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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 19 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SWK STANLEY BLACK & DECKER INC Industrials 44,411.0 $4.2M 0.02% NEW $94.12 +4.7%
362 KBWB INVESCO EXCH TRADED FD TR II 44,865.0 $4.2M 0.02% NEW $92.98 +3.4%
363 MSI MOTOROLA SOLUTIONS INC Technology 10,043.0 $4.2M 0.02% NEW $415.31 +15.9%
364 LOW LOWES COS INC Consumer Cyclical 18,849.0 $4.2M 0.02% NEW $220.49 -1.6%
365 BSX BOSTON SCIENTIFIC CORP Healthcare 96,782.0 $4.1M 0.02% NEW $42.61 +15.0%
366 IXC ISHARES TR 83,169.0 $4.1M 0.02% NEW $49.11 +17.9%
367 JIVE J P MORGAN EXCHANGE TRADED F 44,113.0 $4.1M 0.02% NEW $91.95 +6.2%
368 ZTS ZOETIS INC Healthcare 56,135.0 $4.0M 0.02% NEW $71.86 +7.4%
369 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,064.0 $4.0M 0.02% NEW $496.70 +10.2%
370 BLACKROCK ETF TRUST II 80,137.0 $4.0M 0.02% NEW $49.80
371 SPYV SPDR SERIES TRUST 65,628.0 $4.0M 0.02% NEW $60.79 +4.8%
372 VTRS VIATRIS INC Healthcare 249,892.0 $4.0M 0.02% NEW $15.88 +4.2%
373 RGA REINSURANCE GROUP AMER INC Financial Services 18,517.0 $3.9M 0.02% NEW $212.65 +15.5%
374 JSTC TIDAL TRUST I 168,817.0 $3.9M 0.02% NEW $22.88 +0.3%
375 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 31,319.0 $3.9M 0.02% NEW $123.11 +32.4%
376 HONEYWELL INTL INC 16,984.0 $3.8M 0.02% NEW $223.90
377 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,940.0 $3.8M 0.02% NEW $965.00 -17.7%
378 VGSR MANAGER DIRECTED PORTFOLIOS 333,764.0 $3.8M 0.02% NEW $11.38 +1.7%
379 FDVV FIDELITY COVINGTON TRUST 62,913.0 $3.8M 0.02% NEW $60.29 +4.8%
380 OKE ONEOK INC NEW Energy 43,472.0 $3.8M 0.02% NEW $86.94 +7.0%
Page 19 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%