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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 53 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 APG API GROUP CORP Industrials 10,327.0 $437K 0.00% NEW $42.35 -3.8%
1042 ENS ENERSYS Industrials 1,864.0 $436K 0.00% NEW $233.80 -19.8%
1043 JCPB J P MORGAN EXCHANGE TRADED F 9,284.0 $436K 0.00% NEW $46.94 -1.5%
1044 HUBG HUB GROUP INC Industrials 9,903.0 $434K 0.00% NEW $43.79 -8.2%
1045 LWLG LIGHTWAVE LOGIC INC Basic Materials 45,706.0 $432K 0.00% NEW $9.46 -38.6%
1046 EQR EQUITY RESIDENTIAL Real Estate 6,325.0 $430K 0.00% NEW $67.93 -6.3%
1047 REMG RUSSELL INVTS EXCHANGE TRADE 11,507.0 $429K 0.00% NEW $37.25 -2.7%
1048 SCCO SOUTHERN COPPER CORP Basic Materials 2,441.0 $425K 0.00% NEW $174.26 +22.9%
1049 WAT WATERS CORP Healthcare 1,131.0 $424K 0.00% NEW $375.04 +9.5%
1050 FSEC FIDELITY MERRIMACK STR TR 9,622.0 $422K 0.00% NEW $43.84 -0.9%
1051 UBS UBS GROUP AG Financial Services 8,511.0 $422K 0.00% NEW $49.56 +8.4%
1052 AXS AXIS CAP HLDGS LTD Financial Services 3,924.0 $422K 0.00% NEW $107.44 -7.5%
1053 STC STEWART INFORMATION SVCS COR Financial Services 6,351.0 $419K 0.00% NEW $66.02 +5.9%
1054 SYY SYSCO CORP Consumer Defensive 5,004.0 $418K 0.00% NEW $83.58 +0.3%
1055 GLOBUS MED INC 5,292.0 $418K 0.00% NEW $79.01
1056 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,072.0 $418K 0.00% NEW $82.41 -3.8%
1057 FUL FULLER H B CO Basic Materials 7,154.0 $417K 0.00% NEW $58.29 -0.5%
1058 VTOL BRISTOW GROUP INC Energy 10,090.0 $417K 0.00% NEW $41.32 +11.2%
1059 ADVISORS INNER CIRCLE FD II 11,578.0 $416K 0.00% NEW $35.91
1060 PJT PJT PARTNERS INC Financial Services 2,730.0 $412K 0.00% NEW $150.94 +16.9%
Page 53 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%