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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 142 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 SMR NUSCALE PWR CORP Utilities 32,858.0 $330K -8K -20.0% $10.03 -6.3%
2822 DSGN DESIGN THERAPEUTICS INC Healthcare 22,740.0 $329K -110K -82.9% $14.47 +3.6%
2823 CIVB CIVISTA BANCSHARES INC Financial Services 11,587.0 $327K -9K -44.5% $28.22 -2.2%
2824 IIIN INSTEEL INDS INC Industrials 10,812.0 $327K -12K -52.2% $30.20 +2.4%
2825 ARMOUR RESIDENTIAL REIT INC 18,676.0 $326K -1K -7.0% $17.45
2826 LC HAPPEN INC Financial Services 15,677.0 $325K -14K -47.1% $20.74 -7.4%
2827 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 37,925.0 $325K +730.0 +2.0% $8.57 +53.6%
2828 ZH ZHIHU INC Communication Services 103,607.0 $324K -26K -19.8% $3.13 +2.9%
2829 RAMP LIVERAMP HLDGS INC Technology 8,608.0 $324K -49K -85.2% $37.64 -0.2%
2830 MBX MBX BIOSCIENCES INC Healthcare 5,868.0 $324K -3K -34.7% $55.20 +20.2%
2831 VFLO VICTORY PORTFOLIOS II 7,073.0 $324K +170.0 +2.5% $45.75 +21.2%
2832 SYNAPTICS INC 218,000.0 $324K $1.48
2833 NOAH NOAH HLDGS LTD Financial Services 32,352.0 $323K -4K -10.5% $9.99 -11.9%
2834 CURI CURIOSITYSTREAM INC Communication Services 121,156.0 $322K -111K -47.9% $2.66 +3.8%
2835 FLNC FLUENCE ENERGY INC Utilities 16,139.0 $321K -83.0 -0.5% $19.88 -43.0%
2836 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 132,308.0 $320K NEW $2.42 -1.7%
2837 SWBI SMITH & WESSON BRANDS INC Industrials 21,122.0 $319K NEW $15.12 -6.7%
2838 BCML BAYCOM CORP Financial Services 9,693.0 $319K -4K -29.7% $32.90 -8.8%
2839 CRSR CORSAIR GAMING INC Technology 32,833.0 $317K -7K -17.8% $9.67 +13.0%
2840 LUNR INTUITIVE MACHINES INC Industrials 14,809.0 $317K $21.39 -14.4%
Page 142 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%