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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 147 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 FNDE SCHWAB STRATEGIC TR 6,595.0 $262K $39.68 +4.6%
2922 FRHC FREEDOM HOLDING CORP Financial Services 2,004.0 $261K $130.47 +25.5%
2923 FDLO FIDELITY COVINGTON TRUST 3,819.0 $261K NEW $68.33 +5.9%
2924 LVHI LEGG MASON ETF INVT 6,430.0 $261K $40.58 +5.3%
2925 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 26,852.0 $260K -35K -56.5% $9.68 -8.2%
2926 FLUOR CORP 196,000.0 $259K $1.32
2927 VONE VANGUARD SCOTTSDALE FDS 765.0 $259K NEW $338.72 +2.1%
2928 CDL VICTORY PORTFOLIOS II 3,338.0 $259K $77.57 +4.0%
2929 IMXI INTERNATIONAL MONEY EXPRESS Technology 17,875.0 $258K -7K -27.0% $14.45 -2.8%
2930 FLGT FULGENT GENETICS INC Healthcare 12,586.0 $258K -62K -83.0% $20.52 -2.9%
2931 DAMORA THERAPEUTICS INC 9,921.0 $258K NEW $26.01
2932 WOR WORTHINGTON ENTERPRISES INC Industrials 4,799.0 $258K +198.0 +4.3% $53.77 +5.0%
2933 AVEX AEVEX CORP Industrials 12,339.0 $258K NEW $20.89 -13.5%
2934 NN NEXTNAV INC Communication Services 14,444.0 $258K $17.83 -2.8%
2935 PURR HYPERLIQUID STRATEGIES INC Basic Materials 32,650.0 $257K NEW $7.87 +28.1%
2936 BGS B & G FOODS INC Consumer Defensive 64,325.0 $256K -26K -28.9% $3.98 -16.2%
2937 THFF FIRST FINANCIAL CORPORATION Financial Services 3,297.0 $255K -3K -46.3% $77.44 +2.1%
2938 WGS GENEDX HOLDINGS CORP Healthcare 3,711.0 $255K -14K -79.0% $68.66 +20.2%
2939 VGZ VISTA GOLD CORP Basic Materials 132,899.0 $254K $1.91 +26.7%
2940 IHDG WISDOMTREE TR 4,842.0 $254K $52.38 +1.2%
Page 147 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 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%