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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 97 of 164  ·  3,272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 RDVT RED VIOLET INC Technology 34,037.0 $2.2M 0.00% -30K -46.6% $63.72 +10.1%
1922 CFFN CAPITOL FED FINL INC Financial Services 253,540.0 $2.2M 0.00% -194K -43.3% $8.51 +0.2%
1923 CENT CENTRAL GARDEN & PET CO 48,660.0 $2.2M 0.00% -3K -4.9% $44.34
1924 DFIS DIMENSIONAL ETF TRUST 61,455.0 $2.2M 0.00% +8K +15.0% $35.03 +6.9%
1925 ALGT ALLEGIANT TRAVEL CO Industrials 18,182.0 $2.1M 0.00% +5K +41.5% $117.60 -30.6%
1926 AES AES CORP Utilities 145,834.0 $2.1M 0.00% -317K -68.5% $14.66 +0.6%
1927 TYRA TYRA BIOSCIENCES INC Healthcare 66,607.0 $2.1M 0.00% NEW $31.94 -18.3%
1928 MSB MESABI TR Financial Services 83,883.0 $2.1M 0.00% -84K -50.0% $25.30 -8.1%
1929 WD WALKER & DUNLOP INC Financial Services 38,749.0 $2.1M 0.00% -2K -5.7% $54.70 -27.8%
1930 CNOB CONNECTONE BANCORP INC Financial Services 63,192.0 $2.1M 0.00% -94K -59.7% $33.44 -3.7%
1931 KOS KOSMOS ENERGY LTD Energy 1,000,238.0 $2.1M 0.00% -516K -34.0% $2.11 +35.5%
1932 FRSH FRESHWORKS INC Technology 208,308.0 $2.1M 0.00% +122K +142.7% $10.12 +30.4%
1933 SCHL SCHOLASTIC CORP Communication Services 45,616.0 $2.1M 0.00% NEW $46.00 -12.4%
1934 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 39,811.0 $2.1M 0.00% -102K -72.0% $52.65 +23.8%
1935 MRTN MARTEN TRANS LTD Industrials 120,557.0 $2.1M 0.00% -100K -45.3% $17.35 -15.4%
1936 FCF FIRST COMWLTH FINL CORP PA Financial Services 102,399.0 $2.1M 0.00% +16K +19.1% $20.33 +3.1%
1937 AGO ASSURED GUARANTY LTD Financial Services 25,921.0 $2.1M 0.00% -15K -36.0% $80.15 -7.4%
1938 FTCS FIRST TR EXCHANGE-TRADED FD 22,115.0 $2.1M 0.00% +6K +34.4% $93.92 +8.9%
1939 SCHF SCHWAB STRATEGIC TR 74,904.0 $2.1M 0.00% -642.0 -0.8% $27.70 +2.2%
1940 MP MP MATERIALS CORP Basic Materials 36,850.0 $2.1M 0.00% -15K -29.3% $56.01 +2.5%
Page 97 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%