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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $108.4B AUM 6,108 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 254 New 2032 Added 733 Reduced 144 Exited
Page 132 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 GO GROCERY OUTLET HLDG CORP Consumer Defensive 78,260.0 $552K 0.00% +67K +573.5% $7.05 +9.1%
2622 PEBBLEBROOK HOTEL TR 28,542.0 $551K 0.00% +14K +100.0% $19.30
2623 COFS CHOICEONE FINANCIA Financial Services 19,392.0 $545K 0.00% NEW $28.12 +10.8%
2624 HBCP HOMEBANCORP INC Financial Services 8,994.0 $545K 0.00% +4K +69.9% $60.58 +4.7%
2625 CAPR CAPRICOR THERAPEUTICS INC Healthcare 17,805.0 $541K +5K +41.2% $30.40 -6.2%
2626 MFC MANULIFE FINL CORP Financial Services 15,636.0 $539K +3K +21.1% $34.45 +11.4%
2627 COSO COASTALSOUTH BANCSHARES INC Financial Services 21,672.0 $533K +8K +61.5% $24.59 +3.7%
2628 FREIGHTOS LTD 324,902.0 $533K +225K +226.8% $1.64
2629 ENR ENERGIZER HLDGS INC Industrials 32,449.0 $533K +17K +116.5% $16.42 +0.0%
2630 DFTX DEFINIUM THERAPEUTICS INC Healthcare 28,117.0 $531K NEW $18.90 +11.8%
2631 SMRT SMARTRENT INC Technology 351,956.0 $528K +208K +144.5% $1.50 -18.3%
2632 TBN TAMBORAN RES CORP Basic Materials 10,514.0 $526K NEW $49.99 -27.7%
2633 JAMES RIV GROUP HOLDINGS INC 83,400.0 $525K +36K +75.8% $6.30
2634 IHRT IHEARTMEDIA INC Communication Services 179,838.0 $525K -98K -35.2% $2.92 +62.0%
2635 FNDF SCHWAB STRATEGIC TR 10,717.0 $524K +1K +16.1% $48.93 +8.2%
2636 JOE ST JOE CO Real Estate 8,333.0 $523K +3K +51.8% $62.80 +1.7%
2637 VERA VERA THERAPEUTICS INC Healthcare 13,001.0 $523K +7K +114.2% $40.23 -15.0%
2638 ERII ENERGY RECOVERY INC Industrials 51,837.0 $522K NEW $10.07 -15.9%
2639 SLV ISHARES SILVER TR Financial Services 7,660.0 $522K NEW $68.14 -0.8%
2640 WHG WESTWOOD HLDGS GROUP INC Financial Services 31,659.0 $521K +8K +31.3% $16.47 -4.5%
Page 132 of 162  ·  3,228 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 28.3%
Financial Services 12.4%
Industrials 11.8%
Healthcare 10.5%
Consumer Cyclical 10.2%
Communication Services 8.1%
Real Estate 5.5%
Energy 3.8%
Consumer Defensive 3.4%
Basic Materials 3.2%