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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 132 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 INTERNATIONAL BANCSHARES COR 6,843.0 $520K $75.95
2622 SBSI SOUTHSIDE BANCSHARES INC Financial Services 14,755.0 $519K -6K -28.4% $35.19 -8.9%
2623 GHG GREENTREE HOSPITALITY GROUP Consumer Cyclical 458,435.0 $518K $1.13 -1.8%
2624 LADR LADDER CAP CORP Real Estate 51,833.0 $516K -54K -51.1% $9.95 -0.3%
2625 UUUU ENERGY FUELS INC Energy 35,545.0 $515K +2K +6.4% $14.50 +4.4%
2626 NVCT NUVECTIS PHARMA INC Healthcare 27,963.0 $514K NEW $18.39 +28.1%
2627 TRN TRINITY INDS INC Industrials 14,776.0 $511K -4K -20.4% $34.58 -13.9%
2628 SCHB SCHWAB STRATEGIC TR 17,629.0 $511K +3K +19.0% $28.96 +2.2%
2629 CLFD CLEARFIELD INC Technology 12,776.0 $508K NEW $39.79 -30.8%
2630 RMNI RIMINI STR INC DEL Technology 118,999.0 $507K +87K +271.7% $4.26 +23.2%
2631 XGN EXAGEN INC Healthcare 109,005.0 $507K -135K -55.4% $4.65 +70.3%
2632 AROW ARROW FINL CORP Financial Services 12,328.0 $505K -6K -34.1% $40.99 -6.1%
2633 RDCM RADCOM LTD Communication Services 35,823.0 $505K +4K +11.7% $14.10 -26.8%
2634 BWEN BROADWIND INC Industrials 104,414.0 $504K NEW $4.83 -7.7%
2635 REPL REPLIMUNE GROUP INC Healthcare 45,403.0 $503K NEW $11.07 +33.4%
2636 TBI TRUEBLUE INC Industrials 71,997.0 $502K -45K -38.4% $6.97 +52.2%
2637 CIM CHIMERA INVT CORP Real Estate 37,434.0 $499K +1K +3.2% $13.34 -13.6%
2638 SPT SPROUT SOCIAL INC Technology 66,083.0 $499K -16K -19.2% $7.55 +32.7%
2639 LXU LSB INDS INC Basic Materials 46,083.0 $498K -136K -74.7% $10.81 +2.9%
2640 AEBI SCHMIDT HLDG AG 39,512.0 $496K -39K -49.6% $12.55
Page 132 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%