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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 130 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 IDR IDAHO STRATEGIC RESOURCES Basic Materials 17,309.0 $567K 0.00% -2K -10.9% $32.75 -0.2%
2582 PAA PLAINS ALL AMERN PIPELINE L Energy 25,343.0 $564K NEW $22.26 +10.6%
2583 WYY WIDEPOINT CORP Technology 32,088.0 $562K NEW $17.50 -47.8%
2584 MAX MEDIAALPHA INC Communication Services 44,637.0 $561K +9K +24.9% $12.57 +2.9%
2585 BLKB BLACKBAUD INC Technology 18,893.0 $560K -8K -29.8% $29.64 +60.3%
2586 TETRA TECH INC NEW 533,000.0 $560K $1.05
2587 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 17,604.0 $560K -4K -16.7% $31.80 +9.3%
2588 ETSY INC 550,000.0 $560K +258K +88.4% $1.02
2589 DUOT DUOS TECHNOLOGIES GROUP INC Technology 46,536.0 $558K NEW $12.00 -14.0%
2590 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 13,233.0 $558K -15K -53.6% $42.18 +4.6%
2591 VOT VANGUARD INDEX FDS 1,821.0 $558K NEW $306.30 -0.3%
2592 SNAP SNAP INC Communication Services 125,623.0 $558K -55K -30.4% $4.44 +17.9%
2593 FLO FLOWERS FOODS INC Consumer Defensive 70,464.0 $557K -26K -26.9% $7.90 -12.0%
2594 E ENI SPA Energy 11,872.0 $556K -139.0 -1.2% $46.86 +20.5%
2595 AMPG AMPLITECH GROUP INC Technology 79,747.0 $555K NEW $6.96 -50.3%
2596 CNDT CONDUENT INC Technology 379,933.0 $555K +53K +16.1% $1.46 +10.3%
2597 FG F&G ANNUITIES & LIFE INC Financial Services 20,806.0 $553K -8K -28.0% $26.59 -15.1%
2598 CBL CBL & ASSOC PPTYS INC Real Estate 10,419.0 $553K NEW $53.09 +4.2%
2599 SGRY SURGERY PARTNERS INC Healthcare 32,864.0 $552K NEW $16.80 -13.6%
2600 HIFS HINGHAM INSTN SVGS MASS Financial Services 1,794.0 $551K -1K -43.8% $307.15 -3.2%
Page 130 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%