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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 120 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 KTCC KEY TRONIC CORP Technology 345,650.0 $944K 0.00% +178K +105.7% $2.73 +26.7%
2382 SCHE SCHWAB STRATEGIC TR 28,634.0 $943K 0.00% $32.95 +10.3%
2383 TAYD TAYLOR DEVICES INC Industrials 16,550.0 $943K 0.00% NEW $57.00 -10.5%
2384 RLGT RADIANT LOGISTICS INC Industrials 133,692.0 $943K 0.00% NEW $7.05 +20.4%
2385 EML EASTERN CO Industrials 46,442.0 $940K 0.00% NEW $20.24 +6.4%
2386 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 42,156.0 $938K 0.00% NEW $22.26 -7.4%
2387 SPSM SPDR SERIES TRUST 19,417.0 $938K 0.00% -7K -25.3% $48.32 +11.6%
2388 OXM OXFORD INDS INC Consumer Cyclical 24,290.0 $935K 0.00% -11K -31.2% $38.51 +15.9%
2389 KYMR KYMERA THERAPEUTICS INC Healthcare 11,225.0 $935K 0.00% -2K -15.3% $83.29 -2.2%
2390 REAL THE REALREAL INC Consumer Cyclical 102,943.0 $935K 0.00% -59K -36.4% $9.08 +6.2%
2391 TRVI TREVI THERAPEUTICS INC Healthcare 78,222.0 $933K 0.00% -70K -47.1% $11.93 +18.5%
2392 PANL PANGAEA LOGISTICS SOLUTION L Industrials 131,732.0 $933K 0.00% NEW $7.08 +6.9%
2393 IJH ISHARES TR 13,747.0 $928K 0.00% +7K +100.6% $67.53 +10.5%
2394 CERIBELL INC 50,360.0 $923K 0.00% +1K +2.3% $18.33
2395 DUOL DUOLINGO INC Technology 9,325.0 $919K 0.00% +4K +67.8% $98.58 +13.0%
2396 HIFS HINGHAM INSTN SVGS MASS Financial Services 3,194.0 $913K 0.00% +2K +100.4% $285.84 +1.2%
2397 MICROCHIP TECHNOLOGY INC. 921,000.0 $912K 0.00% -586K -38.9% $0.99
2398 EGBN EAGLE BANCORPORATION INC Financial Services 36,534.0 $909K 0.00% +14K +61.6% $24.87 +9.7%
2399 VCTR VICTORY CAP HLDGS INC DEL Financial Services 13,849.0 $907K 0.00% +1K +11.5% $65.48 +29.1%
2400 SHIM SHIMMICK CORPORATION Industrials 246,816.0 $906K 0.00% +222K +896.8% $3.67 -3.5%
Page 120 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%