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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 44 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SOXX ISHARES TR 1,064.0 $682K 0.00% NEW $640.95 -19.7%
862 EXPAND ENERGY CORPORATION 7,458.0 $680K 0.00% NEW $91.20
863 TRN TRINITY INDS INC Industrials 19,641.0 $679K 0.00% NEW $34.58 -14.4%
864 ROK ROCKWELL AUTOMATION INC Industrials 1,369.0 $678K 0.00% NEW $495.08 -12.5%
865 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,886.0 $677K 0.00% NEW $359.00 -2.4%
866 WPC WP CAREY INC Real Estate 9,468.0 $677K 0.00% NEW $71.50 +0.2%
867 FAST FASTENAL CO Industrials 14,092.0 $677K 0.00% NEW $48.03 +5.5%
868 FGD FIRST TR EXCHANGE-TRADED FD 21,148.0 $677K 0.00% NEW $31.99 +11.5%
869 MTN VAIL RESORTS INC Consumer Cyclical 4,958.0 $675K 0.00% NEW $136.16 +8.7%
870 DFGX DIMENSIONAL ETF TRUST 12,590.0 $675K 0.00% NEW $53.59 -2.6%
871 SAN BANCO SANTANDER SA Financial Services 48,751.0 $673K 0.00% NEW $13.80 +5.8%
872 HSBC HSBC HLDGS PLC Financial Services 7,069.0 $672K 0.00% NEW $95.09 +9.3%
873 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,539.0 $668K 0.00% NEW $263.26 +37.7%
874 WRB BERKLEY W R CORP Financial Services 9,467.0 $668K 0.00% NEW $70.53 -2.4%
875 SAIC SCIENCE APPLICATIONS INTL CO Technology 6,014.0 $664K 0.00% NEW $110.42 +15.3%
876 CURB CURBLINE PPTYS CORP Real Estate 21,817.0 $663K 0.00% NEW $30.40 -0.9%
877 CHRD CHORD ENERGY CORPORATION Energy 5,727.0 $655K 0.00% NEW $114.29 +24.6%
878 AYI ACUITY INC Industrials 1,732.0 $652K 0.00% NEW $376.70 -9.8%
879 DTE DTE ENERGY CO Utilities 4,272.0 $651K 0.00% NEW $152.38 -10.6%
880 SCHP SCHWAB STRATEGIC TR 24,557.0 $651K 0.00% NEW $26.50 -1.6%
Page 44 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%