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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 25 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GXO GXO LOGISTICS INCORPORATED Industrials 140,032.0 $7.1M 0.01% +7K +5.0% $50.70 -10.5%
482 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 211,833.0 $7.1M 0.01% +120K +130.0% $33.39 -24.2%
483 AEM AGNICO EAGLE MINES LTD Basic Materials 45,450.0 $7.1M 0.01% +25K +119.2% $155.14 +36.7%
484 SMIN ISHARES TR 99,446.0 $7.0M 0.01% +32K +47.5% $70.73 +1.0%
485 IT GARTNER INC Technology 53,822.0 $7.0M 0.01% +9K +19.0% $129.63 +49.4%
486 BANF BANCFIRST CORP Financial Services 62,449.0 $6.9M 0.01% +18K +39.7% $111.13 +1.4%
487 HOG HARLEY DAVIDSON INC Consumer Cyclical 278,716.0 $6.8M 0.01% +51K +22.2% $24.46 +13.0%
488 IX ORIX CORP Financial Services 178,737.0 $6.8M 0.01% +19K +12.0% $38.04 -1.3%
489 CNX CNX RES CORP Energy 200,213.0 $6.8M 0.01% +43K +27.1% $33.93 +7.5%
490 SPTI SPDR SERIES TRUST 238,940.0 $6.8M 0.01% +19K +8.6% $28.39 -1.0%
491 RCAT RED CAT HLDGS INC Technology 635,943.0 $6.8M 0.01% +458K +257.6% $10.65 -10.5%
492 EFA ISHARES TR 65,060.0 $6.8M 0.01% +4K +5.8% $103.88 +3.3%
493 BHP BHP BILLITON LIMITED Basic Materials 80,996.0 $6.7M 0.01% +9K +12.1% $83.32 +12.4%
494 TX TERNIUM SA Basic Materials 157,936.0 $6.7M 0.01% +85K +115.4% $42.70 +27.0%
495 SEI EXCHANGE TRADED FUNDS 199,940.0 $6.7M 0.01% +77K +62.8% $33.55
496 FNB F N B CORP Financial Services 348,845.0 $6.7M 0.01% +126K +56.7% $19.08 -2.9%
497 IJR ISHARES TR 44,728.0 $6.6M 0.01% +13K +42.0% $148.31 -1.3%
498 OMCL OMNICELL COM Healthcare 159,700.0 $6.6M 0.01% +11K +7.6% $41.52 -14.5%
499 FBP FIRST BANCORP CORPORATION Financial Services 252,108.0 $6.6M 0.01% +32K +14.7% $26.07 +8.2%
500 EFAX SPDR INDEX SHS FDS 121,421.0 $6.6M 0.01% +1K +0.9% $54.12 +2.5%
Page 25 of 49  ·  978 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 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%