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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 54 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 UMC UNITED MICROELECTRONICS CORP Technology 113,874.0 $3.1M 0.00% -55K -32.7% $27.21 -32.6%
1062 OGS ONE GAS INC Utilities 40,163.0 $3.1M 0.00% -39K -49.5% $77.07 +2.3%
1063 RM REGIONAL MGMT CORP Financial Services 74,811.0 $3.1M 0.00% -82K -52.4% $41.20 -17.2%
1064 HLF HERBALIFE LTD Consumer Defensive 233,834.0 $3.1M 0.00% -101K -30.1% $13.15 -3.8%
1065 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 177,903.0 $3.1M 0.00% -186K -51.1% $17.20 -6.0%
1066 MD PEDIATRIX MEDICAL GROUP INC Healthcare 120,378.0 $3.0M 0.00% -37K -23.5% $25.33 +4.9%
1067 PL PLANET LABS PBC Industrials 91,598.0 $3.0M 0.00% -121K -56.8% $33.13 -32.7%
1068 RGP RESOURCES CONNECTION INC Industrials 713,908.0 $3.0M 0.00% -616K -46.3% $4.25 +2.1%
1069 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 128,456.0 $3.0M 0.00% -97K -43.0% $23.60 +10.8%
1070 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 83,232.0 $3.0M 0.00% -111K -57.1% $36.41 +4.8%
1071 ANDG ANDERSEN GROUP INC Consumer Cyclical 80,341.0 $3.0M 0.00% -41K -34.0% $37.72 +33.0%
1072 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 83,347.0 $3.0M 0.00% -89K -51.8% $36.24 +4.2%
1073 NBBK NB BANCORP INC Financial Services 142,346.0 $3.0M 0.00% -160K -52.9% $21.13 +4.0%
1074 ORN ORION GROUP HLDGS INC Industrials 178,789.0 $3.0M 0.00% -208K -53.8% $16.82 -44.9%
1075 GFF GRIFFON CORP Industrials 30,779.0 $3.0M 0.00% -16K -33.8% $97.53 +3.1%
1076 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 114,253.0 $3.0M 0.00% -92K -44.6% $26.22 -4.3%
1077 DWM WISDOMTREE TR 40,093.0 $2.9M 0.00% -1K -3.0% $73.22 +4.7%
1078 CBNK CAPITAL BANCORP INC MD Financial Services 82,967.0 $2.9M 0.00% -84K -50.4% $35.12 +4.0%
1079 OBNK ORIGIN BANCORP INC Financial Services 56,573.0 $2.9M 0.00% -35K -37.9% $51.15 -97.9%
1080 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 119,972.0 $2.9M 0.00% -247K -67.3% $23.88 -1.1%
Page 54 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%