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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 150 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 ALMS ALUMIS INC Healthcare 8,337.0 $235K -981.0 -10.5% $28.14 -19.1%
2982 WVE WAVE LIFE SCIENCES LTD Healthcare 40,363.0 $235K -40K -49.6% $5.81 -8.8%
2983 STAA STAAR SURGICAL CO Healthcare 8,137.0 $233K NEW $28.69 -17.1%
2984 NABL N-ABLE INC Technology 63,215.0 $232K -30K -32.4% $3.67 -5.0%
2985 SSYS STRATASYS LTD Technology 27,087.0 $232K +11K +64.2% $8.56 -3.2%
2986 IUSB ISHARES TR 5,017.0 $232K +367.0 +7.9% $46.15 -1.4%
2987 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 42,473.0 $231K -40K -48.4% $5.45 -11.5%
2988 ERIE ERIE INDTY CO Financial Services 964.0 $231K -191.0 -16.5% $239.85 +10.9%
2989 UNITY SOFTWARE INC 204,000.0 $231K $1.13
2990 SLNG STABILIS SOLUTIONS INC Energy 56,600.0 $229K -57K -50.0% $4.05 +38.5%
2991 FERROVIAL NV 3,331.0 $229K -683.0 -17.0% $68.60
2992 BWB BRIDGEWATER BANCSHARES INC Financial Services 10,858.0 $228K -7K -39.2% $21.04 +1.3%
2993 APC ARKO PETE CORP Energy 12,088.0 $228K NEW $18.85 -0.5%
2994 SPECTRUM BRANDS INC 219,000.0 $228K $1.04
2995 BCAX BICARA THERAPEUTICS INC Healthcare 7,658.0 $227K NEW $29.69 -15.6%
2996 JAKK JAKKS PAC INC Consumer Cyclical 9,760.0 $227K -8K -45.7% $23.28 +5.9%
2997 SION SIONNA THERAPEUTICS INC Healthcare 5,158.0 $227K NEW $43.99 -87.1%
2998 BILL HOLDINGS INC 260,000.0 $224K $0.86
2999 BCYC BICYCLE THERAPEUTICS PLC Healthcare 52,784.0 $224K $4.24 -4.6%
3000 PJUN INNOVATOR ETFS TRUST 5,175.0 $224K NEW $43.23 +1.7%
Page 150 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%