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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 90 of 162  ·  3,228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 RIG TRANSOCEAN LTD Energy 483,017.0 $3.2M 0.00% +199K +69.9% $6.63 -6.6%
1782 CFFN CAPITOL FED FINL INC Financial Services 447,415.0 $3.2M 0.00% +300K +203.7% $7.13 +9.0%
1783 CTS CTS CORP Technology 66,781.0 $3.2M 0.00% +31K +85.2% $47.76 +34.4%
1784 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 33,319.0 $3.2M 0.00% +14K +69.9% $95.60 +25.8%
1785 TRC TEJON RANCH CO Industrials 168,854.0 $3.2M 0.00% +84K +98.8% $18.84 +2.6%
1786 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 54,224.0 $3.2M 0.00% +26K +94.0% $58.65 +8.5%
1787 CENX CENTURY ALUM CO Basic Materials 54,162.0 $3.2M 0.00% +1K +2.5% $58.69 +12.4%
1788 FSLY FASTLY INC Technology 109,311.0 $3.2M 0.00% +42K +61.6% $29.06 -38.9%
1789 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 269,088.0 $3.2M 0.00% NEW $11.75 +15.7%
1790 GSAT GLOBALSTAR INC Communication Services 47,599.0 $3.2M 0.00% +15K +46.5% $66.42 +26.8%
1791 MBC MASTERBRAND INC Consumer Cyclical 378,361.0 $3.1M 0.00% +64K +20.3% $8.31 +4.5%
1792 CASS CASS INFORMATION SYS INC Industrials 71,068.0 $3.1M 0.00% +35K +99.0% $44.02 +4.6%
1793 ALMONTY INDS INC 216,039.0 $3.1M 0.00% -274K -56.0% $14.48
1794 WK WORKIVA INC Technology 52,123.0 $3.1M 0.00% -63K -54.5% $59.63 -16.5%
1795 DFAS DIMENSIONAL ETF TRUST 43,466.0 $3.1M 0.00% +12K +39.2% $71.13 +10.4%
1796 CWEN CLEARWAY ENERGY INC Utilities 78,590.0 $3.1M 0.00% +41K +107.1% $39.29 +4.8%
1797 KRUS KURA SUSHI USA INC Consumer Cyclical 44,162.0 $3.1M 0.00% +21K +92.1% $69.79 -19.5%
1798 INVX INNOVEX INTERNATIONAL INC Energy 126,288.0 $3.1M 0.00% +52K +70.5% $24.39 +9.5%
1799 JBS N.V. 171,490.0 $3.1M 0.00% +59K +52.9% $17.96
1800 NMIH NMI HLDGS INC Financial Services 81,673.0 $3.1M 0.00% +26K +46.9% $37.51 -4.3%
Page 90 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%