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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 47 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 MIR MIRION TECHNOLOGIES INC Industrials 849,475.0 $15.2M 0.01% +391K +85.3% $17.93 -17.3%
922 PLMR PALOMAR HLDGS INC Financial Services 120,286.0 $15.2M 0.01% +27K +29.1% $126.39 +2.9%
923 NICE NICE LTD Technology 167,115.0 $15.2M 0.01% -28K -14.2% $90.84 +10.3%
924 POR PORTLAND GEN ELEC CO Utilities 292,689.0 $15.2M 0.01% +67K +29.8% $51.83 -4.3%
925 RALLIANT CORP 205,950.0 $15.2M 0.01% +24K +12.9% $73.63
926 GFI GOLD FIELDS LTD Basic Materials 450,900.0 $15.1M 0.01% -47K -9.4% $33.59 +42.3%
927 PYPL PAYPAL HLDGS INC Financial Services 349,886.0 $15.1M 0.01% -53K -13.1% $43.18 +42.5%
928 G GENPACT LIMITED Technology 548,403.0 $15.1M 0.01% +5K +0.9% $27.51 +35.0%
929 AMERICA MOVIL SAB DE CV 578,707.0 $15.0M 0.01% +352K +155.2% $25.99
930 CXT CRANE NXT CO Industrials 293,701.0 $15.0M 0.01% +117K +66.6% $51.16 -1.9%
931 BRKR BRUKER CORP Healthcare 249,046.0 $15.0M 0.01% -10K -3.8% $60.18 -1.0%
932 DFSB DIMENSIONAL ETF TRUST 285,526.0 $14.9M 0.01% +24K +9.3% $52.11 -2.7%
933 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 1,845,873.0 $14.9M 0.01% -1.6M -47.0% $8.06 -1.2%
934 PHG KONINKLIJKE PHILIPS N V Healthcare 546,308.0 $14.9M 0.01% +59K +12.2% $27.19 +0.8%
935 ACI ALBERTSONS COMPANIES INC Consumer Defensive 1,096,031.0 $14.8M 0.01% -201K -15.5% $13.53 -8.5%
936 MOH MOLINA HEALTHCARE INC Healthcare 64,743.0 $14.8M 0.01% -2K -3.4% $228.71 -12.4%
937 RPRX ROYALTY PHARMA PLC Healthcare 263,736.0 $14.8M 0.01% -116K -30.6% $56.07 +9.3%
938 COIN COINBASE GLOBAL INC Financial Services 100,784.0 $14.7M 0.01% +46K +84.9% $146.19 +27.6%
939 VIST VISTA ENERGY S.A.B. DE C.V. Energy 230,296.0 $14.7M 0.01% +47K +25.4% $63.80 +9.1%
940 RELX RELX PLC Communication Services 463,314.0 $14.7M 0.01% -66K -12.4% $31.68 +13.4%
Page 47 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%