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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 55 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FFBC 1ST FINL BANCORP Financial Services 84,204.0 $2.8M 0.00% -61K -42.0% $33.83 -2.4%
1082 WLY WILEY JOHN & SONS INC Communication Services 58,718.0 $2.8M 0.00% -36K -38.0% $48.51 +6.3%
1083 SR SPIRE INC Utilities 36,342.0 $2.8M 0.00% -17K -31.8% $78.09 +3.6%
1084 ATEC ALPHATEC HLDGS INC Healthcare 327,128.0 $2.8M 0.00% -271K -45.3% $8.65 +9.6%
1085 EVER EVERQUOTE INC Communication Services 118,691.0 $2.8M 0.00% -51K -30.2% $23.79 +6.1%
1086 HMY HARMONY GOLD MNG LTD Basic Materials 185,015.0 $2.8M 0.00% -722K -79.6% $15.21 +54.8%
1087 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 45,193.0 $2.8M 0.00% -30K -40.2% $62.22 -31.6%
1088 ATS CORPORATION 97,376.0 $2.8M 0.00% -70K -42.0% $28.78
1089 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 92,310.0 $2.8M 0.00% -1.0M -91.9% $30.15 -1.3%
1090 VRRM VERRA MOBILITY CORP Technology 651,735.0 $2.8M 0.00% -562K -46.3% $4.25 +7.3%
1091 REZI RESIDEO TECHNOLOGIES INC Industrials 88,981.0 $2.8M 0.00% -37K -29.3% $31.10 -34.8%
1092 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 111,098.0 $2.8M 0.00% -4K -3.7% $24.83 -13.4%
1093 CODI COMPASS DIVERSIFIED Industrials 258,372.0 $2.8M 0.00% -28K -9.7% $10.66 +9.6%
1094 CARS CARS COM INC Consumer Cyclical 251,599.0 $2.8M 0.00% -57K -18.4% $10.94 +11.7%
1095 ORA ORMAT TECHNOLOGIES INC Utilities 25,223.0 $2.7M 0.00% -6K -18.7% $108.90 -0.5%
1096 OSBC OLD SECOND BANCORP INC DEL Financial Services 117,666.0 $2.7M 0.00% -85K -42.1% $23.32 +8.6%
1097 MBIN MERCHANTS BANCORP IND Financial Services 54,722.0 $2.7M 0.00% -54K -49.8% $50.00 +9.4%
1098 KMPR KEMPER CORP Financial Services 101,246.0 $2.7M 0.00% -19K -15.8% $26.96 +0.3%
1099 EBC EASTERN BANKSHARES INC Financial Services 122,593.0 $2.7M 0.00% -99K -44.8% $22.24 +2.2%
1100 METALLUS INC 145,151.0 $2.7M 0.00% -142K -49.5% $18.69
Page 55 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%