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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 118 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 GEF GREIF INC Consumer Cyclical 15,165.0 $1.0M 0.00% +6K +61.5% $67.07 -5.6%
2342 ERO ERO COPPER CORP Basic Materials 38,136.0 $1.0M 0.00% NEW $26.67 +14.1%
2343 WTI W & T OFFSHORE INC Energy 297,870.0 $1.0M 0.00% +280K +1596.5% $3.41 +7.9%
2344 STM STMICROELECTRONICS N V Technology 29,325.0 $1.0M 0.00% -58K -66.5% $34.54 +100.6%
2345 JCAP JEFFERSON CAPITAL INC Financial Services 52,502.0 $1.0M 0.00% +33K +170.0% $19.23 -11.6%
2346 MASS 908 DEVICES INC Healthcare 164,894.0 $1.0M 0.00% +83K +101.2% $6.12 +37.4%
2347 CRESUD S A C I F Y A 79,057.0 $1.0M 0.00% -43K -35.4% $12.72
2348 YALA YALLA GROUP LTD Technology 161,221.0 $1.0M 0.00% $6.23 -4.7%
2349 DNLI DENALI THERAPEUTICS INC Healthcare 52,235.0 $1.0M 0.00% NEW $19.20 +9.6%
2350 RDW REDWIRE CORPORATION Industrials 117,834.0 $1.0M 0.00% +75K +173.2% $8.50 +189.1%
2351 UPWK UPWORK INC Industrials 91,235.0 $1000K 0.00% -10K -10.1% $10.96 -19.5%
2352 WDFC WD 40 CO Basic Materials 4,869.0 $993K 0.00% +795.0 +19.5% $203.97 -2.0%
2353 IPI INTREPID POTASH INC Basic Materials 23,194.0 $992K 0.00% NEW $42.77 -8.7%
2354 DISC MEDICINE INC 15,510.0 $992K 0.00% NEW $63.94
2355 PDM PIEDMONT REALTY TRUST INC Real Estate 150,780.0 $991K 0.00% +48K +46.9% $6.57 +26.5%
2356 U HAUL HOLDING COMPANY 22,124.0 $988K 0.00% +5K +31.4% $44.67
2357 ARX ACCELERANT HOLDINGS Financial Services 73,935.0 $988K 0.00% +36K +95.1% $13.36 +19.4%
2358 QUIK QUICKLOGIC CORP Technology 105,212.0 $987K 0.00% NEW $9.38 +121.0%
2359 SEB SEABOARD CORP DEL Industrials 174.0 $984K 0.00% +20.0 +13.0% $5653.75 -10.1%
2360 WKC WORLD KINECT CORPORATION Energy 42,618.0 $983K 0.00% +9K +27.9% $23.07 +24.9%
Page 118 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%