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Portfolio (Quarterly) Guide ↗

ENVESTNET ASSET MANAGEMENT INC

· CIK 0001407543
13F Portfolio $423.6B AUM 4,822 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4822 New
Page 36 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LYG LLOYDS BANKING GROUP PLC Financial Services 12,564,633.0 $73.3M 0.02% NEW $5.83 +3.3%
702 RTO RENTOKIL INITIAL PLC Industrials 2,560,180.0 $73.2M 0.02% NEW $28.61 -17.3%
703 NEBIUS GROUP N.V. 264,254.0 $73.0M 0.02% NEW $276.17
704 RY ROYAL BK CDA Financial Services 352,382.0 $72.9M 0.02% NEW $206.97 -0.8%
705 ILMN ILLUMINA INC Healthcare 414,094.0 $72.8M 0.02% NEW $175.83 +24.8%
706 FESM FIDELITY COVINGTON TRUST 1,501,451.0 $72.5M 0.02% NEW $48.29 -0.7%
707 STT STATE STR CORP Financial Services 426,809.0 $72.4M 0.02% NEW $169.60 +10.3%
708 NET CLOUDFLARE INC Technology 294,197.0 $72.2M 0.02% NEW $245.28 +19.5%
709 LAMR LAMAR ADVERTISING CO Real Estate 461,941.0 $72.1M 0.02% NEW $155.98 -3.3%
710 CGXU CAPITAL GROUP INTL FOCUS EQT 2,080,621.0 $72.0M 0.02% NEW $34.62 +1.5%
711 AWK AMERICAN WTR WKS CO INC NEW Utilities 546,469.0 $71.9M 0.02% NEW $131.58 +2.9%
712 RJF RAYMOND JAMES FINL INC Financial Services 472,067.0 $71.8M 0.02% NEW $152.03 +15.2%
713 VLO VALERO ENERGY CORP Energy 274,721.0 $71.5M 0.02% NEW $260.44 +34.0%
714 LNT ALLIANT ENERGY CORP Utilities 936,127.0 $71.4M 0.02% NEW $76.29 -11.0%
715 NVR NVR INC Consumer Cyclical 10,474.0 $71.4M 0.02% NEW $6813.43 -6.7%
716 NSC NORFOLK SOUTHN CORP Industrials 226,821.0 $71.4M 0.02% NEW $314.59 +11.5%
717 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 983,870.0 $71.3M 0.02% NEW $72.51 +11.5%
718 CIBR FIRST TR EXCHANGE-TRADED FD 789,156.0 $70.9M 0.02% NEW $89.85 +5.6%
719 POWL POWELL INDS INC Industrials 247,010.0 $70.7M 0.02% NEW $286.36 -31.0%
720 VOD VODAFONE GROUP PLC Communication Services 5,329,612.0 $70.5M 0.02% NEW $13.22 +20.7%
Page 36 of 242  ·  4,822 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 28.8%
Financial Services 18.2%
Industrials 12.1%
Healthcare 10.5%
Consumer Cyclical 8.8%
Communication Services 5.6%
Consumer Defensive 4.8%
Energy 3.4%
Utilities 3.2%
Real Estate 2.3%