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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 157 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 FF FUTUREFUEL CORP Basic Materials 32,196.0 $146K $4.52 +26.3%
3122 TLSI TRISALUS LIFE SCIENCES INC Healthcare 31,809.0 $145K -37K -53.8% $4.55 +20.7%
3123 SEVN SEVEN HILLS REALTY TRUST Real Estate 17,044.0 $144K -6K -25.1% $8.43 -8.9%
3124 POWW OUTDOOR HOLDING CO Industrials 62,770.0 $143K $2.28 -0.0%
3125 ALEC ALECTOR INC Healthcare 71,151.0 $143K +17K +32.1% $2.01 +20.9%
3126 VNDA VANDA PHARMACEUTICALS INC Healthcare 23,172.0 $142K -46K -66.6% $6.12 -9.0%
3127 VERTEX INC 159,000.0 $142K $0.89
3128 RPD RAPID7 INC Technology 17,350.0 $141K NEW $8.10 +50.7%
3129 PAYSAFE LIMITED 18,707.0 $140K $7.47
3130 EBS EMERGENT BIOSOLUTIONS INC Healthcare 16,557.0 $139K -3K -13.8% $8.38 -41.6%
3131 UPSTREAM BIO INC 20,026.0 $139K NEW $6.92
3132 RUBRIK INC. 135,000.0 $138K NEW $1.02
3133 PACK RANPAK HOLDINGS CORP Consumer Cyclical 18,773.0 $137K -102K -84.5% $7.31 -30.5%
3134 REPOSITRAK INC 14,997.0 $135K NEW $9.00
3135 WBTN WEBTOON ENTMT INC Technology 11,754.0 $134K NEW $11.42 -25.2%
3136 OCGN OCUGEN INC Healthcare 87,495.0 $134K NEW $1.53 -3.3%
3137 ACHIEVE LIFE SCIENCE INC 20,500.0 $134K NEW $6.53
3138 RNAC CARTESIAN THERAPEUTICS INC Healthcare 12,764.0 $133K $10.42 +0.7%
3139 NEXA NEXA RES S A Basic Materials 10,848.0 $133K NEW $12.24 +15.8%
3140 TTGT TECHTARGET INC Communication Services 36,562.0 $132K +454.0 +1.3% $3.60 +6.1%
Page 157 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%