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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 52 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ROL ROLLINS INC Consumer Cyclical 11,125.0 $464K 0.00% NEW $41.74 -10.7%
1022 MOOG INC 1,091.0 $462K 0.00% NEW $423.88
1023 CTS CTS CORP Technology 7,093.0 $462K 0.00% NEW $65.19 -13.9%
1024 FBP FIRST BANCORP CORPORATION Financial Services 17,671.0 $461K 0.00% NEW $26.07 +8.3%
1025 EW EDWARDS LIFESCIENCES CORP Healthcare 5,092.0 $461K 0.00% NEW $90.46 +0.0%
1026 RDDT REDDIT INC Communication Services 2,648.0 $460K 0.00% NEW $173.58 -12.0%
1027 GSG ISHARES S&P GSCI COMMODITY- Financial Services 15,965.0 $457K 0.00% NEW $28.60 +16.9%
1028 XLB SELECT SECTOR SPDR TR 8,919.0 $453K 0.00% NEW $50.83 +5.4%
1029 KTB KONTOOR BRANDS INC Consumer Cyclical 5,434.0 $453K 0.00% NEW $83.34 -0.1%
1030 RIO RIO TINTO PLC Basic Materials 4,745.0 $450K 0.00% NEW $94.93 +10.4%
1031 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,076.0 $450K 0.00% NEW $216.60 -7.0%
1032 STRL STERLING INFRASTRUCTURE INC Industrials 535.0 $449K 0.00% NEW $839.36 -40.8%
1033 MBC MASTERBRAND INC Consumer Cyclical 43,598.0 $449K 0.00% NEW $10.29 -9.4%
1034 HLI HOULIHAN LOKEY INC Financial Services 3,339.0 $448K 0.00% NEW $134.13 -3.9%
1035 DFAC DIMENSIONAL ETF TRUST 10,062.0 $446K 0.00% NEW $44.36 +2.5%
1036 FRANKLIN TEMPLETON ETF TR 3,582.0 $445K 0.00% NEW $124.19
1037 CRUS CIRRUS LOGIC INC Technology 2,992.0 $444K 0.00% NEW $148.53 -24.8%
1038 DEO DIAGEO PLC Consumer Defensive 5,513.0 $443K 0.00% NEW $80.38 +19.5%
1039 IDV ISHARES TR 10,665.0 $442K 0.00% NEW $41.43 +8.7%
1040 SAIA SAIA INC Industrials 1,043.0 $439K 0.00% NEW $421.16 -17.0%
Page 52 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%