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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 122 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 REPX RILEY EXPLORATION PERMIAN IN Energy 24,292.0 $801K 0.00% -17K -41.4% $32.99 +15.7%
2422 GSAT GLOBALSTAR INC Communication Services 9,828.0 $799K 0.00% -38K -79.3% $81.29 +1.3%
2423 YALA YALLA GROUP LTD Technology 145,471.0 $799K 0.00% -16K -9.8% $5.49 +2.7%
2424 LIBERTY MEDIA CORP DEL 9,106.0 $797K 0.00% +130.0 +1.4% $87.57
2425 RAIL FREIGHTCAR AMER INC Industrials 81,834.0 $797K 0.00% -39K -32.5% $9.74 -24.3%
2426 DISV DIMENSIONAL ETF TRUST 19,837.0 $796K 0.00% +3K +19.0% $40.13 +10.9%
2427 WLK WESTLAKE CORPORATION Basic Materials 10,896.0 $795K 0.00% -2K -14.7% $73.01 +8.1%
2428 TDUP THREDUP INC Consumer Cyclical 115,818.0 $793K 0.00% -62K -34.8% $6.85 -59.3%
2429 CPF CENTRAL PAC FINL CORP Financial Services 20,753.0 $793K 0.00% -3K -13.4% $38.20 -2.0%
2430 EQBK EQUITY BANCSHARES INC Financial Services 16,150.0 $791K 0.00% -1K -7.9% $48.99 +1.8%
2431 BROWN FORMAN CORP 29,601.0 $789K 0.00% -9K -23.7% $26.65
2432 OCC OPTICAL CABLE CORP Technology 37,607.0 $789K 0.00% -54K -58.8% $20.97 -34.0%
2433 INFQ INFLEQTION INC Technology 59,131.0 $788K 0.00% NEW $13.32 +6.0%
2434 VOYG VOYAGER TECHNOLOGIES INC Industrials 24,400.0 $787K 0.00% -20K -44.6% $32.25 +19.1%
2435 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 14,758.0 $787K 0.00% +1K +10.0% $53.30 +8.2%
2436 FSBC FIVE STAR BANCORP Financial Services 16,134.0 $786K 0.00% -10K -37.7% $48.69 -7.3%
2437 PELAGOS INS CAP LTD 32,203.0 $784K 0.00% +22K +207.0% $24.35
2438 BHF BRIGHTHOUSE FINL INC Financial Services 12,378.0 $784K 0.00% +2K +14.5% $63.31 -17.4%
2439 SIF SIFCO INDS INC Industrials 33,323.0 $780K 0.00% NEW $23.40 -10.2%
2440 TEM TEMPUS AI INC Healthcare 13,425.0 $778K 0.00% $57.93 +25.5%
Page 122 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%