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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 134 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 MKS INC. 296,000.0 $489K $1.65
2662 III INFORMATION SVCS GROUP INC Technology 126,389.0 $485K -87K -40.8% $3.84 +12.2%
2663 HELE HELEN OF TROY LTD Consumer Defensive 33,637.0 $485K -11K -24.1% $14.42 +68.9%
2664 NBTB NBT BANCORP INC Financial Services 11,310.0 $482K -11K -49.3% $42.59 +5.2%
2665 PCRX PACIRA BIOSCIENCES INC Healthcare 21,261.0 $481K -3K -10.6% $22.60 -1.3%
2666 VKTX VIKING THERAPEUTICS INC Healthcare 14,749.0 $480K +5K +46.8% $32.54 -12.7%
2667 VNDA VANDA PHARMACEUTICALS INC Healthcare 69,295.0 $479K -121K -63.6% $6.91 -13.3%
2668 CIVB CIVISTA BANCSHARES INC Financial Services 20,887.0 $476K -5K -19.0% $22.79 +8.9%
2669 BFS SAUL CTRS INC Real Estate 14,590.0 $475K +4K +37.5% $32.58 +4.1%
2670 APLS APELLIS PHARMACEUTICALS INC Healthcare 11,747.0 $473K -49K -80.5% $40.23 +2.0%
2671 LOGI LOGITECH INTL S A Technology 5,178.0 $472K +2K +60.1% $91.15 +13.7%
2672 SHBI SHORE BANCSHARES INC Financial Services 25,234.0 $471K +7K +38.1% $18.68 +2.5%
2673 DOYU DOUYU INTL HLDGS LTD Communication Services 93,265.0 $468K $5.02 -6.4%
2674 ON SEMICONDUCTOR CORP 362,000.0 $467K $1.29
2675 SPT SPROUT SOCIAL INC Technology 81,835.0 $466K +23K +40.1% $5.70 +17.9%
2676 UGP ULTRAPAR PARTICIPACOES SA Energy 84,176.0 $464K +5K +6.0% $5.51 +2.2%
2677 ON SEMICONDUCTOR CORP 471,000.0 $462K -344K -42.2% $0.98
2678 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 82,373.0 $461K +40K +93.9% $5.60 +1.8%
2679 ENVISTA HOLDINGS CORPORATION 463,000.0 $461K -308K -40.0% $1.00
2680 CENTRAIS ELET BRAS SA 40,858.0 $461K NEW $11.28
Page 134 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%