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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 42 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SNDK SANDISK CORP Technology 331.0 $753K 0.00% NEW $2273.73 -34.9%
822 GNTX GENTEX CORP Consumer Cyclical 29,693.0 $750K 0.00% NEW $25.27 -6.4%
823 CPT CAMDEN PPTY TR Real Estate 6,549.0 $750K 0.00% NEW $114.49 -5.4%
824 G GENPACT LIMITED Technology 27,158.0 $747K 0.00% NEW $27.50 +35.5%
825 DGRW WISDOMTREE TR 7,800.0 $746K 0.00% NEW $95.62 +4.0%
826 LEXI LISTED FDS TR 18,313.0 $745K 0.00% NEW $40.66 +0.8%
827 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 14,420.0 $744K 0.00% NEW $51.60 +5.8%
828 JUSA J P MORGAN EXCHANGE TRADED F 11,073.0 $744K 0.00% NEW $67.18 +2.8%
829 EEM ISHARES TR 10,733.0 $734K 0.00% NEW $68.41 -1.7%
830 UCON FIRST TR EXCHNG TRADED FD VI 29,473.0 $733K 0.00% NEW $24.88 -0.8%
831 CELH CELSIUS HLDGS INC Consumer Defensive 25,018.0 $733K 0.00% NEW $29.28 +20.7%
832 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,971.0 $728K 0.00% NEW $81.16 -9.7%
833 CC CHEMOURS CO Basic Materials 35,378.0 $726K 0.00% NEW $20.52 -23.1%
834 PLXS PLEXUS CORP Technology 2,412.0 $725K 0.00% NEW $300.67 -19.9%
835 DVN DEVON ENERGY CORP NEW Energy 17,511.0 $724K 0.00% NEW $41.32 +13.5%
836 BLOK AMPLIFY ETF TR 11,533.0 $722K 0.00% NEW $62.63 +3.0%
837 ENTG ENTEGRIS INC Technology 4,010.0 $721K 0.00% NEW $179.85 -22.8%
838 PHYL PGIM ETF TR 20,426.0 $712K 0.00% NEW $34.88 +0.1%
839 VOX VANGUARD WORLD FD 3,867.0 $711K 0.00% NEW $183.95 +2.8%
840 ADSK AUTODESK INC Technology 3,650.0 $710K 0.00% NEW $194.39 +29.2%
Page 42 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%