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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 57 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 WTS WATTS WATER TECHNOLOGIES INC Industrials 881.0 $345K 0.00% NEW $391.45 -4.8%
1122 JHHY JOHN HANCOCK EXCHANGE TRADED 13,434.0 $343K 0.00% NEW $25.56 +0.1%
1123 EFX EQUIFAX INC Industrials 2,146.0 $341K 0.00% NEW $158.72 +22.6%
1124 EA ELECTRONIC ARTS INC Communication Services 1,659.0 $340K 0.00% NEW $205.04 +2.3%
1125 CDW CDW CORP Technology 2,417.0 $340K 0.00% NEW $140.65 -5.8%
1126 ARGX ARGENX SE Healthcare 365.0 $339K 0.00% NEW $927.77 +9.0%
1127 LITE LUMENTUM HLDGS INC Technology 393.0 $337K 0.00% NEW $858.06 -3.3%
1128 ADVISORS INNER CIRCLE FD II 9,658.0 $337K 0.00% NEW $34.86
1129 ESGV VANGUARD WORLD FD 2,543.0 $336K 0.00% NEW $132.26 +2.3%
1130 FEGE RBB FUND TRUST 6,860.0 $336K 0.00% NEW $48.92 +9.3%
1131 FJUN FIRST TR EXCHNG TRADED FD VI 5,592.0 $335K 0.00% NEW $59.95 +1.7%
1132 METALLUS INC 17,884.0 $334K 0.00% NEW $18.69
1133 TTC TORO CO Industrials 3,431.0 $334K 0.00% NEW $97.42 +2.1%
1134 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 27,493.0 $333K 0.00% NEW $12.12 -3.9%
1135 AA ALCOA CORP Basic Materials 6,373.0 $332K 0.00% NEW $52.14 -5.3%
1136 MINO PIMCO ETF TR 7,258.0 $332K 0.00% NEW $45.76 -2.3%
1137 VRTS VIRTUS INVT PARTNERS INC Financial Services 2,309.0 $331K 0.00% NEW $143.50 +17.4%
1138 KR KROGER CO Consumer Defensive 5,945.0 $330K 0.00% NEW $55.53 +6.4%
1139 SNDR SCHNEIDER NATIONAL INC Industrials 9,035.0 $330K 0.00% NEW $36.53 -4.6%
1140 AKAM AKAMAI TECHNOLOGIES INC Technology 2,784.0 $329K 0.00% NEW $118.21 -10.6%
Page 57 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%