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Holdings (Monthly) Guide ↗

SIMT Tax-Managed Managed Volatility Fund

· Sei Institutional Managed Trust
Monthly Holdings $556M AUM 199 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 CISCO SYSTEMS, INC. 17275R102 Dec 2024 158,157 $18.6M 3.35% EC
2 JOHNSON & JOHNSON 478160104 Dec 2024 53,539 $13.6M 2.45% EC
3 APPLE INC. N/A Dec 2024 40,928 $11.8M 2.13% EC
4 MICROSOFT CORPORATION 594918104 Dec 2024 26,520 $9.9M 1.78% EC
5 Altria Group, Inc. 02209S103 Dec 2024 136,317 $9.8M 1.77% EC
6 ABBVIE INC. 00287Y109 Dec 2024 38,800 $9.8M 1.76% EC
7 VERIZON COMMUNICATIONS INC. 92343V104 Dec 2024 227,193 $9.6M 1.73% EC
8 MOTOROLA SOLUTIONS, INC. 620076307 Dec 2024 22,133 $9.2M 1.66% EC
9 MERCK & CO., INC. 58933Y105 Dec 2024 70,893 $9.1M 1.64% EC
10 AT&T INC. 00206R102 Dec 2024 432,497 $9.0M 1.61% EC
11 CARDINAL HEALTH, INC. 14149Y108 Dec 2024 34,189 $8.1M 1.46% EC
12 ALPHABET INC. 02079K107 Jun 2026 22,672 $8.0M 1.44% EC
13 ADOBE INC. 00724F101 Jun 2026 38,273 $7.8M 1.41% EC
14 WALMART INC. 931142103 Dec 2024 65,337 $7.4M 1.33% EC
15 COLGATE-PALMOLIVE COMPANY 194162103 Dec 2024 80,503 $7.4M 1.33% EC
16 F5, INC. 315616102 Dec 2024 17,117 $7.1M 1.28% EC
17 N/A 783965593 Dec 2024 6,604,307 $6.6M 1.19% STIV
18 COSTCO WHOLESALE CORPORATION 22160K105 Dec 2024 7,027 $6.6M 1.18% EC
19 WASTE MANAGEMENT, INC. 94106L109 Dec 2024 29,330 $6.5M 1.18% EC
20 AUTOZONE, INC. N/A Dec 2024 2,042 $6.5M 1.18% EC
21 INCYTE CORPORATION 45337C102 Dec 2024 55,952 $6.3M 1.14% EC
22 GILEAD SCIENCES, INC. 375558103 Dec 2024 49,157 $6.2M 1.12% EC
23 Pepsico, Inc. 713448108 Dec 2024 44,898 $6.1M 1.09% EC
24 NETAPP, INC. 64110D104 Dec 2024 39,120 $6.1M 1.09% EC
25 THE ALLSTATE CORPORATION N/A Dec 2024 25,175 $6.0M 1.08% EC
26 INTERNATIONAL BUSINESS MACHINES CORPORATION 459200101 Dec 2024 21,294 $6.0M 1.08% EC
27 MCKESSON CORPORATION 58155Q103 Dec 2024 7,652 $5.8M 1.04% EC
28 AMGEN INC. N/A Dec 2024 14,800 $5.4M 0.97% EC
29 BOOKING HOLDINGS INC. 09857L108 Dec 2024 29,925 $5.3M 0.96% EC
30 THE KROGER CO. 501044101 Dec 2024 92,437 $5.1M 0.92% EC
31 COMCAST CORPORATION 20030N101 Dec 2024 206,680 $5.1M 0.91% EC
32 CHURCH & DWIGHT CO., INC. 171340102 Dec 2024 52,117 $5.0M 0.91% EC
33 HEWLETT PACKARD ENTERPRISE COMPANY 42824C109 Dec 2024 109,513 $4.9M 0.89% EC
34 TD SYNNEX CORPORATION 87162W100 Dec 2024 18,444 $4.9M 0.89% EC
35 DROPBOX, INC. 26210C104 Dec 2024 178,240 $4.9M 0.88% EC
36 Northrop Grumman Corporation 666807102 Dec 2024 9,475 $4.8M 0.87% EC
37 THE COCA-COLA COMPANY 191216100 Dec 2024 58,844 $4.8M 0.86% EC
38 ALPHABET INC. 02079K305 Jun 2026 12,676 $4.5M 0.82% EC
39 YELP INC. 985817105 Jun 2026 173,391 $4.3M 0.77% EC
40 CENCORA, INC. N/A Dec 2024 14,860 $4.2M 0.76% EC
41 The Travelers Companies, Inc. N/A Dec 2024 12,700 $4.2M 0.76% EC
42 AVNET, INC. N/A Dec 2024 47,159 $4.2M 0.75% EC
43 THE TJX COMPANIES, INC. 872540109 Dec 2024 27,048 $4.1M 0.74% EC
44 BRISTOL-MYERS SQUIBB COMPANY 110122108 Dec 2024 70,523 $4.1M 0.73% EC
45 AFLAC INCORPORATED N/A Dec 2024 33,968 $4.0M 0.72% EC
46 RENAISSANCERE HOLDINGS LTD. G7496G103 Dec 2024 12,315 $3.9M 0.70% EC
47 EXELIXIS, INC. 30161Q104 Dec 2024 70,825 $3.9M 0.69% EC
48 ROPER TECHNOLOGIES, INC. 776696106 Jun 2026 11,336 $3.8M 0.69% EC
49 EBAY INC. 278642103 Dec 2024 34,245 $3.8M 0.69% EC
50 The Bank of New York Mellon Corporation N/A Dec 2024 26,453 $3.8M 0.69% EC
51 FOX CORPORATION 35137L105 Dec 2024 73,301 $3.8M 0.69% EC
52 BERKSHIRE HATHAWAY INC. N/A Dec 2024 7,600 $3.8M 0.68% EC
53 EXXON MOBIL CORP 30231G102 Dec 2024 26,634 $3.6M 0.66% EC
54 Amdocs Limited G02602103 Dec 2024 70,598 $3.6M 0.64% EC
55 PFIZER INC. 717081103 Dec 2024 143,966 $3.5M 0.62% EC
56 VERISIGN, INC. N/A Dec 2024 13,737 $3.5M 0.62% EC
57 T-MOBILE US, INC. 872590104 Dec 2024 20,089 $3.4M 0.61% EC
58 MCDONALD'S CORPORATION 580135101 Dec 2024 12,360 $3.3M 0.60% EC
59 DUKE ENERGY CORPORATION 26441C204 Dec 2024 26,375 $3.3M 0.60% EC
60 THE NEW YORK TIMES COMPANY 650111107 Dec 2024 47,194 $3.3M 0.59% EC
61 GENERAL DYNAMICS CORPORATION 369550108 Dec 2024 9,200 $3.3M 0.59% EC
62 AUTODESK, INC. N/A Dec 2024 16,694 $3.2M 0.58% EC
63 L3HARRIS TECHNOLOGIES, INC. 502431109 Dec 2024 10,890 $3.2M 0.57% EC
64 AMERICAN ELECTRIC POWER COMPANY, INC. N/A Dec 2024 23,100 $3.2M 0.57% EC
65 DONALDSON COMPANY, INC. 257651109 Jun 2026 33,835 $3.0M 0.55% EC
66 ALLISON TRANSMISSION HOLDINGS, INC. 01973R101 Dec 2024 26,762 $3.0M 0.54% EC
67 THE HERSHEY COMPANY 427866108 Dec 2024 17,091 $3.0M 0.54% EC
68 LOCKHEED MARTIN CORPORATION 539830109 Dec 2024 5,885 $3.0M 0.54% EC
69 UNITED THERAPEUTICS CORPORATION 91307C102 Dec 2024 5,491 $3.0M 0.54% EC
70 ELECTRONIC ARTS INC. 285512109 Jun 2026 14,334 $2.9M 0.53% EC
71 AVERY DENNISON CORPORATION N/A Dec 2024 17,700 $2.9M 0.52% EC
72 CITIGROUP INC. 172967424 Jun 2026 20,402 $2.9M 0.51% EC
73 Chubb Limited H1467J104 Dec 2024 8,317 $2.8M 0.51% EC
74 DTE ENERGY COMPANY 233331107 Dec 2024 18,479 $2.8M 0.51% EC
75 ALARM.COM HOLDINGS, INC. N/A Dec 2024 59,927 $2.8M 0.50% EC
76 NATIONAL BANK OF CANADA 633067103 Dec 2024 17,073 $2.7M 0.49% EC
77 Philip Morris International Inc. 718172109 Jun 2026 14,887 $2.7M 0.49% EC
78 KORN FERRY 500643200 Jun 2026 39,831 $2.7M 0.48% EC
79 NEUROCRINE BIOSCIENCES, INC. 64125C109 Dec 2024 15,642 $2.6M 0.47% EC
80 ENTERGY CORPORATION 29364G103 Dec 2024 22,800 $2.6M 0.47% EC
81 INGREDION INCORPORATED 457187102 Dec 2024 27,302 $2.6M 0.47% EC
82 CBOE GLOBAL MARKETS, INC. 12503M108 Dec 2024 10,594 $2.6M 0.46% EC
83 AUTOMATIC DATA PROCESSING, INC. N/A Dec 2024 11,453 $2.6M 0.46% EC
84 TELEDYNE TECHNOLOGIES INCORPORATED 879360105 Jun 2026 3,778 $2.5M 0.45% EC
85 HORMEL FOODS CORPORATION 440452100 Dec 2024 101,375 $2.5M 0.45% EC
86 Everest Group Ltd G3223R108 Dec 2024 6,960 $2.5M 0.45% EC
87 AMEREN CORPORATION N/A Dec 2024 21,800 $2.5M 0.44% EC
88 PORTLAND GENERAL ELECTRIC COMPANY 736508847 Dec 2024 47,486 $2.5M 0.44% EC
89 MASTERCARD INCORPORATED 57636Q104 Jun 2026 4,761 $2.4M 0.44% EC
90 WEC ENERGY GROUP INC. 92939U106 Dec 2024 20,433 $2.4M 0.43% EC
91 Open Text Corporation 683715106 Jun 2026 107,462 $2.4M 0.43% EC
92 DOLBY LABORATORIES, INC. 25659T107 Jun 2026 44,318 $2.3M 0.42% EC
93 LAM RESEARCH CORPORATION 512807306 Jun 2026 5,310 $2.3M 0.41% EC
94 N/A ESU26 Dec 2024 6 $2.3M 0.41% DE
95 HONDA MOTOR CO., LTD. 438128308 Dec 2024 82,478 $2.2M 0.40% EC
96 PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 744573106 Dec 2024 27,400 $2.2M 0.40% EC
97 ADT INC. 00090Q103 Jun 2026 332,241 $2.2M 0.39% EC
98 ELEVANCE HEALTH, INC. N/A Dec 2024 5,579 $2.2M 0.39% EC
99 CVS HEALTH CORPORATION 126650100 Dec 2024 20,785 $2.2M 0.39% EC
100 RTX CORPORATION N/A Dec 2024 11,211 $2.1M 0.38% EC
101 COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 192446102 Dec 2024 51,408 $2.0M 0.36% EC
102 EOG RESOURCES, INC. 26875P101 Jun 2026 14,759 $1.9M 0.34% EC
103 EQUITY LIFESTYLE PROPERTIES, INC. 29472R108 Dec 2024 29,390 $1.9M 0.34% EC
104 SYNOPSYS, INC. 871607107 Dec 2024 4,180 $1.9M 0.34% EC
105 THE SOUTHERN COMPANY 842587107 Dec 2024 19,305 $1.8M 0.33% EC
106 ARROW ELECTRONICS, INC. N/A Dec 2024 8,631 $1.8M 0.33% EC
107 KLA CORPORATION 482480100 Jun 2026 5,690 $1.7M 0.31% EC
108 SILGAN HOLDINGS INC. 827048109 Dec 2024 37,000 $1.7M 0.31% EC
109 CENTRAL GARDEN & PET COMPANY 153527205 Jun 2026 43,786 $1.7M 0.31% EC
110 ELI LILLY AND COMPANY 532457108 Dec 2024 1,387 $1.7M 0.30% EC
111 MARATHON PETROLEUM CORPORATION 56585A102 Dec 2024 6,493 $1.7M 0.30% EC
112 COCA-COLA EUROPACIFIC PARTNERS PLC G25839104 Dec 2024 16,584 $1.7M 0.30% EC
113 PTC INC. 69370C100 Jun 2026 14,510 $1.6M 0.30% EC
114 TEXAS ROADHOUSE, INC. 882681109 Dec 2024 8,490 $1.6M 0.30% EC
115 ZOOM COMMUNICATIONS, INC. 98980L101 Jun 2026 18,945 $1.6M 0.29% EC
116 CULLEN/FROST BANKERS, INC. 229899109 Dec 2024 10,482 $1.6M 0.29% EC
117 VEEVA SYSTEMS INC. 922475108 Jun 2026 9,000 $1.6M 0.29% EC
118 MAXIMUS, INC. 577933104 Jun 2026 29,515 $1.6M 0.29% EC
119 NATIONAL FUEL GAS COMPANY 636180101 Dec 2024 19,987 $1.5M 0.28% EC
120 JACK HENRY & ASSOCIATES, INC. 426281101 Dec 2024 10,939 $1.5M 0.27% EC
121 CARGURUS, INC. 141788109 Jun 2026 43,713 $1.5M 0.27% EC
122 TOYOTA MOTOR CORPORATION 892331307 Dec 2024 8,718 $1.5M 0.26% EC
123 THE WESTERN UNION COMPANY 959802109 Dec 2024 184,183 $1.4M 0.26% EC
124 Garmin Ltd. H2906T109 Dec 2024 5,691 $1.4M 0.24% EC
125 DARDEN RESTAURANTS, INC. 237194105 Dec 2024 6,293 $1.3M 0.23% EC
126 LANDSTAR SYSTEM, INC. 515098101 Dec 2024 6,260 $1.3M 0.23% EC
127 VISA INC. 92826C839 Jun 2026 3,768 $1.3M 0.23% EC
128 META PLATFORMS, INC. 30303M102 Jun 2026 2,294 $1.3M 0.23% EC
129 CONAGRA BRANDS, INC. 205887102 Dec 2024 95,781 $1.3M 0.23% EC
130 CARRIER GLOBAL CORPORATION 14448C104 Dec 2024 17,281 $1.3M 0.23% EC
131 SHELL PLC 780259305 Dec 2024 15,825 $1.2M 0.22% EC
132 THE CAMPBELL'S COMPANY 134429109 Dec 2024 54,932 $1.2M 0.22% EC
133 REPUBLIC SERVICES, INC. 760759100 Dec 2024 5,412 $1.2M 0.21% EC
134 MATTEL, INC. 577081102 Dec 2024 82,483 $1.1M 0.21% EC
135 InterDigital, Inc. 45867G101 Jun 2026 3,915 $1.1M 0.20% EC
136 ASTRAZENECA PLC G0593M107 Jun 2026 5,842 $1.1M 0.20% EC
137 THE PROCTER & GAMBLE COMPANY 742718109 Dec 2024 7,195 $1.1M 0.19% EC
138 THE BRINK'S COMPANY 109696104 Jun 2026 11,099 $1.0M 0.19% EC
139 GRAND CANYON EDUCATION, INC. 38526M106 Dec 2024 7,306 $1.0M 0.19% EC
140 THE WILLIAMS COMPANIES, INC. 969457100 Dec 2024 14,038 $1.0M 0.19% EC
141 NEXTERA ENERGY, INC. 65339F101 Dec 2024 11,878 $1.0M 0.19% EC
142 TOTALENERGIES SE F92124100 Jun 2026 12,457 $969K 0.17% EC
143 ROYAL GOLD, INC. 780287108 Dec 2024 4,841 $966K 0.17% EC
144 HEALTHSTREAM, INC. 42222N103 Jun 2026 35,190 $959K 0.17% EC
145 METRO INC. 59162N109 Dec 2024 14,803 $946K 0.17% EC
146 TYSON FOODS, INCORPORATED 902494103 Dec 2024 16,292 $933K 0.17% EC
147 UNUM GROUP 91529Y106 Dec 2024 10,310 $922K 0.17% EC
148 APPLIED MATERIALS, INC. N/A Dec 2024 1,237 $894K 0.16% EC
149 MURPHY USA INC. 626755102 Dec 2024 1,624 $875K 0.16% EC
150 GEN DIGITAL INC. 668771108 Dec 2024 34,512 $859K 0.15% EC
151 DOMINO'S PIZZA, INC. 25754A201 Jun 2026 2,770 $820K 0.15% EC
152 BOX, INC. 10316T104 Jun 2026 29,811 $791K 0.14% EC
153 APTARGROUP, INC. N/A Dec 2024 6,262 $784K 0.14% EC
154 THE CLOROX COMPANY 189054109 Dec 2024 8,069 $770K 0.14% EC
155 MOLSON COORS BEVERAGE COMPANY 60871R209 Dec 2024 19,348 $754K 0.14% EC
156 CIRRUS LOGIC, INC. 172755100 Jun 2026 4,826 $717K 0.13% EC
157 SERVICENOW, INC. 81762P102 Jun 2026 7,087 $704K 0.13% EC
158 AMAZON.COM, INC. N/A Dec 2024 2,914 $695K 0.13% EC
159 COMMVAULT SYSTEMS, INC. 204166102 Jun 2026 4,826 $684K 0.12% EC
160 QUALCOMM INCORPORATED 747525103 Jun 2026 3,598 $665K 0.12% EC
161 HP INC. 40434L105 Dec 2024 29,088 $638K 0.11% EC
162 CINTAS CORPORATION 172908105 Jun 2026 3,709 $631K 0.11% EC
163 JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY G50871105 Dec 2024 2,594 $625K 0.11% EC
164 MCCORMICK & COMPANY, INCORPORATED 579780206 Dec 2024 11,111 $560K 0.10% EC
165 SCIENCE APPLICATIONS INTERNATIONAL CORPORATION 808625107 Jun 2026 5,000 $552K 0.10% EC
166 SONOCO PRODUCTS COMPANY 835495102 Dec 2024 9,504 $536K 0.10% EC
167 CUMMINS INC. 231021106 Dec 2024 745 $531K 0.10% EC
168 THE PROGRESSIVE CORPORATION 743315103 Dec 2024 2,423 $529K 0.10% EC
169 ALBERTSONS COMPANIES, INC. N/A Dec 2024 38,719 $524K 0.09% EC
170 HCA HEALTHCARE, INC. 40412C101 Jun 2026 1,298 $506K 0.09% EC
171 AUTOLIV, INC. N/A Dec 2024 4,309 $501K 0.09% EC
172 CHEMED CORPORATION 16359R103 Dec 2024 985 $459K 0.08% EC
173 MEDTRONIC PUBLIC LIMITED COMPANY G5960L103 Jun 2026 5,755 $450K 0.08% EC
174 REGENERON PHARMACEUTICALS, INC. 75886F107 Jun 2026 721 $450K 0.08% EC
175 STATE STREET CORPORATION 857477103 Jun 2026 2,618 $444K 0.08% EC
176 ARCHER-DANIELS-MIDLAND COMPANY. N/A Dec 2024 5,547 $424K 0.08% EC
177 VISHAY INTERTECHNOLOGY, INC. 928298108 Jun 2026 6,875 $370K 0.07% EC
178 VALERO ENERGY CORPORATION 91913Y100 Jun 2026 1,411 $367K 0.07% EC
179 LEAR CORPORATION 521865204 Jun 2026 2,572 $345K 0.06% EC
180 NewMarket Corporation 651587107 Dec 2024 398 $315K 0.06% EC
181 PROGRESS SOFTWARE CORPORATION 743312100 Jun 2026 9,180 $308K 0.06% EC
182 KIMBERLY-CLARK CORPORATION 494368103 Dec 2024 2,775 $305K 0.05% EC
183 CF INDUSTRIES HOLDINGS, INC. 125269100 Dec 2024 2,798 $303K 0.05% EC
184 MORGAN STANLEY 617446448 Jun 2026 1,380 $288K 0.05% EC
185 CAL-MAINE FOODS, INC. 128030202 Jun 2026 2,606 $210K 0.04% EC
186 MATCH GROUP, INC. 57667L107 Jun 2026 5,495 $209K 0.04% EC
187 TEXAS INSTRUMENTS INCORPORATED 882508104 Jun 2026 647 $193K 0.03% EC
188 DT MIDSTREAM, INC. 23345M107 Dec 2024 1,200 $176K 0.03% EC
189 C.H. ROBINSON WORLDWIDE, INC. 12541W209 Dec 2024 922 $174K 0.03% EC
190 NETSCOUT SYSTEMS, INC. 64115T104 Jun 2026 3,495 $152K 0.03% EC
191 Bunge Global SA H11356104 Dec 2024 1,370 $146K 0.03% EC
192 CHEVRON CORPORATION 166764100 Dec 2024 824 $137K 0.02% EC
193 AMERICAN FINANCIAL GROUP, INC. N/A Dec 2024 700 $98K 0.02% EC
194 PHILLIPS 66 718546104 Jun 2026 561 $95K 0.02% EC
195 FEDERATED HERMES, INC. 314211103 Jun 2026 1,717 $95K 0.02% EC
196 BORGWARNER INC. N/A Dec 2024 1,337 $89K 0.02% EC
197 ROLLINS, INC. 775711104 Dec 2024 1,738 $73K 0.01% EC
198 ORACLE CORPORATION 68389X105 Dec 2024 223 $33K 0.01% EC
199 Versant Media Group, Inc. 925283103 Jun 2026 20 $720 0.00% EC