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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 123 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 MCB METROPOLITAN BK HLDG CORP Financial Services 10,050.0 $837K 0.00% NEW $83.29 +7.5%
2442 CCNE CNB FINL CORP PA Financial Services 28,829.0 $835K 0.00% NEW $28.96 +5.9%
2443 CCLD CARECLOUD INC Healthcare 228,358.0 $834K 0.00% +120K +110.2% $3.65 -35.6%
2444 ARVN ARVINAS INC Healthcare 78,587.0 $833K 0.00% +48K +160.7% $10.60 -15.3%
2445 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 102,771.0 $830K 0.00% +88K +596.1% $8.08 -2.6%
2446 SNAP SNAP INC Communication Services 180,466.0 $830K 0.00% +158K +700.4% $4.60 +24.1%
2447 KC KINGSOFT CLOUD HLDGS LTD Technology 61,409.0 $820K 0.00% -40K -39.7% $13.36 -8.1%
2448 RIGL RIGEL PHARMACEUTICALS INC Healthcare 30,192.0 $816K 0.00% +3K +12.7% $27.04 +12.8%
2449 BRIGHT MINDS BIOSCIENCES INC 11,188.0 $816K 0.00% NEW $72.97
2450 DYN DYNE THERAPEUTICS INC Healthcare 44,973.0 $815K 0.00% -14K -23.5% $18.13 +6.6%
2451 BROWN FORMAN CORP 30,434.0 $815K 0.00% NEW $26.79
2452 ACRS ACLARIS THERAPEUTICS INC Healthcare 217,154.0 $814K 0.00% NEW $3.75 +21.3%
2453 TDW TIDEWATER INC NEW Energy 9,689.0 $809K 0.00% +3K +38.7% $83.55 -12.0%
2454 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 62,607.0 $809K 0.00% +23K +58.2% $12.92 -35.6%
2455 MFA MFA FINL INC Real Estate 84,307.0 $808K 0.00% $9.58 +0.2%
2456 CVI CVR ENERGY INC Energy 23,940.0 $806K 0.00% +10K +75.7% $33.65 -1.3%
2457 ARDX ARDELYX INC Healthcare 134,413.0 $805K 0.00% +36K +36.6% $5.99 +0.8%
2458 DC DAKOTA GOLD CORP Basic Materials 159,406.0 $805K 0.00% NEW $5.05 +14.1%
2459 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 30,420.0 $799K 0.00% -13K -30.0% $26.25 -17.4%
2460 MPT MEDICAL PROPERTIES TRUST INC Financial Services 172,266.0 $798K 0.00% +4K +2.2% $4.63 +10.4%
Page 123 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%