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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 29 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RYN RAYONIER INC Real Estate 71,878.0 $1.5M 0.01% NEW $21.28 -1.9%
562 TRP TC ENERGY CORP Energy 22,946.0 $1.5M 0.01% NEW $66.21 -5.2%
563 SHYG ISHARES TR 35,437.0 $1.5M 0.01% NEW $42.41 -0.2%
564 FAPR FIRST TR EXCHNG TRADED FD VI 32,098.0 $1.5M 0.01% NEW $46.74 +1.9%
565 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,711.0 $1.5M 0.01% NEW $317.55 -8.2%
566 FQAL FIDELITY COVINGTON TRUST 18,353.0 $1.5M 0.01% NEW $81.36 +4.1%
567 MRSH MARSH & MCLENNAN COS INC Financial Services 8,954.0 $1.5M 0.01% NEW $166.68 +16.3%
568 FFEB FIRST TR EXCHNG TRADED FD VI 24,439.0 $1.5M 0.01% NEW $60.98 +2.1%
569 DE DEERE & CO Industrials 2,328.0 $1.5M 0.01% NEW $634.33 +0.1%
570 DFCF DIMENSIONAL ETF TRUST 34,952.0 $1.5M 0.01% NEW $42.21 -1.3%
571 APPF APPFOLIO INC Technology 9,182.0 $1.5M 0.01% NEW $160.35 +39.1%
572 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 8,379.0 $1.5M 0.01% NEW $173.13 -4.9%
573 FERG FERGUSON ENTERPRISES INC Industrials 6,096.0 $1.4M 0.01% NEW $237.33 -0.7%
574 FXU FIRST TR EXCHANGE-TRADED FD 29,309.0 $1.4M 0.01% NEW $49.34 -2.4%
575 RJF RAYMOND JAMES FINL INC Financial Services 9,430.0 $1.4M 0.01% NEW $152.04 +16.1%
576 FTCS FIRST TR EXCHANGE-TRADED FD 15,173.0 $1.4M 0.01% NEW $93.92 +8.5%
577 AM ANTERO MIDSTREAM CORP Energy 62,619.0 $1.4M 0.01% NEW $22.75 -1.1%
578 KMB KIMBERLY-CLARK CORP Consumer Defensive 12,906.0 $1.4M 0.01% NEW $109.77 +0.8%
579 MLN VANECK ETF TRUST 79,300.0 $1.4M 0.01% NEW $17.78 -2.6%
580 CARR CARRIER GLOBAL CORPORATION Industrials 19,189.0 $1.4M 0.01% NEW $73.35 -19.9%
Page 29 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%