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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 3 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 1,608,573.0 $408.5M 0.36% -353K -18.0% $253.97 +3.3%
42 JPM JPMORGAN CHASE & CO Financial Services 1,174,779.0 $384.5M 0.34% -124K -9.5% $327.33 +10.3%
43 VBR VANGUARD INDEX FDS 1,515,431.0 $368.2M 0.33% +29K +1.9% $242.98 +2.8%
44 AMAT APPLIED MATLS INC Technology 505,531.0 $365.5M 0.32% -149K -22.8% $723.01 -26.0%
45 SCHP SCHWAB STRATEGIC TR 13,667,827.0 $362.2M 0.32% +713K +5.5% $26.50 -2.3%
46 VBK VANGUARD INDEX FDS 982,654.0 $359.4M 0.32% $365.71 +0.1%
47 IEFA ISHARES TR 3,612,061.0 $348.9M 0.31% +70K +2.0% $96.58 +4.6%
48 SEIQ SEI EXCHANGE TRADED FUNDS 8,644,643.0 $340.7M 0.30% +433K +5.3% $39.41 +5.0%
49 CSCO CISCO SYS INC Technology 2,848,964.0 $334.6M 0.29% -62K -2.1% $117.46 -3.9%
50 ACWV ISHARES INC 2,745,969.0 $330.1M 0.29% +89K +3.4% $120.23 +4.8%
51 PAAA PGIM ETF TR 6,345,361.0 $325.3M 0.29% +257K +4.2% $51.27 +0.3%
52 SUB ISHARES TR 2,950,954.0 $314.2M 0.28% +91K +3.2% $106.47 -0.2%
53 CAT CATERPILLAR INC Industrials 290,919.0 $309.8M 0.27% +82K +39.0% $1064.83 -17.2%
54 VTIP VANGUARD MALVERN FDS 6,019,982.0 $302.4M 0.27% +292K +5.1% $50.23 -1.1%
55 NHYB NUSHARES ETF TR 12,150,341.0 $301.2M 0.27% +989K +8.9% $24.79 -0.6%
56 C CITIGROUP INC Financial Services 2,108,742.0 $295.2M 0.26% -52K -2.4% $139.97 -1.0%
57 ADI ANALOG DEVICES INC Technology 731,699.0 $290.6M 0.26% +88K +13.7% $397.16 -1.7%
58 CBRE CBRE GROUP INC Real Estate 2,144,298.0 $288.8M 0.26% -37K -1.7% $134.69 +9.9%
59 VWOB VANGUARD WHITEHALL FDS 4,283,035.0 $288.0M 0.25% +186K +4.5% $67.24 -2.0%
60 DLR DIGITAL RLTY TR INC Real Estate 1,590,072.0 $285.5M 0.25% -56K -3.4% $179.58 +10.2%
Page 3 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%