETON ETF TR 69,665.0 $1.6M 0.00% +37K +112.6% $22.92 +0.8%
2065 ORKA ORUKA THERAPEUTICS INC Healthcare 16,758.0 $1.6M 0.00% -6K -26.6% $95.17 +7.7%
2066 MEG ONTERRIS INC Industrials 78,853.0 $1.6M 0.00% -75K -48.9% $20.21 -22.6%
2067 TRC TEJON RANCH CO Industrials 85,072.0 $1.6M 0.00% -84K -49.6% $18.70 -12.6%
2068 UHAL U HAUL HOLDING COMPANY 24,278.0 $1.6M 0.00% -3K -9.8% $65.44
2069 MYFW FIRST WESTN FINL INC Financial Services 49,449.0 $1.6M 0.00% -49K -49.9% $32.11 -2.6%
2070 NCL CORP LTD 1,425,000.0 $1.6M 0.00% NEW $1.11
2071 FA FIRST ADVANTAGE CORP NEW Industrials 87,894.0 $1.6M 0.00% -93K -51.5% $18.05 +14.3%
2072 LW LAMB WESTON HLDGS INC Consumer Defensive 36,723.0 $1.6M 0.00% -16K -29.7% $43.18 +27.6%
2073 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 33,365.0 $1.6M 0.00% -15K -30.5% $47.33 -3.8%
2074 PERIMETER SOLUTIONS INC 44,142.0 $1.6M 0.00% -46K -51.2% $35.65
2075 PFF ISHARES TR 51,604.0 $1.6M 0.00% -4K -6.8% $30.49 -0.1%
2076 TNGX TANGO THERAPEUTICS INC Healthcare 50,039.0 $1.6M 0.00% +18K +56.6% $31.26 -22.6%
2077 TARS TARSUS PHARMACEUTICALS INC Healthcare 24,843.0 $1.6M 0.00% -6K -20.1% $62.94 +15.7%
2078 WNC WABASH NATL CORP Industrials 115,776.0 $1.6M 0.00% -341K -74.6% $13.50 -11.8%
2079 WHITEHAWK MINERALS CORP 56,150.0 $1.6M 0.00% NEW $27.82
2080 PLUS EPLUS INC Technology 18,707.0 $1.6M 0.00% -31K -62.2% $83.23 +3.7%
Page 104 of 164  ·  3,272 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 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%