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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 85 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 ALGT ALLEGIANT TRAVEL CO Industrials 12,852.0 $1.0M 0.00% +1K +9.2% $81.04 -4.9%
1682 BLKB BLACKBAUD INC Technology 26,928.0 $1.0M 0.00% +491.0 +1.9% $38.61 -19.5%
1683 MZTI MARZETTI COMPANY Consumer Defensive 7,514.0 $1.0M 0.00% +529.0 +7.6% $138.26 -17.6%
1684 LADR LADDER CAP CORP Real Estate 105,932.0 $1.0M 0.00% +43K +69.2% $9.77 +1.7%
1685 MPB MID PENN BANCORP INC Financial Services 32,142.0 $1.0M 0.00% +17K +118.3% $32.16 -1.6%
1686 VOYG VOYAGER TECHNOLOGIES INC Industrials 44,083.0 $1.0M 0.00% +24K +123.2% $23.39 +60.6%
1687 GEF GREIF INC Consumer Cyclical 15,165.0 $1.0M 0.00% +6K +61.5% $67.07 -8.6%
1688 WTI W & T OFFSHORE INC Energy 297,870.0 $1.0M 0.00% +280K +1596.5% $3.41 +39.6%
1689 JCAP JEFFERSON CAPITAL INC Financial Services 52,502.0 $1.0M 0.00% +33K +170.0% $19.23 -9.5%
1690 MASS 908 DEVICES INC Healthcare 164,894.0 $1.0M 0.00% +83K +101.2% $6.12 +10.8%
1691 RDW REDWIRE CORPORATION Industrials 117,834.0 $1.0M 0.00% +75K +173.2% $8.50 +63.6%
1692 WDFC WD 40 CO Basic Materials 4,869.0 $993K 0.00% +795.0 +19.5% $203.97 +0.1%
1693 PDM PIEDMONT REALTY TRUST INC Real Estate 150,780.0 $991K 0.00% +48K +46.9% $6.57 +19.5%
1694 U HAUL HOLDING COMPANY 22,124.0 $988K 0.00% +5K +31.4% $44.67
1695 ARX ACCELERANT HOLDINGS Financial Services 73,935.0 $988K 0.00% +36K +95.1% $13.36 +24.9%
1696 SEB SEABOARD CORP DEL Industrials 174.0 $984K 0.00% +20.0 +13.0% $5653.75 -14.9%
1697 WKC WORLD KINECT CORPORATION Energy 42,618.0 $983K 0.00% +9K +27.9% $23.07 +23.8%
1698 FOR FORESTAR GROUP INC Real Estate 40,159.0 $981K 0.00% +18K +79.5% $24.44 +3.1%
1699 FIRST FNDTN INC 166,166.0 $980K 0.00% +103K +161.2% $5.90
1700 DCBO DOCEBO INC Technology 56,034.0 $979K 0.00% +38K +211.7% $17.47 -0.4%
Page 85 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%