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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 37 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 EEM ISHARES TR 414,646.0 $23.5M 0.02% +41K +10.8% $56.79 +16.3%
722 IRTC IRHYTHM HOLDINGS INC Healthcare 198,904.0 $23.5M 0.02% -4K -2.2% $118.02 -0.1%
723 HAL HALLIBURTON CO Energy 601,359.0 $23.4M 0.02% +223K +58.9% $38.99 +7.6%
724 TECH BIO-TECHNE CORP Healthcare 447,211.0 $23.4M 0.02% $52.26 -10.6%
725 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 272,089.0 $23.3M 0.02% +28K +11.3% $85.66 +10.5%
726 MKSI MKS INC. Technology 101,214.0 $23.3M 0.02% -25K -19.7% $229.82 +36.3%
727 VCIT VANGUARD SCOTTSDALE FDS 280,897.0 $23.2M 0.02% +235K +510.4% $82.75 -0.7%
728 SPXC SPX TECHNOLOGIES INC Industrials 116,168.0 $23.2M 0.02% +14K +14.0% $199.94 +2.8%
729 TKO TKO GROUP HOLDINGS INC Communication Services 115,038.0 $23.2M 0.02% -6K -5.0% $201.64 -3.6%
730 CUBE CUBESMART Real Estate 630,877.0 $23.1M 0.02% +370K +142.2% $36.65 +9.4%
731 OUTFRONT MEDIA INC 872,450.0 $23.1M 0.02% +106K +13.8% $26.50
732 WSBC WESBANCO INC Financial Services 668,110.0 $23.0M 0.02% +180K +36.9% $34.49 -0.9%
733 LNT ALLIANT ENERGY CORP Utilities 320,193.0 $23.0M 0.02% +75K +30.3% $71.76 +2.1%
734 LKQ LKQ CORP Consumer Cyclical 778,891.0 $22.9M 0.02% +39K +5.2% $29.37 -8.5%
735 ZION ZIONS BANCORPORATION NATL AS Financial Services 396,671.0 $22.9M 0.02% +74K +22.8% $57.62 +7.1%
736 AXS AXIS CAP HLDGS LTD Financial Services 224,164.0 $22.7M 0.02% +22K +10.6% $101.41 -0.7%
737 MANH MANHATTAN ASSOCIATES INC Technology 170,667.0 $22.7M 0.02% +55K +48.1% $133.12 +1.1%
738 DECK DECKERS OUTDOOR CORP Consumer Cyclical 226,705.0 $22.7M 0.02% +139K +159.9% $100.09 +2.5%
739 STLD STEEL DYNAMICS INC Basic Materials 125,648.0 $22.6M 0.02% +8K +6.7% $180.00 +26.8%
740 GFI GOLD FIELDS LTD Basic Materials 497,600.0 $22.6M 0.02% +216K +76.6% $45.40 -11.7%
Page 37 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%