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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 5 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP Technology 5,108,142.0 $900.7M 0.21% NEW $176.32 -3.1%
82 BDVL BLACKROCK ETF TRUST 34,369,707.0 $892.9M 0.21% NEW $25.98 +3.5%
83 AVLV AMERICAN CENTY ETF TR 9,778,034.0 $891.8M 0.21% NEW $91.21 +3.7%
84 ASML ASML HLDG NV Technology 440,721.0 $876.8M 0.21% NEW $1989.43 -5.3%
85 MU MICRON TECHNOLOGY INC Technology 756,236.0 $872.9M 0.21% NEW $1154.28 -12.3%
86 IWP ISHARES TR 5,866,456.0 $858.9M 0.20% NEW $146.41 +0.9%
87 DGRO ISHARES TR 11,099,887.0 $841.3M 0.20% NEW $75.79 +4.7%
88 CVX CHEVRON CORPORATION Energy 5,065,768.0 $839.7M 0.20% NEW $165.76 +22.3%
89 IUSV ISHARES TR 7,575,951.0 $834.5M 0.20% NEW $110.15 +4.1%
90 UNH UNITEDHEALTH GROUP INC Healthcare 1,951,573.0 $811.1M 0.19% NEW $415.63 -4.8%
91 CGGR CAPITAL GROUP GROWTH ETF 16,561,408.0 $781.7M 0.18% NEW $47.20 -0.3%
92 KLAC KLA CORP Technology 2,584,919.0 $779.9M 0.18% NEW $301.71 -31.8%
93 VCIT VANGUARD SCOTTSDALE FDS 9,434,239.0 $779.7M 0.18% NEW $82.65 -2.0%
94 EFA ISHARES TR 7,285,707.0 $756.8M 0.18% NEW $103.88 +4.4%
95 BINC BLACKROCK ETF TRUST II 14,033,583.0 $734.5M 0.17% NEW $52.34 -0.7%
96 PH PARKER-HANNIFIN CORP Industrials 732,845.0 $716.8M 0.17% NEW $978.12 +7.7%
97 AMAT APPLIED MATLS INC Technology 987,556.0 $714.0M 0.17% NEW $722.99 -26.0%
98 ISHARES TR 14,377,913.0 $712.4M 0.17% NEW $49.55
99 TJX TJX COS INC NEW Consumer Cyclical 4,676,531.0 $708.5M 0.17% NEW $151.50 -0.4%
100 UNP UNION PAC CORP Industrials 2,583,702.0 $702.8M 0.17% NEW $272.00 +10.3%
Page 5 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 28.3%
Financial Services 18.0%
Industrials 11.9%
Healthcare 10.3%
Consumer Cyclical 8.7%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 3.2%
Real Estate 2.3%