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Portfolio (Quarterly) Guide ↗

Envestnet Portfolio Solutions, Inc.

· CIK 0001998033
13F Portfolio $20.9B AUM 1,369 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1369 New
Page 15 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGGR CAPITAL GROUP GROWTH ETF 138,348.0 $6.5M 0.03% NEW $47.20 -1.2%
282 DIS DISNEY WALT CO Communication Services 67,712.0 $6.5M 0.03% NEW $96.25 +14.9%
283 MCD MCDONALDS CORP Consumer Cyclical 23,867.0 $6.5M 0.03% NEW $270.31 +0.8%
284 XLI SELECT SECTOR SPDR TR 34,594.0 $6.4M 0.03% NEW $185.23 -3.4%
285 CAG CONAGRA BRANDS INC Consumer Defensive 474,794.0 $6.4M 0.03% NEW $13.46 +23.8%
286 COIN COINBASE GLOBAL INC Financial Services 43,128.0 $6.3M 0.03% NEW $146.19 +22.8%
287 DHR DANAHER CORP DEL Healthcare 33,017.0 $6.3M 0.03% NEW $190.29 +13.0%
288 EMR EMERSON ELEC CO Industrials 43,819.0 $6.3M 0.03% NEW $142.92 +10.3%
289 BMY BRISTOL-MYERS SQUIBB CO Healthcare 108,514.0 $6.3M 0.03% NEW $57.62 +16.8%
290 FORTINET INC 40,608.0 $6.2M 0.03% NEW $153.62
291 LMBS FIRST TR EXCHANGE-TRADED FD 125,279.0 $6.2M 0.03% NEW $49.78 -0.5%
292 SECT NORTHERN LTS FD TR IV 86,525.0 $6.2M 0.03% NEW $72.06 -1.1%
293 EUHY ISHARES INC 114,757.0 $6.2M 0.03% NEW $53.86 -0.7%
294 USB US BANCORP Financial Services 102,173.0 $6.2M 0.03% NEW $60.40 +3.3%
295 BKLN INVESCO EXCH TRADED FD TR II 299,236.0 $6.1M 0.03% NEW $20.37 +0.6%
296 MCHP MICROCHIP TECHNOLOGY INC. Technology 66,775.0 $6.1M 0.03% NEW $91.20 -18.6%
297 ITA ISHARES TR 24,786.0 $6.0M 0.03% NEW $242.42 -3.7%
298 BLK BLACKROCK INC Financial Services 6,204.0 $6.0M 0.03% NEW $961.60 +21.9%
299 HYDB ISHARES TR 126,690.0 $5.9M 0.03% NEW $46.77 -0.4%
300 TIP ISHARES TR 53,913.0 $5.9M 0.03% NEW $109.43 -2.0%
Page 15 of 69  ·  1,369 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 30.7%
Financial Services 23.0%
Industrials 9.6%
Healthcare 8.9%
Consumer Cyclical 8.0%
Communication Services 5.7%
Consumer Defensive 5.0%
Utilities 3.6%
Energy 2.6%
Real Estate 1.7%