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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 84 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 OGN ORGANON & CO Healthcare 190,057.0 $1.1M 0.00% +86K +82.0% $5.99 +123.9%
1662 OESX ORION ENERGY SYS INC Industrials 130,101.0 $1.1M 0.00% +69K +114.3% $8.74 +1.5%
1663 ANNX ANNEXON INC Healthcare 203,236.0 $1.1M 0.00% +145K +248.8% $5.54 -9.0%
1664 NEXT NEXTDECADE CORP Energy 146,558.0 $1.1M 0.00% +64K +77.3% $7.66 +17.1%
1665 ORKA ORUKA THERAPEUTICS INC Healthcare 22,840.0 $1.1M 0.00% +13K +136.1% $49.05 +17.2%
1666 OPY OPPENHEIMER HLDGS INC Financial Services 12,532.0 $1.1M 0.00% +5K +57.9% $89.19 +4.0%
1667 TR TOOTSIE ROLL INDS INC Consumer Defensive 26,118.0 $1.1M 0.00% +4K +15.9% $42.72 -4.3%
1668 HTLD HEARTLAND EXPRESS INC Industrials 106,364.0 $1.1M 0.00% +67K +173.5% $10.40 +34.1%
1669 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 464,867.0 $1.1M 0.00% +283K +156.3% $2.36 +5.9%
1670 FOSL FOSSIL GROUP INC Consumer Cyclical 253,771.0 $1.1M 0.00% +132K +107.6% $4.31 -10.0%
1671 INSE INSPIRED ENTMT INC Consumer Cyclical 152,803.0 $1.1M 0.00% +76K +98.7% $7.13 +0.8%
1672 ASYS AMTECH SYS INC Technology 92,515.0 $1.1M 0.00% +47K +104.5% $11.68 +73.4%
1673 IFS INTERCORP FINL SVCS INC Financial Services 21,337.0 $1.1M 0.00% +3K +14.0% $50.20 -7.1%
1674 SPYG SPDR SERIES TRUST 10,890.0 $1.1M 0.00% +4K +61.4% $97.91 +20.6%
1675 LEU CENTRUS ENERGY CORP Energy 6,119.0 $1.1M 0.00% +2K +32.8% $173.59 -2.6%
1676 TWIN TWIN DISC INC Industrials 70,471.0 $1.1M 0.00% +34K +92.8% $15.07 +4.8%
1677 GSBC GREAT SOUTHN BANCORP INC Financial Services 16,719.0 $1.1M 0.00% +10K +167.6% $63.13 +8.4%
1678 RELY REMITLY GLOBAL INC Technology 67,242.0 $1.1M 0.00% +5K +8.8% $15.67 +33.2%
1679 USNA USANA HEALTH SCIENCES INC Consumer Defensive 59,730.0 $1.0M 0.00% +30K +98.8% $17.47 +0.0%
1680 ENPH ENPHASE ENERGY INC Energy 27,547.0 $1.0M 0.00% +8K +40.8% $37.81 +23.7%
Page 84 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%