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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 129 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 41,022.0 $586K 0.00% NEW $14.29 +21.1%
2562 TECX TECTONIC THERAPEUTIC INC Healthcare 17,029.0 $585K 0.00% -20K -53.8% $34.38 +9.5%
2563 LESL LESLIES INC Consumer Cyclical 57,611.0 $585K 0.00% +3K +5.0% $10.15 -94.1%
2564 HPK HIGHPEAK ENERGY INC Energy 83,606.0 $584K 0.00% NEW $6.99 +19.0%
2565 GILT GILAT SATELLITE NETWORKS LTD Technology 43,814.0 $583K 0.00% -57K -56.4% $13.31 -21.1%
2566 ERII ENERGY RECOVERY INC Industrials 64,643.0 $583K 0.00% +13K +24.7% $9.02 -12.4%
2567 GRAL GRAIL INC Healthcare 8,516.0 $582K 0.00% -4K -29.6% $68.28 +16.5%
2568 TDW TIDEWATER INC NEW Energy 8,699.0 $580K 0.00% -990.0 -10.2% $66.63 +42.9%
2569 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 20,147.0 $579K 0.00% NEW $28.72 -36.3%
2570 ELECTROVAYA INC 55,028.0 $578K 0.00% NEW $10.50
2571 KVHI KVH INDS INC Technology 58,198.0 $577K 0.00% +34K +142.9% $9.91 -22.3%
2572 VKTX VIKING THERAPEUTICS INC Healthcare 14,779.0 $577K 0.00% $39.01 -13.1%
2573 BORR DRILLING LTD 139,395.0 $576K 0.00% -137K -49.6% $4.13
2574 ALTO ALTO INGREDIENTS INC Basic Materials 100,951.0 $575K 0.00% +89K +741.0% $5.70 -23.2%
2575 FNDF SCHWAB STRATEGIC TR 10,898.0 $575K 0.00% +181.0 +1.7% $52.76 +5.8%
2576 LFMD LIFEMD INC Healthcare 138,970.0 $574K 0.00% +98K +239.4% $4.13 -19.9%
2577 AP AMPCO-PITTSBURG CORP Industrials 65,911.0 $570K 0.00% -118K -64.2% $8.65 +1.7%
2578 PDS PRECISION DRILLING CORP Energy 7,427.0 $569K 0.00% NEW $76.66 +19.6%
2579 MANE VERADERMICS INC Healthcare 4,627.0 $569K 0.00% NEW $122.94 -16.4%
2580 INSE INSPIRED ENTMT INC Consumer Cyclical 68,801.0 $568K 0.00% -84K -55.0% $8.25 -26.3%
Page 129 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%