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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 13 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NU NU HLDGS LTD Financial Services 7,150,182.0 $95.5M 0.08% -2.2M -23.4% $13.36 +7.4%
242 CGGR CAPITAL GROUP GROWTH ETF 2,022,745.0 $95.5M 0.08% +186K +10.1% $47.20 -2.0%
243 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 364,301.0 $95.2M 0.08% +99K +37.2% $261.37 +25.5%
244 ETN EATON CORP PLC Industrials 222,213.0 $94.7M 0.08% -49K -17.9% $426.12 +1.2%
245 HST HOST HOTELS & RESORTS INC Real Estate 3,978,962.0 $94.3M 0.08% -367K -8.4% $23.71 -3.3%
246 PANW PALO ALTO NETWORKS INC Technology 275,796.0 $94.0M 0.08% -30K -9.7% $341.01 +9.7%
247 DIS DISNEY WALT CO Communication Services 974,332.0 $93.8M 0.08% -40K -3.9% $96.25 +8.0%
248 KEYS KEYSIGHT TECHNOLOGIES INC Technology 267,489.0 $93.6M 0.08% -48K -15.3% $350.06 -2.6%
249 MRVL MARVELL TECHNOLOGY INC Technology 314,126.0 $93.6M 0.08% -357K -53.2% $297.89 -27.5%
250 AER AERCAP HOLDINGS NV Industrials 641,044.0 $93.5M 0.08% -129K -16.7% $145.78 +2.6%
251 DHR DANAHER CORP DEL Healthcare 489,535.0 $93.2M 0.08% -214K -30.4% $190.47 +4.8%
252 RYANAIR HOLDINGS PLC 1,438,960.0 $93.2M 0.08% -733K -33.8% $64.75
253 CL COLGATE PALMOLIVE CO Consumer Defensive 1,012,566.0 $92.8M 0.08% -229K -18.5% $91.68 -0.2%
254 NEE NEXTERA ENERGY INC Utilities 1,057,257.0 $92.8M 0.08% -63K -5.6% $87.77 -1.8%
255 BCS BARCLAYS PLC Financial Services 3,454,350.0 $92.8M 0.08% -30K -0.8% $26.86 +1.9%
256 NVS NOVARTIS AG Healthcare 591,566.0 $92.7M 0.08% -28K -4.5% $156.71 -1.4%
257 PNC PNC FINL SVCS GROUP INC Financial Services 375,555.0 $92.5M 0.08% -61K -14.1% $246.22 +3.3%
258 CGGO CAPITAL GROUP GBL GROWTH EQT 2,181,653.0 $92.3M 0.08% +218K +11.1% $42.33 -4.1%
259 RPM RPM INTL INC Basic Materials 830,236.0 $92.3M 0.08% -21K -2.5% $111.15 -0.5%
260 QIAGEN NV 2,353,350.0 $92.0M 0.08% +587K +33.2% $39.10
Page 13 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 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%