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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 39 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EVRG EVERGY INC Utilities 260,424.0 $22.5M 0.02% +8K +3.2% $86.43 -6.4%
762 MTN VAIL RESORTS INC Consumer Cyclical 165,229.0 $22.5M 0.02% -21K -11.5% $136.15 +12.2%
763 DOX AMDOCS LTD Technology 442,873.0 $22.4M 0.02% -127K -22.3% $50.54 +21.5%
764 DGX QUEST DIAGNOSTICS INC Healthcare 105,415.0 $22.3M 0.02% +26K +32.5% $211.95 +15.3%
765 NVT NVENT ELEC PLC Industrials 131,301.0 $22.3M 0.02% +17K +14.5% $169.63 -10.4%
766 AXS AXIS CAP HLDGS LTD Financial Services 207,277.0 $22.3M 0.02% -17K -7.5% $107.43 -8.1%
767 ONTO ONTO INNOVATION INC Technology 58,602.0 $22.2M 0.02% -14K -18.7% $378.45 -22.5%
768 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 10,651.0 $22.2M 0.02% -3K -20.6% $2080.78 +4.9%
769 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 195,218.0 $22.0M 0.02% -45K -18.7% $112.74 +18.2%
770 TW TRADEWEB MKTS INC Financial Services 220,235.0 $22.0M 0.02% +36K +19.3% $99.67 +7.4%
771 AMRIZE LTD 410,338.0 $21.9M 0.02% -98K -19.3% $53.30
772 PIPR PIPER SANDLER COMPANIES Financial Services 302,293.0 $21.9M 0.02% -64K -17.5% $72.34 +3.7%
773 SPXC SPX TECHNOLOGIES INC Industrials 88,932.0 $21.8M 0.02% -27K -23.4% $245.18 -15.5%
774 IWD ISHARES TR 89,848.0 $21.8M 0.02% +5K +5.8% $242.43 +6.1%
775 ROAD CONSTRUCTION PARTNERS INC Industrials 183,144.0 $21.8M 0.02% -61K -25.0% $118.77 -5.6%
776 NXST NEXSTAR MEDIA GROUP INC Communication Services 121,579.0 $21.7M 0.02% +10K +9.2% $178.60 +4.2%
777 SMG SCOTTS MIRACLE-GRO CO Basic Materials 317,746.0 $21.6M 0.02% +56K +21.4% $68.11 -10.4%
778 RLI RLI CORP Financial Services 366,239.0 $21.6M 0.02% +46K +14.4% $59.07 +10.7%
779 POWI POWER INTEGRATIONS INC Technology 257,799.0 $21.6M 0.02% +39K +18.0% $83.76 -34.1%
780 NYT NEW YORK TIMES CO MTN BE Communication Services 308,110.0 $21.6M 0.02% -35K -10.3% $69.99 -6.1%
Page 39 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%