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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 52 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FEDERATED HERMES INC 61,854.0 $3.4M 0.00% -7K -10.1% $55.21
1022 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 128,639.0 $3.4M 0.00% -138K -51.8% $26.52 -11.5%
1023 SYBT STOCK YDS BANCORP INC Financial Services 44,526.0 $3.4M 0.00% -11K -19.2% $76.47 +7.1%
1024 PBYI PUMA BIOTECHNOLOGY INC Healthcare 418,669.0 $3.4M 0.00% -90K -17.6% $8.11 +13.9%
1025 KB KB FINL GROUP INC Financial Services 32,351.0 $3.4M 0.00% -8K -19.7% $104.93 +12.4%
1026 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 88,131.0 $3.4M 0.00% -11K -11.4% $38.51 +2.7%
1027 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 211,534.0 $3.4M 0.00% -18K -8.0% $16.03 +13.4%
1028 CRTO CRITEO S A Communication Services 185,198.0 $3.4M 0.00% -61K -24.7% $18.28 -4.6%
1029 QCRH QCR HLDGS INC Financial Services 34,553.0 $3.4M 0.00% -14K -29.0% $97.35 +4.0%
1030 FDS FACTSET RESH SYS INC Financial Services 14,585.0 $3.4M 0.00% -59K -80.3% $230.07 +30.4%
1031 FLOC FLOWCO HLDGS INC Energy 157,076.0 $3.4M 0.00% -21K -11.8% $21.34 +6.0%
1032 ARCB ARCBEST CORP Industrials 23,339.0 $3.4M 0.00% -30K -56.5% $143.54 -2.2%
1033 SSRM SSR MINING IN Basic Materials 116,702.0 $3.3M 0.00% -42K -26.2% $28.28 +33.6%
1034 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 109,206.0 $3.2M 0.00% -63K -36.6% $29.75 +17.6%
1035 BEPC BROOKFIELD RENEWABLE CORP Utilities 87,508.0 $3.2M 0.00% -69K -44.1% $37.12 -10.4%
1036 QDEL QUIDELORTHO CORP Healthcare 185,272.0 $3.2M 0.00% -84K -31.2% $17.52 -15.8%
1037 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 16,076.0 $3.2M 0.00% -1K -8.3% $201.07 +6.8%
1038 DHX DHI GROUP INC Industrials 870,191.0 $3.2M 0.00% -934K -51.8% $3.71 +12.9%
1039 BSY BENTLEY SYS INC Technology 107,928.0 $3.2M 0.00% -96K -47.1% $29.91 +24.0%
1040 AMR ALPHA METALLURGICAL RESOUR I Energy 19,505.0 $3.2M 0.00% -19K -49.0% $164.94 +27.3%
Page 52 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%