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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 108 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 LIONSGATE STUDIOS CORP 158,677.0 $1.5M 0.00% +6K +4.1% $9.59
2142 WEN WENDYS CO Consumer Cyclical 218,643.0 $1.5M 0.00% +71K +48.4% $6.95 +10.8%
2143 UMC UNITED MICROELECTRONICS CORP Technology 169,183.0 $1.5M 0.00% +141K +508.6% $8.98 +147.0%
2144 CM CANADIAN IMPERIAL BANK OF CO Financial Services 16,016.0 $1.5M 0.00% +570.0 +3.7% $94.75 +14.8%
2145 REPX RILEY EXPLORATION PERMIAN IN Energy 41,484.0 $1.5M 0.00% +20K +90.0% $36.45 -8.8%
2146 FCF FIRST COMWLTH FINL CORP PA Financial Services 85,958.0 $1.5M 0.00% +36K +71.5% $17.58 +7.7%
2147 GILT GILAT SATELLITE NETWORKS LTD Technology 100,506.0 $1.5M 0.00% +23K +29.7% $15.02 +14.3%
2148 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 37,432.0 $1.5M 0.00% +28K +307.5% $40.26 -20.2%
2149 HBNC HORIZON BANCORP IND Financial Services 90,926.0 $1.5M 0.00% +58K +175.2% $16.57 +11.9%
2150 FUTU FUTU HLDGS LTD Financial Services 10,957.0 $1.5M 0.00% -28K -72.2% $136.75 -23.9%
2151 HTH HILLTOP HLDGS INC Financial Services 41,745.0 $1.5M 0.00% +10K +31.8% $35.82 +5.3%
2152 SKM SK TELECOM CO LTD Communication Services 51,038.0 $1.5M 0.00% -8K -12.9% $29.29 +27.5%
2153 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 227,568.0 $1.5M 0.00% +60K +35.8% $6.57 +45.8%
2154 TDS TELEPHONE & DATA SYS INC Communication Services 35,493.0 $1.5M 0.00% +4K +11.9% $42.10 -7.1%
2155 CXDO CREXENDO INC Communication Services 241,766.0 $1.5M 0.00% +59K +31.9% $6.17 +60.1%
2156 WLK WESTLAKE CORPORATION Basic Materials 12,769.0 $1.5M 0.00% -16K -55.1% $116.82 -25.7%
2157 BILZ PIMCO ETF TR 14,761.0 $1.5M 0.00% NEW $100.97 -0.0%
2158 EWC ISHARES INC 27,186.0 $1.5M 0.00% +7K +36.4% $54.79 +7.3%
2159 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 28,189.0 $1.5M 0.00% +12K +77.3% $52.70 -1.6%
2160 CLDT CHATHAM LODGING TR Real Estate 188,438.0 $1.5M 0.00% +93K +97.3% $7.87 +37.9%
Page 108 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%