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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 59 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 LIFE360 INC 5,722.0 $317K 0.00% NEW $55.36
1162 IRM IRON MTN INC DEL Real Estate 2,505.0 $316K 0.00% NEW $126.33 -4.1%
1163 HLN HALEON PLC Healthcare 33,899.0 $316K 0.00% NEW $9.33 +9.1%
1164 CSW INDUSTRIALS INC 1,136.0 $316K 0.00% NEW $278.23
1165 HAL HALLIBURTON CO Energy 9,289.0 $315K 0.00% NEW $33.95 +2.0%
1166 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 7,499.0 $315K 0.00% NEW $41.95 +13.0%
1167 TFLO ISHARES TR 6,203.0 $314K 0.00% NEW $50.63 -0.0%
1168 USSG DBX ETF TR 4,515.0 $314K 0.00% NEW $69.46 +3.4%
1169 INDA ISHARES TR 6,338.0 $313K 0.00% NEW $49.39 -0.1%
1170 VBK VANGUARD INDEX FDS 853.0 $312K 0.00% NEW $365.86 -3.0%
1171 J P MORGAN EXCHANGE TRADED F 6,164.0 $312K 0.00% NEW $50.57
1172 LYG LLOYDS BANKING GROUP PLC Financial Services 53,421.0 $311K 0.00% NEW $5.83 +3.7%
1173 LSTR LANDSTAR SYS INC Industrials 1,504.0 $311K 0.00% NEW $206.83 -13.0%
1174 NOVT NOVANTA INC Technology 1,914.0 $311K 0.00% NEW $162.24 -14.0%
1175 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,734.0 $310K 0.00% NEW $178.95 +21.9%
1176 MOD MODINE MFG CO Consumer Cyclical 1,160.0 $310K 0.00% NEW $267.02 -29.4%
1177 ALPHABET INC 6,079.0 $309K 0.00% NEW $50.89
1178 IGM ISHARES TR 1,887.0 $309K 0.00% NEW $163.58 -4.3%
1179 BCPC BALCHEM CORP Basic Materials 1,820.0 $307K 0.00% NEW $168.91 +5.1%
1180 AFRM AFFIRM HLDGS INC Technology 3,760.0 $307K 0.00% NEW $81.55 -5.7%
Page 59 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%