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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 6 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ENVIRI CORP 22,408.0 $492K NEW $21.95
102 CHRONOSCALE CORP 21,643.0 $481K NEW $22.22
103 PODCASTONE INC 107,524.0 $481K NEW $4.47
104 QUAL ISHARES TR 2,168.0 $476K NEW $219.44 +1.3%
105 INNIO NV 12,026.0 $476K NEW $39.55
106 AZUL S A 53,686.0 $470K NEW $8.76
107 TREKOR METALS LTD 68,220.0 $469K NEW $6.88
108 AMRN AMARIN CORP PLC Healthcare 29,211.0 $466K NEW $15.94 -11.8%
109 CHMG CHEMUNG FINL CORP Financial Services 6,232.0 $465K NEW $74.58 +10.9%
110 BROOKFIELD BUSINESS CORP 15,468.0 $462K NEW $29.85
111 BRCC BRC INC Consumer Defensive 404,780.0 $449K NEW $1.11 -22.1%
112 MERIT MED SYS INC 418,000.0 $449K NEW $1.07
113 CADL CANDEL THERAPEUTICS INC Healthcare 42,910.0 $442K NEW $10.30 +19.9%
114 REVOLUTION MEDICINES INC 350,000.0 $437K NEW $1.25
115 JAZZ INVESTMENTS I LTD 253,000.0 $431K NEW $1.70
116 QMCO QUANTUM CORP Technology 38,739.0 $426K NEW $11.00 +86.3%
117 GCTS GCT SEMICONDUCTOR HLDG INC Technology 142,901.0 $424K NEW $2.97 -33.0%
118 LBRX LB PHARMACEUTICALS INC Healthcare 12,611.0 $409K NEW $32.45 +45.6%
119 DFUV DIMENSIONAL ETF TRUST 7,394.0 $407K NEW $55.01 +3.8%
120 TRT TRIO TECH INTL Technology 32,489.0 $400K NEW $12.32 -9.6%
Page 6 of 12  ·  232 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%