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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 83 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 PETROLEO BRASILEIRO S A 256,909.0 $3.8M 0.00% -86K -25.1% $14.64
1642 CCJ CAMECO CORP Energy 36,824.0 $3.8M 0.00% -8K -17.9% $101.86 +4.8%
1643 WT WISDOMTREE INC Financial Services 221,122.0 $3.7M 0.00% +18K +8.7% $16.94 +42.3%
1644 EE EXCELERATE ENERGY INC Utilities 98,207.0 $3.7M 0.00% +17K +20.7% $37.99 +6.4%
1645 LENNAR CORP 41,950.0 $3.7M 0.00% +3K +6.5% $88.67
1646 OTEX OPEN TEXT CORP Technology 167,819.0 $3.7M 0.00% -88K -34.3% $22.15 +9.8%
1647 ASC ARDMORE SHIPPING CORP Industrials 265,131.0 $3.7M 0.00% -41K -13.3% $14.01 +29.2%
1648 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 273,591.0 $3.7M 0.00% -137K -33.3% $13.55 +2.8%
1649 CHWY CHEWY INC Consumer Cyclical 188,442.0 $3.7M 0.00% -203K -51.8% $19.65 +24.1%
1650 DCOM DIME COML BANCSHARES INC Financial Services 90,720.0 $3.7M 0.00% -101K -52.6% $40.65 -0.8%
1651 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 174,535.0 $3.7M 0.00% +20K +13.3% $21.11 -18.6%
1652 ALRM ALARM COM HLDGS INC Technology 78,810.0 $3.7M 0.00% +3K +3.7% $46.71 +21.9%
1653 BIL SPDR SERIES TRUST 40,162.0 $3.7M 0.00% +22K +121.6% $91.64 -0.0%
1654 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 196,658.0 $3.7M 0.00% -71K -26.5% $18.57 -28.6%
1655 PLAB PHOTRONICS INC Technology 111,879.0 $3.6M 0.00% -15K -12.1% $32.53 -9.4%
1656 AWI ARMSTRONG WORLD INDS INC NEW Industrials 22,654.0 $3.6M 0.00% -1K -5.6% $160.41 +11.8%
1657 OI O-I GLASS INC Consumer Cyclical 376,688.0 $3.6M 0.00% +115K +44.0% $9.63 -23.1%
1658 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 20,259.0 $3.6M 0.00% -5K -20.9% $178.99 +22.4%
1659 RLJ RLJ LODGING TR Real Estate 302,863.0 $3.6M 0.00% +52K +20.6% $11.85 -2.4%
1660 ANIP ANI PHARMACEUTICALS INC Healthcare 43,157.0 $3.6M 0.00% -14K -24.5% $82.81 -9.9%
Page 83 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%