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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 67 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 PB PROSPERITY BANCSHARES INC Financial Services 93,936.0 $6.9M 0.01% -64K -40.5% $73.03 -0.4%
1322 PINS PINTEREST INC Communication Services 324,312.0 $6.8M 0.01% -89K -21.6% $21.03 +11.3%
1323 HOG HARLEY DAVIDSON INC Consumer Cyclical 278,716.0 $6.8M 0.01% +51K +22.2% $24.46 +15.3%
1324 DIOD DIODES INC Technology 62,272.0 $6.8M 0.01% -34K -35.2% $109.44 -14.1%
1325 LQDT LIQUIDITY SVCS INC Consumer Cyclical 174,170.0 $6.8M 0.01% -19K -10.0% $39.12 +10.6%
1326 IX ORIX CORP Financial Services 178,737.0 $6.8M 0.01% +19K +12.0% $38.04 +1.2%
1327 CUZ COUSINS PPTYS INC Real Estate 226,721.0 $6.8M 0.01% -42K -15.6% $29.98 -1.0%
1328 VOD VODAFONE GROUP PLC Communication Services 513,923.0 $6.8M 0.01% -352K -40.7% $13.22 +20.7%
1329 CNX CNX RES CORP Energy 200,213.0 $6.8M 0.01% +43K +27.1% $33.93 +7.2%
1330 ITRN ITURAN LOCATION AND CONTROL Technology 111,344.0 $6.8M 0.01% $61.01 -16.6%
1331 SPTI SPDR SERIES TRUST 238,940.0 $6.8M 0.01% +19K +8.6% $28.39 -1.1%
1332 RCAT RED CAT HLDGS INC Technology 635,943.0 $6.8M 0.01% +458K +257.6% $10.65 -9.7%
1333 EFA ISHARES TR 65,060.0 $6.8M 0.01% +4K +5.8% $103.88 +4.2%
1334 BHP BHP BILLITON LIMITED Basic Materials 80,996.0 $6.7M 0.01% +9K +12.1% $83.32 +16.4%
1335 ALV AUTOLIV INC Consumer Cyclical 58,083.0 $6.7M 0.01% -4K -5.8% $116.17 +7.9%
1336 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 74,945.0 $6.7M 0.01% -3K -3.4% $90.00 +21.1%
1337 TX TERNIUM SA Basic Materials 157,936.0 $6.7M 0.01% +85K +115.4% $42.70 +29.9%
1338 SEI EXCHANGE TRADED FUNDS 199,940.0 $6.7M 0.01% +77K +62.8% $33.55
1339 HLMN HILLMAN SOLUTIONS CORP Industrials 793,869.0 $6.7M 0.01% -311K -28.2% $8.44 -0.9%
1340 SFNC SIMMONS FIRST NATL CORP Financial Services 295,294.0 $6.7M 0.01% -110K -27.1% $22.65 +1.6%
Page 67 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%