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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 128 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 UI UBIQUITI INC Technology 861.0 $680K 0.00% +292.0 +51.3% $790.27 -26.1%
2542 E ENI SPA Energy 12,011.0 $680K 0.00% +204.0 +1.7% $56.61 -7.9%
2543 MIRUM PHARMACEUTICALS INC 228,000.0 $680K 0.00% $2.98
2544 SDHC SMITH DOUGLAS HOMES CORP Real Estate 53,068.0 $679K 0.00% -12K -18.3% $12.80 -6.6%
2545 GIII G III APPAREL GROUP LTD Consumer Cyclical 24,511.0 $679K 0.00% +12K +99.8% $27.70 +16.7%
2546 STUBHUB HLDGS INC 108,623.0 $678K 0.00% -30K -21.4% $6.24
2547 GPCR STRUCTURE THERAPEUTICS INC Healthcare 13,990.0 $674K 0.00% -913.0 -6.1% $48.20 -18.4%
2548 IYW ISHARES TR 3,710.0 $673K 0.00% NEW $181.42 +39.4%
2549 NEXTERA ENERGY INC 12,007.0 $672K 0.00% $55.98
2550 TK TEEKAY CORPORATION LTD Energy 55,000.0 $672K 0.00% +22K +69.2% $12.21 -6.1%
2551 TNGX TANGO THERAPEUTICS INC Healthcare 31,962.0 $669K 0.00% -22K -40.7% $20.92 +5.1%
2552 LINEAGE CELL THERAPEUTICS IN 422,274.0 $667K 0.00% +153K +56.8% $1.58
2553 UBER TECHNOLOGIES INC 553,000.0 $665K 0.00% +71K +14.7% $1.20
2554 PZG PARAMOUNT GOLD NEV CORP Basic Materials 400,502.0 $665K 0.00% NEW $1.66 -16.9%
2555 PML PIMCO MUN INCOME FD II Financial Services 87,554.0 $663K 0.00% +4K +5.0% $7.57 -0.7%
2556 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 4,962.0 $662K 0.00% +952.0 +23.7% $133.43 +16.1%
2557 MTW MANITOWOC CO INC Industrials 56,581.0 $659K 0.00% +3K +5.1% $11.65 +1.5%
2558 HNRG HALLADOR ENERGY COMPANY Energy 40,446.0 $659K 0.00% -19K -32.5% $16.28 +18.3%
2559 DISV DIMENSIONAL ETF TRUST 16,673.0 $658K 0.00% +2K +17.2% $39.44 +8.2%
2560 ASPI ASP ISOTOPES INC Basic Materials 148,648.0 $657K 0.00% +72K +93.0% $4.42 +76.0%
Page 128 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%