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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 137 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 149,391.0 $415K +40K +36.3% $2.78 -11.2%
2722 NTSK NETSKOPE INC Technology 48,897.0 $415K +30K +161.3% $8.49 +34.6%
2723 IYC ISHARES TR 4,278.0 $415K NEW $96.92 +5.0%
2724 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 8,781.0 $414K -453.0 -4.9% $47.14 -18.7%
2725 BTBT BIT DIGITAL INC Financial Services 314,418.0 $412K +299K +1879.6% $1.31 +34.4%
2726 BCML BAYCOM CORP Financial Services 13,793.0 $410K +4K +42.3% $29.73 +3.1%
2727 DCTH DELCATH SYS INC Healthcare 44,058.0 $409K +22K +100.0% $9.28 +16.9%
2728 ENGENE HOLDINGS INC 60,036.0 $409K NEW $6.81
2729 MNDY MONDAY COM LTD Technology 5,905.0 $408K -35K -85.6% $69.11 +12.9%
2730 NORTHERN OIL & GAS INC 371,000.0 $407K +137K +58.5% $1.10
2731 ACRE ARES COML REAL ESTATE CORP Real Estate 84,596.0 $406K +40K +88.8% $4.80 -0.0%
2732 KRMD KORU MEDICAL SYSTEMS INC Healthcare 93,772.0 $405K +12K +14.8% $4.32 -7.4%
2733 KE KIMBALL ELECTRONICS INC Industrials 16,999.0 $403K +5K +46.3% $23.69 -1.2%
2734 JBLU JETBLUE AIRWAYS CORP Industrials 91,109.0 $403K +75K +470.0% $4.42 -0.9%
2735 EOSE EOS ENERGY ENTERPRISES INC Industrials 80,885.0 $401K +37K +83.6% $4.96 +38.7%
2736 HEWLETT PACKARD ENTERPRISE C 6,275.0 $400K +2K +40.9% $63.74
2737 QS QUANTUMSCAPE CORP Consumer Cyclical 61,631.0 $393K -3K -4.9% $6.38 +14.4%
2738 KOD KODIAK SCIENCES INC Healthcare 10,287.0 $392K -10K -50.2% $38.12 -9.7%
2739 ASAN ASANA INC Technology 60,926.0 $390K -60K -49.6% $6.40 +3.8%
2740 RDCM RADCOM LTD Communication Services 32,066.0 $390K -31K -48.9% $12.16 +17.9%
Page 137 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%