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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 120 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 SNOWFLAKE INC 518,000.0 $862K 0.00% $1.66
2382 FLXS FLEXSTEEL INDS INC Consumer Cyclical 11,548.0 $860K 0.00% NEW $74.48 +9.3%
2383 ENR ENERGIZER HLDGS INC Industrials 40,006.0 $858K 0.00% +8K +23.3% $21.44 +0.1%
2384 MFA MFA FINL INC Real Estate 88,160.0 $854K 0.00% +4K +4.6% $9.69 -8.1%
2385 IMVT IMMUNOVANT INC Healthcare 22,160.0 $854K 0.00% +4K +24.9% $38.53 +15.2%
2386 NYF ISHARES TR 15,831.0 $853K 0.00% $53.91 -2.1%
2387 SFL SFL CORPORATION LTD Industrials 83,598.0 $853K 0.00% +51K +155.0% $10.20 +21.4%
2388 CYRX CRYOPORT INC Industrials 54,317.0 $853K 0.00% NEW $15.70 +9.1%
2389 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 47,319.0 $851K 0.00% +11K +30.1% $17.99 -10.8%
2390 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 62,801.0 $844K 0.00% -3K -4.4% $13.44 -3.6%
2391 QURE UNIQURE NV Healthcare 18,296.0 $843K 0.00% +7K +60.0% $46.07 +5.0%
2392 IFS INTERCORP FINL SVCS INC Financial Services 14,789.0 $842K 0.00% -7K -30.7% $56.94 -3.6%
2393 HTLD HEARTLAND EXPRESS INC Industrials 55,327.0 $842K 0.00% -51K -48.0% $15.22 -15.6%
2394 BDSX BIODESIX INC Healthcare 37,295.0 $841K 0.00% -6K -13.3% $22.55 +18.1%
2395 BBCP CONCRETE PUMPING HLDGS INC Industrials 69,701.0 $840K 0.00% NEW $12.05 -22.7%
2396 AMLP ALPS ETF TR 16,182.0 $839K 0.00% +1K +7.3% $51.85 +5.6%
2397 VMD VIEMED HEALTHCARE INC Healthcare 73,565.0 $839K 0.00% NEW $11.40 -22.4%
2398 SPRY ARS PHARMACEUTICALS INC Healthcare 104,643.0 $838K 0.00% +92K +706.0% $8.01 -31.3%
2399 NTSK NETSKOPE INC Technology 76,326.0 $835K 0.00% +27K +56.1% $10.94 +32.6%
2400 OXM OXFORD INDS INC Consumer Cyclical 23,949.0 $835K 0.00% -341.0 -1.4% $34.87 +3.8%
Page 120 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%