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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 141 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 PARK PARK DENTAL PARTNERS INC Healthcare 16,057.0 $346K -19K -53.8% $21.55 -4.4%
2802 ASUR ASURE SOFTWARE INC Technology 43,417.0 $345K -48K -52.6% $7.94 +10.1%
2803 IMMUNITYBIO INC 39,330.0 $344K $8.76
2804 GIC GLOBAL INDUSTRIAL COMPANY Industrials 10,284.0 $344K -7K -41.4% $33.46 +17.9%
2805 FRESHPET INC 295,000.0 $342K $1.16
2806 ESRT EMPIRE ST RLTY TR INC Real Estate 63,218.0 $342K -33K -34.3% $5.41 -10.9%
2807 IWY ISHARES TR 1,168.0 $339K +285.0 +32.3% $290.62 -1.7%
2808 CNA CNA FINL CORP Financial Services 6,973.0 $339K -1K -14.4% $48.63 +0.7%
2809 HBT HBT FINL INC. Financial Services 10,597.0 $339K $31.99 +11.8%
2810 PLRX PLIANT THERAPEUTICS INC Healthcare 297,291.0 $339K $1.14 +1.3%
2811 IDN INTELLICHECK MOBILISA INC Technology 82,535.0 $338K -93K -52.9% $4.10 -28.0%
2812 TFSL TFS FINL CORP Financial Services 19,019.0 $337K +890.0 +4.9% $17.72 -0.5%
2813 ARVN ARVINAS INC Healthcare 40,372.0 $335K -38K -48.6% $8.31 +12.7%
2814 MICROCHIP TECHNOLOGY INC. 4,360.0 $334K $76.71
2815 THOMSON REUTERS CORP 4,088.0 $334K NEW $81.68
2816 DFIC DIMENSIONAL ETF TRUST 8,945.0 $333K $37.26 +5.8%
2817 KBDC KAYNE ANDERSON BDC INC Financial Services 24,580.0 $333K -29K -53.8% $13.53 -1.3%
2818 AVALO THERAPEUTICS INC 17,931.0 $331K -39K -68.5% $18.48
2819 ON SEMICONDUCTOR CORP 182,000.0 $331K -180K -49.7% $1.82
2820 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 11,048.0 $330K -54K -83.1% $29.89 -20.3%
Page 141 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%