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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 112 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 TTD THE TRADE DESK INC Technology 65,259.0 $1.2M 0.00% -169K -72.2% $18.08 -27.1%
2222 NWBI NORTHWEST BANCSHARES INC Financial Services 77,772.0 $1.2M 0.00% +45K +136.8% $15.16 +1.7%
2223 WDFC WD 40 CO Basic Materials 4,839.0 $1.2M 0.00% -30.0 -0.6% $243.60 -10.9%
2224 KEEL KEEL INFRASTRUCTURE CORP Technology 203,475.0 $1.2M 0.00% NEW $5.74 -42.2%
2225 KSA ISHARES TR 31,037.0 $1.2M 0.00% +281.0 +0.9% $37.32 +2.7%
2226 NEOG NEOGEN CORP Healthcare 128,733.0 $1.2M 0.00% -102K -44.1% $8.99 +32.9%
2227 BLCO BAUSCH PLUS LOMB CORP Healthcare 69,693.0 $1.2M 0.00% -70K -50.0% $16.56 +4.1%
2228 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 36,686.0 $1.2M 0.00% -120K -76.6% $31.40 +15.7%
2229 DOCS DOXIMITY INC Healthcare 55,507.0 $1.2M 0.00% -41K -42.7% $20.74 +22.2%
2230 WABC WESTAMERICA BANCORPORATION Financial Services 19,612.0 $1.2M 0.00% +3K +17.2% $58.67 -0.3%
2231 BLLN BILLIONTOONE INC Healthcare 9,589.0 $1.2M 0.00% -4K -28.4% $119.98 -20.8%
2232 NATL NCR ATLEOS CORPORATION Technology 26,477.0 $1.1M 0.00% -83K -75.9% $43.41 +6.9%
2233 OIS OIL STS INTL INC Energy 143,207.0 $1.1M 0.00% -299K -67.6% $8.01 +8.0%
2234 ASYS AMTECH SYS INC Technology 49,501.0 $1.1M 0.00% -43K -46.5% $23.08 -36.6%
2235 TS TENARIS S A Energy 20,582.0 $1.1M 0.00% -6K -23.0% $55.48 -5.1%
2236 AUR AURORA INNOVATION INC Technology 167,304.0 $1.1M 0.00% $6.82 -8.5%
2237 CGON CG ONCOLOGY INC Healthcare 15,940.0 $1.1M 0.00% -2K -11.9% $71.04 +12.3%
2238 CTRN CITI TRENDS INC Consumer Cyclical 19,553.0 $1.1M 0.00% -26K -57.1% $57.84 +24.0%
2239 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 12,969.0 $1.1M 0.00% -2K -15.5% $87.10 -13.8%
2240 QUIK QUICKLOGIC CORP Technology 56,380.0 $1.1M 0.00% -49K -46.4% $19.97 -42.7%
Page 112 of 164  ·  3,272 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%