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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 40 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BHE BENCHMARK ELECTRS INC Technology 8,513.0 $840K 0.00% NEW $98.67 -27.2%
782 GEF GREIF INC Consumer Cyclical 11,254.0 $838K 0.00% NEW $74.49 +13.6%
783 ALLE ALLEGION PLC Industrials 5,928.0 $833K 0.00% NEW $140.48 +14.2%
784 HRB BLOCK H & R INC Consumer Cyclical 21,854.0 $832K 0.00% NEW $38.08 +39.7%
785 VIOV VANGUARD ADMIRAL FDS INC 7,064.0 $829K 0.00% NEW $117.33 +0.8%
786 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,437.0 $829K 0.00% NEW $576.70 -7.8%
787 TDY TELEDYNE TECHNOLOGIES INC Technology 1,240.0 $827K 0.00% NEW $666.90 -6.0%
788 VGLT VANGUARD SCOTTSDALE FDS 14,872.0 $821K 0.00% NEW $55.18 -2.9%
789 EA SERIES TRUST 27,333.0 $813K 0.00% NEW $29.73
790 CCI CROWN CASTLE INC Real Estate 10,703.0 $811K 0.00% NEW $75.73 +0.7%
791 SFM SPROUTS FMRS MKT INC Consumer Defensive 9,567.0 $809K 0.00% NEW $84.58 +1.6%
792 MCHI ISHARES TR 15,795.0 $806K 0.00% NEW $51.02 +8.0%
793 SKYW SKYWEST INC Industrials 8,089.0 $803K 0.00% NEW $99.33 +4.2%
794 SDVY FIRST TR EXCHANGE TRADED FD 18,597.0 $802K 0.00% NEW $43.14 +1.6%
795 TPR TAPESTRY INC Consumer Cyclical 5,466.0 $800K 0.00% NEW $146.39 -11.1%
796 ESAB ESAB CORPORATION Industrials 8,110.0 $800K 0.00% NEW $98.63 -18.4%
797 PKG PACKAGING CORP AMER Consumer Cyclical 3,354.0 $799K 0.00% NEW $238.26 +3.5%
798 XYLD GLOBAL X FDS 19,493.0 $795K 0.00% NEW $40.79 +1.4%
799 WWJD NORTHERN LTS FD TR IV 20,851.0 $795K 0.00% NEW $38.13 +8.2%
800 FLCB FRANKLIN TEMPLETON ETF TR 37,030.0 $792K 0.00% NEW $21.40 -1.0%
Page 40 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%