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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 37 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CUBE CUBESMART Real Estate 616,077.0 $24.5M 0.02% -15K -2.4% $39.77 +2.8%
722 FIVE FIVE BELOW INC Consumer Cyclical 135,238.0 $24.3M 0.02% -30K -18.4% $179.79 +39.2%
723 OXY OCCIDENTAL PETE CORP Energy 500,553.0 $24.3M 0.02% -1.2M -71.1% $48.57 +26.2%
724 FTV FORTIVE CORP Technology 397,588.0 $24.3M 0.02% -274K -40.8% $61.09 -1.7%
725 FR FIRST INDL RLTY TR INC Real Estate 395,737.0 $24.3M 0.02% -45K -10.2% $61.31 +2.6%
726 IVW ISHARES TR 176,217.0 $24.2M 0.02% -6K -3.3% $137.53 +0.9%
727 STAG STAG INDUSTRIAL INC Real Estate 635,980.0 $24.2M 0.02% -23K -3.5% $38.06 -3.7%
728 SKY CHAMPION HOMES INC Consumer Cyclical 274,558.0 $24.2M 0.02% +97K +54.9% $88.12 +2.4%
729 ARES ARES MANAGEMENT CORPORATION Financial Services 217,322.0 $24.2M 0.02% -3K -1.4% $111.31 +26.9%
730 IVZ INVESCO LTD Financial Services 914,734.0 $24.2M 0.02% -481K -34.5% $26.43 +21.1%
731 LYV LIVE NATION ENTERTAINMENT IN Communication Services 131,945.0 $24.2M 0.02% +35K +35.9% $183.11 -0.7%
732 VCYT VERACYTE INC Healthcare 410,497.0 $24.1M 0.02% -10K -2.3% $58.73 -28.0%
733 FIS FIDELITY NATL INFORMATION SV Technology 617,455.0 $24.0M 0.02% -329K -34.8% $38.88 +6.3%
734 EMB ISHARES TR 248,729.0 $24.0M 0.02% -7K -2.6% $96.45 -1.8%
735 LEA LEAR CORP Consumer Cyclical 178,330.0 $23.9M 0.02% +2K +1.3% $134.06 -4.1%
736 LNT ALLIANT ENERGY CORP Utilities 312,915.0 $23.9M 0.02% -7K -2.3% $76.29 -11.1%
737 AVAV AEROVIRONMENT INC Industrials 144,473.0 $23.8M 0.02% +108K +298.4% $165.07 -2.9%
738 CTRE CARETRUST REIT INC Real Estate 588,594.0 $23.7M 0.02% -101K -14.7% $40.35 -1.9%
739 ENS ENERSYS Industrials 101,534.0 $23.7M 0.02% +16K +18.8% $233.83 -18.8%
740 RKT ROCKET COS INC Financial Services 1,507,138.0 $23.7M 0.02% -904K -37.5% $15.75 -11.6%
Page 37 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%