SEI INVESTMENTS CO

CIK

350894

City

OAKS

State / Country

PA

Stock

CVLG — Covenant Logistics Group, Inc.

Top Portfolio Positions

2,889 positions · $83,771,024,254 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	21,684,924	$3,781,850,745	4.51%
AAPL	Apple Inc. Technology	11,250,613	$2,855,293,072	3.41%
MSFT	Microsoft Corp Technology	7,000,712	$2,591,453,560	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	10,492,826	$2,185,340,870	2.61%
AVGO	Broadcom Inc. Technology	5,075,086	$1,570,789,866	1.88%
GOOGL	Alphabet Inc. Communication Services	4,169,123	$1,198,873,009	1.43%
META	Meta Platforms, Inc. Communication Services	1,971,374	$1,127,882,205	1.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	2,591,510	$875,800,803	1.05%
LLY	ELI LILLY & Co Healthcare	767,347	$705,782,748	0.84%
MA	Mastercard Inc Financial Services	1,243,557	$621,355,689	0.74%

Portfolio Trend

25 quarters · across all stocks

Holdings in CVLG

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,405,446	51,766	+95.8%	Shares	Sole	2026-05-13
2025-12-31	$582,626	26,435	+572.3%	Shares	Sole	2026-02-13
2024-09-30	$103,883	3,932	-87.9%	Shares	Sole	2024-11-12
2024-06-30	$798,940	32,418	-42.8%	Shares	Sole	2024-08-13
2024-03-31	$1,313,030	56,645	-4.6%	Shares	Sole	2024-05-07
2023-12-31	$1,367,271	59,395	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,302,234	59,395	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,301,640	59,395	+12.7%	Shares	Sole	2023-08-11
2023-03-31	$933,104	52,688	+25.2%	Shares	Sole	2023-05-12
2022-12-31	$727,473	42,087	+35.2%	Shares	Sole	2023-02-10
2022-09-30	$446,700	31,129	-7.4%	Shares	Sole	2022-11-14
2020-06-30	$242,424	33,600	+48.0%	Shares	Sole	2020-08-17
2020-03-31	$98,404	22,700	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.