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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 142 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 ATLANTA BRAVES HLDGS INC 7,172.0 $306K +178.0 +2.5% $42.69
2822 AUPH AURINIA PHARMACEUTICALS INC Healthcare 20,645.0 $306K +137.0 +0.7% $14.82 +4.9%
2823 CMP COMPASS MINERALS INTL INC Basic Materials 13,074.0 $305K NEW $23.35 +20.9%
2824 IMMUNITYBIO INC 39,330.0 $302K -39K -49.6% $7.67
2825 APOLLO GLOBAL MGMT INC 5,150.0 $301K $58.46
2826 IIPR INNOVATIVE INDL PPTYS INC Real Estate 5,872.0 $295K -73.0 -1.2% $50.16 +8.8%
2827 IJS ISHARES TR 2,480.0 $294K +642.0 +34.9% $118.45 +5.5%
2828 IRHYTHM HOLDINGS INC 269,000.0 $293K $1.09
2829 NFBK NORTHFIELD BANCORP INC DEL Financial Services 21,517.0 $291K -3K -12.8% $13.54 +3.1%
2830 FRHC FREEDOM HOLDING CORP Financial Services 2,004.0 $290K $144.88 +0.3%
2831 ERIE ERIE INDTY CO Financial Services 1,155.0 $290K -275.0 -19.2% $251.27 -11.8%
2832 SEAGATE HDD CAYMAN 61,000.0 $290K -65K -51.6% $4.75
2833 LIBERTY MEDIA CORP DEL 250,000.0 $288K $1.15
2834 DXPE DXP ENTERPRISES INC Industrials 2,061.0 $288K $139.73 +4.4%
2835 CLVT CLARIVATE PLC Technology 113,332.0 $287K +63K +123.7% $2.53 -2.0%
2836 BURLINGTON STORES INC 173,000.0 $285K $1.65
2837 CLSK CLEANSPARK INC Technology 33,464.0 $285K -12K -27.1% $8.51 +72.6%
2838 ETSY INC 292,000.0 $285K $0.98
2839 BSRR SIERRA BANCORP Financial Services 8,383.0 $284K NEW $33.92 +11.7%
2840 PAYO PAYONEER GLOBAL INC Technology 58,673.0 $283K -68K -53.5% $4.83 -0.6%
Page 142 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%