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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 61 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SLVM SYLVAMO CORP Basic Materials 7,698.0 $291K 0.00% NEW $37.80 -2.7%
1202 RSPH INVESCO EXCHANGE TRADED FD T 8,746.0 $290K 0.00% NEW $33.19 +13.8%
1203 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 12,993.0 $290K 0.00% NEW $22.34 +4.7%
1204 VST VISTRA CORP Utilities 1,829.0 $290K 0.00% NEW $158.59 -14.1%
1205 WWD WOODWARD INC Industrials 679.0 $289K 0.00% NEW $425.60 -19.3%
1206 GGG GRACO INC Industrials 3,806.0 $288K 0.00% NEW $75.61 +6.6%
1207 IYZ ISHARES TR 6,795.0 $287K 0.00% NEW $42.31 +1.7%
1208 KLIC KULICKE & SOFFA INDS INC Technology 2,135.0 $286K 0.00% NEW $133.76 -35.9%
1209 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,732.0 $285K 0.00% NEW $42.31 -2.7%
1210 CVNA CARVANA CO Consumer Cyclical 4,323.0 $285K 0.00% NEW $65.82 +6.2%
1211 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,938.0 $283K 0.00% NEW $47.68 -2.2%
1212 JXN JACKSON FINANCIAL INC Financial Services 2,746.0 $281K 0.00% NEW $102.39 +26.8%
1213 PSA PUBLIC STORAGE Real Estate 883.0 $281K 0.00% NEW $318.42 +1.3%
1214 DFAT DIMENSIONAL ETF TRUST 4,004.0 $280K 0.00% NEW $69.90 +2.5%
1215 RACE FERRARI N V Consumer Cyclical 751.0 $279K 0.00% NEW $371.97 +17.4%
1216 CCOI COGENT COMM HOLDINGS INC Communication Services 20,060.0 $278K 0.00% NEW $13.88 -33.9%
1217 BRBR BELLRING BRANDS INC Consumer Defensive 21,501.0 $278K 0.00% NEW $12.94 -21.3%
1218 MFG MIZUHO FINANCIAL GROUP INC Financial Services 29,009.0 $278K 0.00% NEW $9.58 +7.3%
1219 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,636.0 $278K 0.00% NEW $76.40 +5.1%
1220 FISV FISERV INC Technology 5,662.0 $278K 0.00% NEW $49.05 +7.2%
Page 61 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%