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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 23 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RVTY REVVITY INC Healthcare 437,074.0 $48.6M 0.04% -266K -37.9% $111.26 +7.4%
442 CHD CHURCH & DWIGHT CO INC Consumer Defensive 501,469.0 $48.6M 0.04% +6K +1.3% $96.88 +2.2%
443 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,626,316.0 $48.5M 0.04% +303K +22.9% $29.85 +4.2%
444 MTZ MASTEC INC Industrials 116,639.0 $48.5M 0.04% +28K +30.9% $416.06 -34.6%
445 VNO VORNADO RLTY TR Real Estate 1,229,546.0 $48.3M 0.04% +158K +14.8% $39.30 -2.3%
446 LFUS LITTELFUSE INC Technology 104,421.0 $47.6M 0.04% -29K -21.5% $455.37 -8.9%
447 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 609,866.0 $47.5M 0.04% -233K -27.6% $77.87 -10.4%
448 SIMO SILICON MOTION TECHNOLOGY CO Technology 142,327.0 $47.4M 0.04% +33K +30.5% $333.33 -27.2%
449 EQR EQUITY RESIDENTIAL Real Estate 697,687.0 $47.4M 0.04% +46K +7.0% $67.93 -6.3%
450 CX CEMEX SA EURO MTN BE 144A Basic Materials 3,920,531.0 $47.0M 0.04% -230K -5.5% $12.00 -11.2%
451 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 632,612.0 $46.8M 0.04% +3K +0.5% $74.04 +1.8%
452 QXO QXO INC Industrials 2,703,071.0 $46.7M 0.04% +162K +6.4% $17.28 -18.3%
453 HIW HIGHWOODS PPTYS INC Real Estate 1,546,723.0 $46.6M 0.04% +199K +14.8% $30.16 +3.7%
454 BBD BANCO BRADESCO S A Financial Services 13,413,039.0 $46.5M 0.04% -5.9M -30.5% $3.47 -12.1%
455 ABT ABBOTT LABORATORIES Healthcare 512,694.0 $46.5M 0.04% -17K -3.1% $90.74 +26.1%
456 TIGO MILLICOM INTL CELLULAR S A Communication Services 511,799.0 $46.5M 0.04% -35K -6.4% $90.76 -2.2%
457 HTHT H WORLD GROUP LTD Consumer Cyclical 1,113,277.0 $46.4M 0.04% +418K +60.2% $41.72 +16.5%
458 AAON AAON INC Industrials 365,700.0 $46.4M 0.04% -52K -12.5% $126.86 -36.2%
459 TRV TRAVELERS COMPANIES INC Financial Services 140,266.0 $46.3M 0.04% -34K -19.4% $330.08 +9.7%
460 VYM VANGUARD WHITEHALL FDS 292,707.0 $46.3M 0.04% +3K +0.9% $158.03 +4.6%
Page 23 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%