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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 64 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DOCN DIGITALOCEAN HLDGS INC Technology 164,658.0 $25.9M 0.01% NEW $157.03 -28.8%
1262 IRM IRON MTN INC DEL Real Estate 204,397.0 $25.8M 0.01% NEW $126.31 -5.8%
1263 CINF CINCINNATI FINL CORP Financial Services 139,438.0 $25.8M 0.01% NEW $185.14 -7.6%
1264 IBIT ISHARES BITCOIN TRUST ETF Financial Services 775,462.0 $25.8M 0.01% NEW $33.29 +34.8%
1265 ONTO ONTO INNOVATION INC Technology 68,211.0 $25.8M 0.01% NEW $378.45 -26.1%
1266 PIPR PIPER SANDLER COMPANIES Financial Services 356,790.0 $25.8M 0.01% NEW $72.34 +3.8%
1267 TLN TALEN ENERGY CORP Utilities 67,108.0 $25.8M 0.01% NEW $384.26 -19.8%
1268 PYPL PAYPAL HLDGS INC Financial Services 596,281.0 $25.7M 0.01% NEW $43.18 +43.5%
1269 USFD US FOODS HLDG CORP Consumer Defensive 251,421.0 $25.7M 0.01% NEW $102.25 +6.7%
1270 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 487,459.0 $25.7M 0.01% NEW $52.65 +24.3%
1271 NOBL PROSHARES TR 456,871.0 $25.7M 0.01% NEW $56.16 +5.0%
1272 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 1,598,174.0 $25.6M 0.01% NEW $16.03 +13.6%
1273 FISV FISERV INC Technology 520,022.0 $25.5M 0.01% NEW $49.05 +8.0%
1274 FNOV FIRST TR EXCHNG TRADED FD VI 434,282.0 $25.4M 0.01% NEW $58.49 +2.0%
1275 MAA MID-AMER APT CMNTYS INC Real Estate 182,219.0 $25.3M 0.01% NEW $138.94 -4.9%
1276 DINO HF SINCLAIR CORP Energy 363,490.0 $25.3M 0.01% NEW $69.65 +36.3%
1277 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 328,709.0 $25.3M 0.01% NEW $76.88 -0.6%
1278 ROIV ROIVANT SCIENCES LTD Healthcare 713,946.0 $25.3M 0.01% NEW $35.39 +2.5%
1279 JHMD JOHN HANCOCK EXCHANGE TRADED 563,783.0 $25.0M 0.01% NEW $44.41 +4.4%
1280 RDVI FIRST TR EXCHANGE-TRADED FD 851,604.0 $25.0M 0.01% NEW $29.40 -0.5%
Page 64 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%