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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 85 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 11,048.0 $330K -54K -83.1% $29.89 -20.2%
1682 SMR NUSCALE PWR CORP Utilities 32,858.0 $330K -8K -20.0% $10.03 -14.0%
1683 DSGN DESIGN THERAPEUTICS INC Healthcare 22,740.0 $329K -110K -82.9% $14.47 +5.5%
1684 CIVB CIVISTA BANCSHARES INC Financial Services 11,587.0 $327K -9K -44.5% $28.22 +0.3%
1685 IIIN INSTEEL INDS INC Industrials 10,812.0 $327K -12K -52.2% $30.20 +6.1%
1686 ARMOUR RESIDENTIAL REIT INC 18,676.0 $326K -1K -7.0% $17.45
1687 LC HAPPEN INC Financial Services 15,677.0 $325K -14K -47.1% $20.74 -7.4%
1688 ZH ZHIHU INC Communication Services 103,607.0 $324K -26K -19.8% $3.13 -0.6%
1689 RAMP LIVERAMP HLDGS INC Technology 8,608.0 $324K -49K -85.2% $37.64 -0.6%
1690 MBX MBX BIOSCIENCES INC Healthcare 5,868.0 $324K -3K -34.7% $55.20 +20.5%
1691 NOAH NOAH HLDGS LTD Financial Services 32,352.0 $323K -4K -10.5% $9.99 -13.0%
1692 CURI CURIOSITYSTREAM INC Communication Services 121,156.0 $322K -111K -47.9% $2.66 +7.5%
1693 FLNC FLUENCE ENERGY INC Utilities 16,139.0 $321K -83.0 -0.5% $19.88 -40.9%
1694 BCML BAYCOM CORP Financial Services 9,693.0 $319K -4K -29.7% $32.90 -5.5%
1695 CRSR CORSAIR GAMING INC Technology 32,833.0 $317K -7K -17.8% $9.67 +23.4%
1696 RVSB RIVERVIEW BANCORP INC Financial Services 57,748.0 $314K -70K -54.7% $5.43 -5.3%
1697 COSO COASTALSOUTH BANCSHARES INC Financial Services 11,665.0 $313K -10K -46.2% $26.85 +3.5%
1698 BAYTEX ENERGY CORP 77,998.0 $312K -76K -49.4% $4.00
1699 IJS ISHARES TR 2,268.0 $310K -212.0 -8.6% $136.68 +1.1%
1700 AMAL AMALGAMATED FINANCIAL CORP Financial Services 6,751.0 $310K -134.0 -1.9% $45.90 +9.3%
Page 85 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 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%