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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 137 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 FMBH FIRST MID BANCSHARES INC Financial Services 8,585.0 $413K -5K -38.2% $48.09 +4.6%
2722 SDHC SMITH DOUGLAS HOMES CORP Real Estate 26,421.0 $411K -27K -50.2% $15.54 -20.1%
2723 LBRX LB PHARMACEUTICALS INC Healthcare 12,611.0 $409K NEW $32.45 +46.8%
2724 FVD FIRST TR EXCHANGE-TRADED FD 8,480.0 $409K +2K +30.2% $48.18 +5.2%
2725 RRR RED ROCK RESORTS INC Consumer Cyclical 6,264.0 $408K -25K -80.3% $65.06 -6.1%
2726 ARI APOLLO COML REAL ESTATE FIN Real Estate 38,155.0 $407K -16K -29.6% $10.68 -35.1%
2727 IYK ISHARES TR 5,603.0 $407K +2K +49.3% $72.66 +3.7%
2728 DFUV DIMENSIONAL ETF TRUST 7,394.0 $407K NEW $55.01 +4.4%
2729 BIOHAVEN LTD 27,328.0 $407K -6K -18.3% $14.88
2730 MGK VANGUARD WORLD FD 4,609.0 $405K +4K +560.3% $87.91 +1.2%
2731 BMRC BANK OF MARIN BANCORP Financial Services 14,619.0 $405K -7K -33.6% $27.70 -2.9%
2732 COFS CHOICEONE FINANCIA Financial Services 11,892.0 $404K -8K -38.7% $34.00 -2.5%
2733 ZG ZILLOW GROUP INC 12,884.0 $404K -1K -8.7% $31.37
2734 STXS STEREOTAXIS INC Healthcare 234,612.0 $404K -284K -54.8% $1.72 -17.4%
2735 TRT TRIO TECH INTL Technology 32,489.0 $400K NEW $12.32 -10.7%
2736 PRK PARK NATL CORP Financial Services 2,187.0 $400K -30.0 -1.4% $182.99 +10.5%
2737 CHEFS WHSE INC 179,000.0 $400K $2.23
2738 SYM SYMBOTIC INC Industrials 8,887.0 $399K -136K -93.8% $44.95 -6.9%
2739 SUJA LIFE INC 39,051.0 $397K NEW $10.16
2740 AUPH AURINIA PHARMACEUTICALS INC Healthcare 23,356.0 $396K +3K +13.1% $16.97 -1.9%
Page 137 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%