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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 116 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 OESX ORION ENERGY SYS INC Industrials 130,101.0 $1.1M 0.00% +69K +114.3% $8.74 +8.7%
2302 NRC NATIONAL RESH CORP Healthcare 66,948.0 $1.1M 0.00% $16.98 +15.0%
2303 WGS GENEDX HOLDINGS CORP Healthcare 17,660.0 $1.1M 0.00% -19K -52.1% $64.24 -19.1%
2304 AWR AMER STATES WTR CO Utilities 14,973.0 $1.1M 0.00% $75.62 +2.2%
2305 SDIV GLOBAL X FDS 44,703.0 $1.1M 0.00% -17K -27.3% $25.26 -0.7%
2306 NIQ GLOBAL INTELLIGENCE PLC 99,195.0 $1.1M 0.00% -96K -49.1% $11.37
2307 ANNX ANNEXON INC Healthcare 203,236.0 $1.1M 0.00% +145K +248.8% $5.54 -2.2%
2308 NEXT NEXTDECADE CORP Energy 146,558.0 $1.1M 0.00% +64K +77.3% $7.66 +3.3%
2309 ORKA ORUKA THERAPEUTICS INC Healthcare 22,840.0 $1.1M 0.00% +13K +136.1% $49.05 +19.3%
2310 OPY OPPENHEIMER HLDGS INC Financial Services 12,532.0 $1.1M 0.00% +5K +57.9% $89.19 +2.8%
2311 TR TOOTSIE ROLL INDS INC Consumer Defensive 26,118.0 $1.1M 0.00% +4K +15.9% $42.72 -11.7%
2312 HTLD HEARTLAND EXPRESS INC Industrials 106,364.0 $1.1M 0.00% +67K +173.5% $10.40 +44.1%
2313 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 464,867.0 $1.1M 0.00% +283K +156.3% $2.36 +4.2%
2314 FOSL FOSSIL GROUP INC Consumer Cyclical 253,771.0 $1.1M 0.00% +132K +107.6% $4.31 +1.6%
2315 BIOA BIOAGE LABS INC Healthcare 62,385.0 $1.1M 0.00% NEW $17.49 -1.1%
2316 ASLE AERSALE CORPORATION Industrials 175,289.0 $1.1M 0.00% -6K -3.1% $6.22 +5.9%
2317 INSE INSPIRED ENTMT INC Consumer Cyclical 152,803.0 $1.1M 0.00% +76K +98.7% $7.13 +8.0%
2318 ASYS AMTECH SYS INC Technology 92,515.0 $1.1M 0.00% +47K +104.5% $11.68 +82.1%
2319 BRBR BELLRING BRANDS INC Consumer Defensive 67,147.0 $1.1M 0.00% -112K -62.6% $16.09 -48.0%
2320 RTO RENTOKIL INITIAL PLC Industrials 34,256.0 $1.1M 0.00% -6K -14.6% $31.48 -4.4%
Page 116 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%