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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 40 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WYNN WYNN RESORTS LTD Consumer Cyclical 72,364.0 $7.0M 0.01% -14K -15.8% $97.12 +2.8%
782 UE URBAN EDGE PPTYS Real Estate 306,506.0 $7.0M 0.01% -8K -2.5% $22.88 -6.1%
783 MGY MAGNOLIA OIL & GAS CORP Energy 273,602.0 $7.0M 0.01% -182K -39.9% $25.58 +6.3%
784 HE HAWAIIAN ELEC INDS INC MTN B Utilities 516,080.0 $7.0M 0.01% -308K -37.4% $13.53 -15.7%
785 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 1,324,476.0 $7.0M 0.01% -76K -5.4% $5.27 +4.1%
786 BR BROADRIDGE FINL SOLUTIONS IN Technology 50,719.0 $6.9M 0.01% -32K -38.4% $136.95 +35.3%
787 PAY PAYMENTUS HOLDINGS INC Technology 287,338.0 $6.9M 0.01% -109K -27.5% $24.16 +67.3%
788 JOYY JOYY INC Communication Services 105,033.0 $6.9M 0.01% -8K -6.9% $65.99 +11.6%
789 CNXC CONCENTRIX CORP Technology 308,656.0 $6.9M 0.01% -123K -28.4% $22.41 +19.3%
790 PRDO PERDOCEO ED CORP Consumer Defensive 215,322.0 $6.9M 0.01% -48K -18.1% $32.00 +4.8%
791 PB PROSPERITY BANCSHARES INC Financial Services 93,936.0 $6.9M 0.01% -64K -40.5% $73.03 -0.1%
792 PINS PINTEREST INC Communication Services 324,312.0 $6.8M 0.01% -89K -21.6% $21.03 +11.1%
793 DIOD DIODES INC Technology 62,272.0 $6.8M 0.01% -34K -35.2% $109.44 -17.9%
794 LQDT LIQUIDITY SVCS INC Consumer Cyclical 174,170.0 $6.8M 0.01% -19K -10.0% $39.12 +10.8%
795 CUZ COUSINS PPTYS INC Real Estate 226,721.0 $6.8M 0.01% -42K -15.6% $29.98 -0.3%
796 VOD VODAFONE GROUP PLC Communication Services 513,923.0 $6.8M 0.01% -352K -40.7% $13.22 +20.8%
797 ALV AUTOLIV INC Consumer Cyclical 58,083.0 $6.7M 0.01% -4K -5.8% $116.17 +6.0%
798 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 74,945.0 $6.7M 0.01% -3K -3.4% $90.00 +23.7%
799 HLMN HILLMAN SOLUTIONS CORP Industrials 793,869.0 $6.7M 0.01% -311K -28.2% $8.44 -1.7%
800 SFNC SIMMONS FIRST NATL CORP Financial Services 295,294.0 $6.7M 0.01% -110K -27.1% $22.65 +1.5%
Page 40 of 93  ·  1,842 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 32.6%
Industrials 12.6%
Financial Services 12.1%
Healthcare 10.2%
Consumer Cyclical 9.7%
Real Estate 5.7%
Communication Services 5.3%
Consumer Defensive 3.2%
Energy 3.1%
Basic Materials 3.0%