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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 48 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VBR VANGUARD INDEX FDS 2,344.0 $570K 0.00% NEW $243.03 +2.2%
942 CBOE CBOE GLOBAL MKTS INC Financial Services 2,343.0 $569K 0.00% NEW $242.67 +27.0%
943 CUBI CUSTOMERS BANCORP INC Financial Services 7,104.0 $562K 0.00% NEW $79.10 -0.1%
944 KRE SPDR SERIES TRUST 7,475.0 $560K 0.00% NEW $74.85 -0.1%
945 DNOW DNOW INC Energy 43,103.0 $559K 0.00% NEW $12.97 +19.3%
946 MELI MERCADOLIBRE INC Consumer Cyclical 327.0 $555K 0.00% NEW $1697.39 +14.8%
947 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 22,075.0 $553K 0.00% NEW $25.06 +16.6%
948 WTFC WINTRUST FINL CORP Financial Services 3,426.0 $551K 0.00% NEW $160.71 -5.4%
949 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,016.0 $548K 0.00% NEW $271.95 -18.1%
950 MTBA SIMPLIFY EXCHANGE TRADED FUN 11,138.0 $547K 0.00% NEW $49.07 -0.7%
951 FDT FIRST TR EXCH TRD ALPHDX FD 5,753.0 $545K 0.00% NEW $94.68 +0.2%
952 SSNC SS&C TECH HLDGS Technology 8,773.0 $544K 0.00% NEW $62.05 +34.6%
953 LEN LENNAR CORP Consumer Cyclical 6,011.0 $544K 0.00% NEW $90.49 -2.6%
954 MGC VANGUARD WORLD FD 1,984.0 $543K 0.00% NEW $273.63 +2.1%
955 FIRST TR EXCHANGE-TRADED FD 23,424.0 $541K 0.00% NEW $23.09
956 DXCM DEXCOM INC Healthcare 8,024.0 $540K 0.00% NEW $67.35 +35.2%
957 VMC VULCAN MATLS CO Basic Materials 1,831.0 $540K 0.00% NEW $295.01 -6.5%
958 LGOV FIRST TR EXCHANGE-TRADED FD 25,164.0 $539K 0.00% NEW $21.40 -2.3%
959 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 27,007.0 $537K 0.00% NEW $19.89 +10.4%
960 AFL AFLAC INC Financial Services 4,567.0 $535K 0.00% NEW $117.25 +0.8%
Page 48 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%