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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 36 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 JXN JACKSON FINANCIAL INC Financial Services 248,943.0 $25.5M 0.02% -4K -1.5% $102.39 +26.8%
702 KMI KINDER MORGAN INC DEL Energy 796,703.0 $25.5M 0.02% -163K -16.9% $31.97 -3.1%
703 BSX BOSTON SCIENTIFIC CORP Healthcare 595,931.0 $25.4M 0.02% -425K -41.6% $42.68 +18.0%
704 MMM 3M CO Industrials 156,498.0 $25.3M 0.02% -74K -32.2% $161.92 +10.5%
705 GPN GLOBAL PMTS INC Industrials 347,886.0 $25.2M 0.02% -134K -27.9% $72.56 +28.8%
706 ESML ISHARES TR 450,960.0 $25.2M 0.02% -2K -0.5% $55.93 -0.2%
707 STLD STEEL DYNAMICS INC Basic Materials 109,847.0 $25.2M 0.02% -16K -12.6% $229.52 -0.4%
708 DCI DONALDSON INC Industrials 280,751.0 $25.2M 0.02% +39K +15.9% $89.77 +3.9%
709 AA ALCOA CORP Basic Materials 482,985.0 $25.2M 0.02% -96K -16.6% $52.14 -0.6%
710 WTS WATTS WATER TECHNOLOGIES INC Industrials 64,217.0 $25.1M 0.02% +4K +5.9% $391.43 -4.1%
711 CHE CHEMED CORP NEW Healthcare 53,732.0 $25.0M 0.02% -6K -9.3% $465.76 +16.1%
712 SF STIFEL FINL CORP Financial Services 358,646.0 $25.0M 0.02% -54K -13.1% $69.77 +16.0%
713 SHEL SHELL PLC Energy 322,268.0 $25.0M 0.02% -108K -25.1% $77.54 +20.4%
714 DY DYCOM INDS INC Industrials 49,150.0 $24.8M 0.02% +15K +43.5% $505.59 -22.3%
715 UDR UDR INC Real Estate 619,837.0 $24.7M 0.02% -362K -36.9% $39.92 -5.4%
716 BFLY BUTTERFLY NETWORK INC Healthcare 2,937,872.0 $24.7M 0.02% +639K +27.8% $8.42 +13.4%
717 FANG DIAMONDBACK ENERGY INC Energy 140,720.0 $24.7M 0.02% $175.78 +19.9%
718 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 491,082.0 $24.5M 0.02% -370K -43.0% $49.98 +4.7%
719 CFG CITIZENS FINL GROUP INC Financial Services 350,195.0 $24.5M 0.02% $70.05 -0.3%
720 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 300,619.0 $24.5M 0.02% +97K +47.9% $81.51 +6.9%
Page 36 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 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%