Sei Investments Co.
Annual return
—
SPY
—
Alpha
—
Invested
$108.4B
Holdings
3,225
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 100.0% (42.25M → 5.7k shares)
3.5%
02
$AAPL
APPLE INC
Q1 2026: Sold 99.8% (20.85M → 43.9k shares)
2.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 100.0% (15.81M → 4.9k shares)
2.4%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 100.0% (22.60M → 8.0k shares)
2.0%
05
$GOOG
ALPHABET INC
Q1 2026: Sold 100.0% (7.95M → 2.6k shares)
1.6%
06
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 99.8% (51.02M → 127.8k shares)
1.5%
07
$AVGO
BROADCOM INC
Q1 2026: Sold 100.0% (9.62M → 1.2k shares)
1.4%
08
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 44.21M shares)
1.3%
09
$BND
VANGUARD BD INDEX FDS
Q1 2026: Sold 100.0% (17.86M → 3.4k shares)
1.3%
10
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 45.78M shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 06:31 UTC.