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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 38 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PVH PVH CORPORATION Consumer Cyclical 322,712.0 $22.5M 0.02% +20K +6.7% $69.77 +20.4%
742 ESE ESCO TECHNOLOGIES INC Technology 79,692.0 $22.4M 0.02% +23K +41.0% $281.37 +3.8%
743 CHE CHEMED CORP NEW Healthcare 59,243.0 $22.4M 0.02% +15K +32.6% $377.78 +16.3%
744 LUV SOUTHWEST AIRLS CO Industrials 592,515.0 $22.3M 0.02% +304K +105.3% $37.57 +5.5%
745 IQVIA HLDGS INC 130,461.0 $22.2M 0.02% +9K +7.3% $170.54
746 EVR EVERCORE INC Financial Services 74,402.0 $22.2M 0.02% +13K +21.1% $298.52 +13.1%
747 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 283,549.0 $22.1M 0.02% +25K +9.5% $78.03 -2.7%
748 ACI ALBERTSONS COS INC Consumer Defensive 1,297,318.0 $22.1M 0.02% +92K +7.6% $17.04 -4.9%
749 IPGP IPG PHOTONICS CORP Technology 192,688.0 $22.1M 0.02% +157K +445.9% $114.59 +4.3%
750 ROK ROCKWELL AUTOMATION INC Industrials 61,447.0 $22.1M 0.02% -35K -36.3% $358.89 +21.1%
751 CRBG COREBRIDGE FINL INC Financial Services 922,629.0 $22.0M 0.02% +86K +10.2% $23.86 +15.1%
752 FROG JFROG LTD Technology 468,861.0 $22.0M 0.02% +295K +169.0% $46.93 +52.5%
753 ITT ITT INC Industrials 114,867.0 $21.9M 0.02% +15K +15.1% $190.50 -0.4%
754 MTB M & T BK CORP Financial Services 105,248.0 $21.8M 0.02% +11K +11.1% $206.70 +1.4%
755 TW TRADEWEB MKTS INC Financial Services 184,552.0 $21.7M 0.02% +72K +63.6% $117.67 -10.5%
756 HUM HUMANA INC Healthcare 124,634.0 $21.6M 0.02% $173.39 +74.5%
757 UMBF UMB FINL CORP Financial Services 190,703.0 $21.5M 0.02% -4K -1.9% $112.79 +15.2%
758 NICE NICE LTD Technology 194,717.0 $21.5M 0.02% +19K +10.6% $110.25 -14.6%
759 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 248,193.0 $21.5M 0.02% +37K +17.8% $86.44 +31.1%
760 ECG EVERUS CONSTR GROUP Industrials 181,374.0 $21.4M 0.02% +39K +27.1% $118.06 +26.2%
Page 38 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%