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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 118 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 SIRIUSPOINT LTD 38,276.0 $919K 0.00% +6K +20.2% $24.00
2342 LINE LINEAGE INC Real Estate 21,236.0 $918K 0.00% -497.0 -2.3% $43.25 -3.8%
2343 CLBT CELLEBRITE DI LTD Technology 62,683.0 $915K 0.00% +32K +101.3% $14.60 -24.3%
2344 TSAKOS ENERGY NAVIGATION LTD 25,829.0 $914K 0.00% NEW $35.37
2345 JCAP JEFFERSON CAPITAL INC Financial Services 46,915.0 $913K 0.00% -6K -10.6% $19.47 +14.5%
2346 OSUR ORASURE TECHNOLOGIES INC Healthcare 204,510.0 $912K 0.00% -213K -51.1% $4.46 -13.0%
2347 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 5,264.0 $911K 0.00% +302.0 +6.1% $173.12 -7.6%
2348 EWT ISHARES INC 8,381.0 $910K 0.00% +242.0 +3.0% $108.60 -4.0%
2349 CALUMET INC 25,236.0 $909K 0.00% +4K +16.8% $36.02
2350 PFS PROVIDENT FINL SVCS INC Financial Services 38,352.0 $907K 0.00% -16K -29.3% $23.64 +0.3%
2351 THM INTERNATIONAL TOWER HILL MIN Basic Materials 454,700.0 $905K 0.00% -146K -24.3% $1.99 +41.2%
2352 SND SMART SAND INC Energy 180,559.0 $905K 0.00% -152K -45.7% $5.01 -3.2%
2353 UMH UMH PPTYS INC Real Estate 59,729.0 $904K 0.00% -74K -55.3% $15.14 +9.0%
2354 COUR COURSERA INC Consumer Defensive 160,159.0 $903K 0.00% +143K +819.6% $5.64 +6.4%
2355 ICFI ICF INTL INC Industrials 12,357.0 $900K 0.00% -28K -69.4% $72.86 +22.2%
2356 NHI NATIONAL HEALTH INVS INC Real Estate 11,803.0 $900K 0.00% -10K -45.6% $76.26 -3.8%
2357 BTBT BIT DIGITAL INC Financial Services 499,453.0 $899K 0.00% +185K +58.9% $1.80 -15.0%
2358 TECK TECK RESOURCES LTD Basic Materials 15,116.0 $899K 0.00% -36K -70.3% $59.47 +16.4%
2359 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 40,101.0 $896K 0.00% -2K -4.9% $22.34 +4.7%
2360 CVLG COVENANT LOGISTICS GROUP INC Industrials 20,240.0 $894K 0.00% -32K -60.9% $44.18 -20.3%
Page 118 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%