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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 21 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SANDISK CORP 82,159.0 $52.2M 0.05% -5K -6.1% $635.39
402 IWO ISHARES TR 166,044.0 $52.1M 0.05% -5K -2.7% $313.81 +13.9%
403 TEL TE CONNECTIVITY PLC Technology 248,692.0 $52.0M 0.05% +36K +16.9% $209.03 -1.9%
404 CNI CANADIAN NATL RY CO Industrials 505,257.0 $51.9M 0.05% -72K -12.4% $102.77 +8.8%
405 ADP AUTOMATIC DATA PROCESSING IN Industrials 255,010.0 $51.8M 0.05% +114K +81.1% $203.19 +9.7%
406 BX BLACKSTONE INC Financial Services 448,746.0 $51.6M 0.05% +16K +3.6% $114.98 +1.8%
407 SO SOUTHERN CO Utilities 533,959.0 $51.5M 0.05% +117K +28.1% $96.52 -4.1%
408 WCC WESCO INTL INC Industrials 187,801.0 $51.4M 0.05% -22K -10.3% $273.62 +31.1%
409 CNH INDL N V 4,666,201.0 $51.3M 0.05% +1.8M +61.4% $11.00
410 SLB SLB LIMITED Energy 997,212.0 $51.2M 0.05% +243K +32.3% $51.39 +7.8%
411 CNC CENTENE CORP DEL Healthcare 1,564,530.0 $51.2M 0.05% -34K -2.1% $32.74 +77.9%
412 LSCC LATTICE SEMICONDUCTOR CORP Technology 551,510.0 $51.2M 0.05% +65K +13.4% $92.76 +29.5%
413 LEN LENNAR CORP Consumer Cyclical 588,176.0 $51.1M 0.05% -6K -1.1% $86.84 -5.2%
414 EIX EDISON INTL Utilities 697,716.0 $51.1M 0.05% +438K +169.1% $73.18 -5.5%
415 INVH INVITATION HOMES INC Real Estate 2,053,588.0 $51.0M 0.05% -695K -25.3% $24.85 +12.4%
416 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 629,254.0 $50.9M 0.05% -6K -1.0% $80.94 +4.1%
417 TER TERADYNE INC Technology 171,309.0 $50.8M 0.05% -142K -45.4% $296.46 +14.0%
418 TRV TRAVELERS COMPANIES INC Financial Services 173,964.0 $50.7M 0.05% +13K +8.2% $291.70 +2.8%
419 RF REGIONS FINANCIAL CORP NEW Financial Services 1,936,074.0 $50.6M 0.05% -43K -2.2% $26.12 +2.1%
420 ULTA ULTA BEAUTY INC Consumer Cyclical 96,691.0 $50.5M 0.05% +20K +26.4% $522.74 -5.4%
Page 21 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%