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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 38 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CARNIVAL CORP LTD 32,906.0 $940K 0.01% NEW $28.57
742 LUMN LUMEN TECHNOLOGIES INC Communication Services 122,070.0 $937K 0.00% NEW $7.68 -23.3%
743 VOT VANGUARD INDEX FDS 3,060.0 $937K 0.00% NEW $306.26 -0.9%
744 FLEX FLEX LTD Technology 5,743.0 $931K 0.00% NEW $162.07 -32.6%
745 PIMCO ETF TR 18,837.0 $930K 0.00% NEW $49.38
746 CORT CORCEPT THERAPEUTICS INC Healthcare 10,617.0 $923K 0.00% NEW $86.95 +42.1%
747 SE SEA LTD Consumer Cyclical 9,579.0 $918K 0.00% NEW $95.83 +28.5%
748 COWZ PACER FDS TR 14,736.0 $917K 0.00% NEW $62.20 +15.9%
749 ALAB ASTERA LABS INC Technology 1,895.0 $915K 0.00% NEW $483.02 -41.5%
750 USHY ISHARES TR 24,719.0 $915K 0.00% NEW $37.02 -0.2%
751 ED CONSOLIDATED EDISON INC Utilities 8,251.0 $913K 0.00% NEW $110.63 -3.2%
752 OGE OGE ENERGY CORP Utilities 18,662.0 $908K 0.00% NEW $48.66 -5.6%
753 DIVI FRANKLIN TEMPLETON ETF TR 20,950.0 $895K 0.00% NEW $42.72 +4.7%
754 TWLO TWILIO INC Communication Services 4,334.0 $894K 0.00% NEW $206.33 +8.5%
755 CTRE CARETRUST REIT INC Real Estate 22,148.0 $894K 0.00% NEW $40.35 -1.1%
756 HALO HALOZYME THERAPEUTICS INC Healthcare 11,409.0 $893K 0.00% NEW $78.27 +39.7%
757 VICI VICI PPTYS INC Real Estate 33,596.0 $892K 0.00% NEW $26.55 -1.0%
758 JOHN HANCOCK EXCHANGE TRADED 35,195.0 $889K 0.00% NEW $25.26
759 NXT NEXTPOWER INC Technology 7,452.0 $888K 0.00% NEW $119.14 -28.8%
760 FTEC FIDELITY COVINGTON TRUST 3,101.0 $886K 0.00% NEW $285.58 -1.8%
Page 38 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%