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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 14 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EOG EOG RES INC Energy 614,370.0 $88.8M 0.08% +117K +23.5% $144.57 -5.9%
262 AOS SMITH A O CORP Industrials 1,346,863.0 $88.8M 0.08% $65.94 -15.1%
263 BA BOEING CO Industrials 443,254.0 $88.2M 0.08% +121K +37.8% $199.04 +10.8%
264 GLW CORNING INC Technology 647,504.0 $88.0M 0.08% -232K -26.4% $135.97 +53.2%
265 SELV SEI EXCHANGE TRADED FUNDS 2,721,070.0 $88.0M 0.08% $32.34 +0.4%
266 AWK AMERICAN WTR WKS CO INC NEW Utilities 644,238.0 $87.7M 0.08% +24K +3.8% $136.09 -8.7%
267 EMN EASTMAN CHEM CO Basic Materials 1,147,650.0 $87.6M 0.08% +90K +8.5% $76.32 -5.0%
268 ESS ESSEX PPTY TR INC Real Estate 361,694.0 $87.5M 0.08% +9K +2.5% $242.00 +11.0%
269 ICICI BANK LIMITED 3,372,826.0 $87.4M 0.08% +103K +3.1% $25.90
270 DELL DELL TECHNOLOGIES INC Technology 530,460.0 $87.1M 0.08% +18K +3.5% $164.13 +51.0%
271 FITB FIFTH THIRD BANCORP Financial Services 1,872,450.0 $87.0M 0.08% +886K +89.8% $46.46 +2.7%
272 FERG FERGUSON ENTERPRISES INC Industrials 369,918.0 $86.3M 0.08% +72K +24.1% $233.26 -0.5%
273 MLM MARTIN MARIETTA MATLS INC Basic Materials 145,772.0 $85.8M 0.08% -5K -3.5% $588.68 -2.3%
274 ROST ROSS STORES INC Consumer Cyclical 394,990.0 $85.6M 0.08% +152K +62.7% $216.64 -1.6%
275 CSX CSX CORP Industrials 2,082,874.0 $85.5M 0.08% +415K +24.9% $41.05 +11.9%
276 WEC WEC ENERGY GROUP INC Utilities 736,978.0 $85.3M 0.08% -6K -0.8% $115.77 -3.6%
277 EWBC EAST WEST BANCORP INC Financial Services 793,846.0 $84.7M 0.08% -50K -5.9% $106.76 +12.9%
278 RPM RPM INTL INC Basic Materials 851,521.0 $84.6M 0.08% +194K +29.6% $99.40 -1.0%
279 O REALTY INCOME CORP Real Estate 1,376,636.0 $84.2M 0.08% -330K -19.3% $61.18 +1.3%
280 ICLR ICON PLC Healthcare 757,489.0 $83.8M 0.08% -28K -3.6% $110.66 +5.8%
Page 14 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%