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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 74 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 GHC GRAHAM HLDGS CO Consumer Defensive 1,930.0 $2.0M 0.00% +1K +114.4% $1057.24 +3.7%
1462 NWN NORTHWEST NAT HLDG CO Utilities 38,306.0 $2.0M 0.00% +9K +30.1% $53.22 -6.4%
1463 LNN LINDSAY CORP Industrials 16,948.0 $2.0M 0.00% +10K +161.9% $119.07 -8.3%
1464 BWFG BANKWELL FINL GROUP INC Financial Services 41,342.0 $2.0M 0.00% +22K +111.4% $48.52 +8.8%
1465 LIBERTY GLOBAL LTD 170,952.0 $2.0M 0.00% +100K +141.5% $11.73
1466 GTN GRAY MEDIA INC Communication Services 461,674.0 $2.0M 0.00% +267K +137.4% $4.34 -4.8%
1467 PFBC PREFERRED BK LOS ANGELES CA Financial Services 21,975.0 $2.0M 0.00% +7K +46.0% $90.69 +4.4%
1468 ASIX ADVANSIX INC Basic Materials 81,461.0 $2.0M 0.00% +44K +115.2% $24.40 -10.5%
1469 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 132,724.0 $2.0M 0.00% +28K +26.5% $14.92 +9.0%
1470 CTRN CITI TRENDS INC Consumer Cyclical 45,536.0 $2.0M 0.00% +23K +101.7% $43.32 -11.7%
1471 ELA ENVELA CORP Consumer Cyclical 118,342.0 $2.0M 0.00% +59K +100.0% $16.66 +43.9%
1472 TTAM TITAN AMER SA Basic Materials 131,242.0 $2.0M 0.00% +25K +23.1% $14.98 +2.8%
1473 RXO RXO INC Industrials 133,339.0 $1.9M 0.00% +56K +71.7% $14.62 +63.1%
1474 PCVX VAXCYTE INC Healthcare 33,545.0 $1.9M 0.00% +3K +8.4% $58.11 -18.4%
1475 PRCT PROCEPT BIOROBOTICS CORP Healthcare 77,887.0 $1.9M 0.00% +7K +9.8% $25.01 +12.4%
1476 CROX CROCS INC Consumer Cyclical 23,446.0 $1.9M 0.00% +14K +143.8% $83.02 +31.2%
1477 LANTHEUS HLDGS INC 1,613,000.0 $1.9M 0.00% +535K +49.6% $1.20
1478 UMH UMH PPTYS INC Real Estate 133,726.0 $1.9M 0.00% +13K +10.4% $14.43 +6.6%
1479 KEP KOREA ELEC PWR CORP Utilities 134,863.0 $1.9M 0.00% +41K +44.0% $14.25 -7.2%
1480 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 343,833.0 $1.9M 0.00% +163K +90.3% $5.58 +69.0%
Page 74 of 102  ·  2,032 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%