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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 72 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DYN DYNE THERAPEUTICS INC Healthcare 44,054.0 $978K 0.00% -919.0 -2.0% $22.21 +20.8%
1422 SB SAFE BULKERS INC Industrials 154,944.0 $978K 0.00% -108K -41.0% $6.31 +36.1%
1423 ENTA ENANTA PHARMACEUTICALS INC Healthcare 66,685.0 $972K 0.00% -42K -38.9% $14.58 -9.8%
1424 DRD DRDGOLD LIMITED Basic Materials 45,157.0 $962K 0.00% -35K -43.4% $21.30 +43.8%
1425 CERIBELL INC 49,324.0 $959K 0.00% -1K -2.1% $19.45
1426 GRC GORMAN RUPP CO Industrials 10,432.0 $957K 0.00% -1K -12.4% $91.74 -16.0%
1427 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 18,272.0 $953K 0.00% -10K -35.2% $52.17 -14.2%
1428 SOPH SOPHIA GENETICS SA Healthcare 165,045.0 $952K 0.00% -193K -53.9% $5.77 +45.8%
1429 DEA EASTERLY GOVT PPTYS INC Real Estate 38,029.0 $948K 0.00% -21K -35.4% $24.93 -1.8%
1430 FLUENT INC 254,055.0 $948K 0.00% -254K -50.0% $3.73
1431 ISTR INVESTAR HOLDING CORP Financial Services 31,624.0 $947K 0.00% -34K -51.6% $29.96 +0.3%
1432 HBNC HORIZON BANCORP IND Financial Services 47,392.0 $947K 0.00% -44K -47.9% $19.98 -2.6%
1433 PKBK PARKE BANCORP INC Financial Services 28,509.0 $945K 0.00% -28K -49.5% $33.16 +2.4%
1434 DIGITALBRIDGE GROUP INC 59,709.0 $942K 0.00% -416K -87.5% $15.78
1435 PERI PERION NETWORK LTD Communication Services 96,828.0 $940K 0.00% -70K -41.9% $9.71 +0.6%
1436 ENPH ENPHASE ENERGY INC Energy 19,002.0 $936K 0.00% -9K -31.0% $49.24 -19.7%
1437 TITN TITAN MACHY INC Industrials 44,254.0 $935K 0.00% -27K -38.1% $21.12 -11.9%
1438 ESP ESPEY MFG & ELECTRS CORP Industrials 13,853.0 $933K 0.00% -11K -44.5% $67.35 -6.3%
1439 MCB METROPOLITAN BK HLDG CORP Financial Services 9,440.0 $932K 0.00% -610.0 -6.1% $98.76 -7.7%
1440 AHRT AH RLTY TR INC Financial Services 130,901.0 $927K 0.00% -30K -18.6% $7.08 -6.1%
Page 72 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%