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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 15 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WEC WEC ENERGY GROUP INC Utilities 731,639.0 $85.4M 0.07% -5K -0.7% $116.77 -4.9%
282 TFLR T ROWE PRICE EXCHANGE-TRADED 1,691,342.0 $85.3M 0.07% +397K +30.6% $50.41 +0.6%
283 ENTERGY CORP NEW 741,192.0 $85.1M 0.07% -117K -13.6% $114.86
284 CGCB CAPITAL GRP FIXED INCM ETF T 3,251,177.0 $85.1M 0.07% +749K +30.0% $26.18 -1.3%
285 MCHP MICROCHIP TECHNOLOGY INC. Technology 929,713.0 $84.8M 0.07% +28K +3.1% $91.20 -14.3%
286 CRWD CROWDSTRIKE HLDGS INC Technology 111,009.0 $84.7M 0.07% -10K -8.3% $190.79 +11.6%
287 STT STATE STR CORP Financial Services 497,821.0 $84.4M 0.07% -351K -41.3% $169.60 +13.1%
288 LSCC LATTICE SEMICONDUCTOR CORP Technology 549,358.0 $84.0M 0.07% $152.96 -18.8%
289 ALAB ASTERA LABS INC Technology 173,226.0 $83.7M 0.07% -73K -29.5% $483.03 -37.2%
290 BOX BOX INC Technology 3,150,393.0 $83.6M 0.07% -48K -1.5% $26.54 +22.2%
291 AOS SMITH A O CORP Industrials 1,331,425.0 $83.5M 0.07% -15K -1.1% $62.72 -3.0%
292 PBR PETROLEO BRASILEIRO S A Energy 5,099,224.0 $82.4M 0.07% +1.3M +35.9% $16.16 +12.5%
293 NOVT NOVANTA INC Technology 507,534.0 $82.3M 0.07% +23K +4.8% $162.24 -3.2%
294 CANADIAN PACIFIC KANSAS CITY 947,404.0 $82.1M 0.07% -346K -26.8% $86.65
295 KIM KIMCO REALTY CORP Real Estate 3,224,548.0 $81.7M 0.07% -19K -0.6% $25.35 -4.5%
296 VLO VALERO ENERGY CORP Energy 312,289.0 $81.3M 0.07% +11K +3.8% $260.42 +34.4%
297 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,792,315.0 $80.9M 0.07% -690K -27.8% $45.11 +23.5%
298 SITM SITIME CORP Technology 108,284.0 $80.7M 0.07% +75K +223.0% $745.58 -8.8%
299 BIO BIO RAD LABS INC Healthcare 273,377.0 $80.3M 0.07% -15K -5.0% $293.60 +20.1%
300 CDP COPT DEFENSE PROPERTIES Real Estate 2,204,679.0 $80.2M 0.07% -88K -3.8% $36.39 +1.3%
Page 15 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%