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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 49 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 GRMN GARMIN LTD Technology 2,250.0 $535K 0.00% NEW $237.58 +22.6%
962 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 7,330.0 $531K 0.00% NEW $72.51 +12.5%
963 SCHJ SCHWAB STRATEGIC TR 21,494.0 $530K 0.00% NEW $24.66 -0.6%
964 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 15,319.0 $529K 0.00% NEW $34.53 +24.5%
965 WTRG ESSENTIAL UTILS INC Utilities 13,801.0 $529K 0.00% NEW $38.31 +7.9%
966 DOCU DOCUSIGN INC Technology 11,867.0 $527K 0.00% NEW $44.42 +40.8%
967 PATHWARD FINANCIAL INC 6,052.0 $527K 0.00% NEW $87.06
968 OEF ISHARES TR 1,438.0 $526K 0.00% NEW $365.95 +3.0%
969 BLOCK INC 6,901.0 $524K 0.00% NEW $75.99
970 BHP BHP BILLITON LIMITED Basic Materials 6,283.0 $523K 0.00% NEW $83.31 +16.6%
971 YUMC YUM CHINA HLDGS INC Consumer Cyclical 12,796.0 $523K 0.00% NEW $40.87 +19.7%
972 EQIX EQUINIX INC Real Estate 501.0 $522K 0.00% NEW $1042.73 +1.2%
973 NDSN NORDSON CORP Industrials 1,718.0 $518K 0.00% NEW $301.69 +10.7%
974 JKHY HENRY JACK & ASSOC INC Technology 3,759.0 $518K 0.00% NEW $137.74 +23.8%
975 FTSM FIRST TR EXCHANGE-TRADED FD 8,628.0 $515K 0.00% NEW $59.73 +0.3%
976 TECHNIPFMC PLC 7,772.0 $515K 0.00% NEW $66.30
977 MUNI PIMCO ETF TR 9,770.0 $514K 0.00% NEW $52.60 -1.6%
978 ING ING GROEP N.V. Financial Services 16,354.0 $513K 0.00% NEW $31.38 +11.6%
979 HST HOST HOTELS & RESORTS INC Real Estate 21,576.0 $512K 0.00% NEW $23.71 -2.2%
980 TMDX TRANSMEDICS GROUP INC Healthcare 7,691.0 $511K 0.00% NEW $66.42 +40.9%
Page 49 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%