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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 43 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SUB ISHARES TR 6,647.0 $708K 0.00% NEW $106.47 -0.1%
842 CE CELANESE CORP DEL Basic Materials 15,351.0 $706K 0.00% NEW $46.00 -3.3%
843 NUE NUCOR CORP Basic Materials 3,164.0 $705K 0.00% NEW $222.74 +10.3%
844 ISHARES TR 14,152.0 $701K 0.00% NEW $49.55
845 ITT ITT INC Industrials 3,545.0 $701K 0.00% NEW $197.76 +4.2%
846 FTA FIRST TR EXCHANGE-TRADED ALP 7,220.0 $699K 0.00% NEW $96.80 +7.2%
847 DIOD DIODES INC Technology 6,368.0 $697K 0.00% NEW $109.44 -16.5%
848 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 65,870.0 $696K 0.00% NEW $10.57 +8.7%
849 WINA WINMARK CORP Consumer Cyclical 1,645.0 $696K 0.00% NEW $423.08 -20.0%
850 XAR SPDR SERIES TRUST 2,449.0 $695K 0.00% NEW $283.80 -6.4%
851 MTH MERITAGE HOMES CORP Consumer Cyclical 8,279.0 $694K 0.00% NEW $83.85 -13.5%
852 LBRT LIBERTY ENERGY INC Energy 26,421.0 $692K 0.00% NEW $26.19 -28.6%
853 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21,996.0 $691K 0.00% NEW $31.43 +0.2%
854 PAVE GLOBAL X FDS 11,723.0 $691K 0.00% NEW $58.92 -5.2%
855 FLQM FRANKLIN TEMPLETON ETF TR 11,920.0 $690K 0.00% NEW $57.88 +6.5%
856 TDS TELEPHONE & DATA SYS INC Communication Services 18,586.0 $688K 0.00% NEW $37.01 -9.0%
857 OMC OMNICOM GROUP INC Communication Services 9,441.0 $688K 0.00% NEW $72.83 +21.1%
858 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,377.0 $687K 0.00% NEW $107.77 +2.9%
859 VTES VANGUARD WELLINGTON FD 6,783.0 $687K 0.00% NEW $101.31 -0.4%
860 NWN NORTHWEST NAT HLDG CO Utilities 13,958.0 $685K 0.00% NEW $49.06 +2.1%
Page 43 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%