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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 60 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 BIBL NORTHERN LTS FD TR IV 5,294.0 $306K 0.00% NEW $57.88 -3.8%
1182 OTTR OTTER TAIL CORP Utilities 3,398.0 $306K 0.00% NEW $89.98 +1.3%
1183 BWA BORGWARNER INC Consumer Cyclical 4,598.0 $305K 0.00% NEW $66.39 +1.5%
1184 FJP FIRST TR EXCH TRD ALPHDX FD 3,986.0 $304K 0.00% NEW $76.32 +0.5%
1185 FIRST TR EXCHNG TRADED FD VI 12,918.0 $303K 0.00% NEW $23.49
1186 TXT TEXTRON INC Industrials 3,289.0 $302K 0.00% NEW $91.73 -9.6%
1187 ROP ROPER TECHNOLOGIES INC Industrials 890.0 $301K 0.00% NEW $338.40 +22.0%
1188 JIG J P MORGAN EXCHANGE TRADED F 3,445.0 $300K 0.00% NEW $87.17 -2.9%
1189 PYPL PAYPAL HLDGS INC Financial Services 6,951.0 $300K 0.00% NEW $43.18 +42.7%
1190 HBAN HUNTINGTON BANCSHARES INC Financial Services 16,852.0 $299K 0.00% NEW $17.73 -4.1%
1191 JBT MAREL CORPORATION 2,055.0 $298K 0.00% NEW $145.00
1192 INSP INSPIRE MED SYS INC Healthcare 6,631.0 $296K 0.00% NEW $44.61 +39.2%
1193 AIRR FIRST TR EXCHANGE TRADED FD 2,212.0 $295K 0.00% NEW $133.25 -13.6%
1194 AVA AVISTA CORP Utilities 7,192.0 $294K 0.00% NEW $40.91 -6.4%
1195 KOLIBRI GLOBAL ENERGY INC 58,927.0 $293K 0.00% NEW $4.98
1196 ARMOUR RESIDENTIAL REIT INC 16,812.0 $293K 0.00% NEW $17.45
1197 ULS UL SOLUTIONS INC Industrials 2,879.0 $293K 0.00% NEW $101.86 -26.2%
1198 XSEP FIRST TR EXCHNG TRADED FD VI 6,597.0 $293K 0.00% NEW $44.41 +1.4%
1199 KKR KKR & CO INC 3,190.0 $293K 0.00% NEW $91.78
1200 BP BP PLC Energy 7,913.0 $292K 0.00% NEW $36.95 +21.1%
Page 60 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%