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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 65 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 155,150.0 $7.3M 0.01% -38K -19.5% $47.27 +8.5%
1282 BKH BLACK HILLS CORP Utilities 98,513.0 $7.3M 0.01% -7K -6.5% $74.40 -3.6%
1283 CHDN CHURCHILL DOWNS INC Consumer Cyclical 81,722.0 $7.3M 0.01% -24K -22.8% $89.65 +4.5%
1284 CINF CINCINNATI FINL CORP Financial Services 39,489.0 $7.3M 0.01% -711.0 -1.8% $185.15 -9.1%
1285 FSV FIRSTSERVICE CORP NEW Real Estate 51,401.0 $7.3M 0.01% -12K -18.9% $142.09 +1.7%
1286 BILL BILL HOLDINGS INC Technology 201,467.0 $7.3M 0.01% +92K +84.2% $36.16 +32.2%
1287 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 114,573.0 $7.2M 0.01% -37K -24.2% $63.25 +18.0%
1288 WU WESTERN UN CO Financial Services 941,075.0 $7.2M 0.01% +25K +2.7% $7.70 -5.3%
1289 TRMD TORM PLC Energy 276,756.0 $7.2M 0.01% $26.06 +22.0%
1290 TTEK TETRA TECH INC NEW Industrials 249,271.0 $7.2M 0.01% -66K -20.9% $28.89 +28.1%
1291 XENE XENON PHARMACEUTICALS INC Healthcare 119,251.0 $7.2M 0.01% +5K +4.3% $60.36 +0.7%
1292 TFII TFI INTERNATIONAL INC Industrials 49,757.0 $7.1M 0.01% NEW $143.57 -1.5%
1293 NGVT INGEVITY CORP Basic Materials 95,476.0 $7.1M 0.01% -58K -37.8% $74.67 -5.9%
1294 SCI SERVICE CORP INTL Consumer Cyclical 93,735.0 $7.1M 0.01% -14K -12.7% $75.96 +9.6%
1295 CVSA COVISTA INC Consumer Cyclical 57,080.0 $7.1M 0.01% -35K -38.3% $124.66 +6.2%
1296 CGSD CAPITAL GRP FIXED INCM ETF T 275,972.0 $7.1M 0.01% +52K +23.4% $25.73 -0.0%
1297 GXO GXO LOGISTICS INCORPORATED Industrials 140,032.0 $7.1M 0.01% +7K +5.0% $50.70 -9.8%
1298 PENG PENGUIN SOLUTIONS INC Technology 93,401.0 $7.1M 0.01% -81K -46.3% $76.01 -30.8%
1299 CALX CALIX INC Technology 189,891.0 $7.1M 0.01% -79K -29.5% $37.32 +7.5%
1300 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 211,833.0 $7.1M 0.01% +120K +130.0% $33.39 -22.6%
Page 65 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%