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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 58 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 OAEM UNIFIED SER TR 6,591.0 $329K 0.00% NEW $49.89 -3.2%
1142 CIEN CIENA CORP Technology 670.0 $329K 0.00% NEW $490.56 -24.2%
1143 FULT FULTON FINL CORP PA Financial Services 13,578.0 $328K 0.00% NEW $24.19 -2.5%
1144 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,039.0 $328K 0.00% NEW $316.09 -11.5%
1145 FMAY FIRST TR EXCHNG TRADED FD VI 5,835.0 $328K 0.00% NEW $56.20 +1.7%
1146 TDG TRANSDIGM GROUP INC Industrials 246.0 $328K 0.00% NEW $1332.04 -10.0%
1147 PLUS EPLUS INC Technology 3,930.0 $327K 0.00% NEW $83.22 +3.7%
1148 PVAL PUTNAM ETF TRUST 6,415.0 $327K 0.00% NEW $50.95 +6.8%
1149 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 13,845.0 $326K 0.00% NEW $23.58 +6.0%
1150 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,725.0 $325K 0.00% NEW $87.22 +12.9%
1151 WAFD WAFD INC Financial Services 8,431.0 $324K 0.00% NEW $38.37 -5.4%
1152 TLTW ISHARES TR 14,473.0 $323K 0.00% NEW $22.34 -4.7%
1153 AZO AUTOZONE INC Consumer Cyclical 101.0 $323K 0.00% NEW $3195.94 -5.9%
1154 AIG AMERICAN INTL GROUP INC Financial Services 4,324.0 $322K 0.00% NEW $74.54 +3.8%
1155 RECS COLUMBIA ETF TR I 7,440.0 $322K 0.00% NEW $43.28 +4.1%
1156 ABM ABM INDS INC Industrials 7,276.0 $322K 0.00% NEW $44.24 +6.0%
1157 SJNK SPDR SERIES TRUST 12,817.0 $321K 0.00% NEW $25.03 -0.6%
1158 NBTB NBT BANCORP INC Financial Services 6,474.0 $320K 0.00% NEW $49.37 +5.3%
1159 PCOR PROCORE TECHNOLOGIES INC Technology 7,807.0 $317K 0.00% NEW $40.62 +52.9%
1160 SMMU PIMCO ETF TR 6,279.0 $317K 0.00% NEW $50.50 -0.4%
Page 58 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%