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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 48 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 BNL BROADSTONE NET LEASE INC Real Estate 709,807.0 $14.7M 0.01% -38K -5.1% $20.67 +2.2%
942 VCIT VANGUARD SCOTTSDALE FDS 177,479.0 $14.7M 0.01% -103K -36.8% $82.65 -1.9%
943 AVY AVERY DENNISON CORP Industrials 90,183.0 $14.6M 0.01% -2K -2.4% $162.35 +13.2%
944 PCAR PACCAR INC Industrials 121,851.0 $14.6M 0.01% -12K -9.3% $120.12 +9.1%
945 TRNO TERRENO RLTY CORP Real Estate 225,506.0 $14.6M 0.01% -50K -18.1% $64.77 +5.2%
946 OGE OGE ENERGY CORP Utilities 299,824.0 $14.6M 0.01% -29K -8.9% $48.66 -6.2%
947 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 179,748.0 $14.6M 0.01% $81.16 -10.5%
948 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 55,305.0 $14.6M 0.01% -32K -36.8% $263.26 +40.0%
949 AR ANTERO RESOURCES CORP Energy 414,277.0 $14.6M 0.01% +42K +11.2% $35.14 +8.0%
950 EL LAUDER ESTEE COS INC Consumer Defensive 183,954.0 $14.5M 0.01% +107K +140.1% $78.95 +29.1%
951 SNY SANOFI SA Healthcare 338,674.0 $14.4M 0.01% -250K -42.5% $42.66 +7.5%
952 MAA MID-AMER APT CMNTYS INC Real Estate 103,772.0 $14.4M 0.01% +10K +11.1% $138.94 -5.5%
953 BAND BANDWIDTH INC Technology 227,286.0 $14.4M 0.01% NEW $63.30 -24.9%
954 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 250,230.0 $14.3M 0.01% $57.22 +16.6%
955 CURB CURBLINE PPTYS CORP Real Estate 470,177.0 $14.3M 0.01% -56K -10.6% $30.40 -3.3%
956 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,077,814.0 $14.3M 0.01% -61K -5.3% $13.26 +9.6%
957 GRAB GRAB HOLDINGS LIMITED Technology 3,789,551.0 $14.3M 0.01% +125K +3.4% $3.77 -7.7%
958 BAX BAXTER INTL INC Healthcare 669,220.0 $14.3M 0.01% -238K -26.2% $21.32 +23.5%
959 JLL JONES LANG LASALLE INC Real Estate 45,891.0 $14.2M 0.01% -5K -8.9% $309.96 +25.0%
960 LBRT LIBERTY ENERGY INC Energy 542,796.0 $14.2M 0.01% -441K -44.8% $26.19 -26.1%
Page 48 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%