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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 63 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AWR AMER STATES WTR CO Utilities 3,239.0 $268K 0.00% NEW $82.63 +7.3%
1242 CGNX COGNEX CORP Technology 3,695.0 $268K 0.00% NEW $72.42 -16.4%
1243 CPRT COPART INC Industrials 9,480.0 $267K 0.00% NEW $28.19 +19.9%
1244 RSPM INVESCO EXCHANGE TRADED FD T 6,905.0 $267K 0.00% NEW $38.64 +7.0%
1245 ABCB AMERIS BANCORP Financial Services 2,955.0 $267K 0.00% NEW $90.25 -4.5%
1246 SF STIFEL FINL CORP Financial Services 3,815.0 $266K 0.00% NEW $69.78 +16.0%
1247 XOCT FIRST TR EXCHNG TRADED FD VI 6,738.0 $266K 0.00% NEW $39.50 +1.4%
1248 NOK NOKIA CORP Technology 19,987.0 $265K 0.00% NEW $13.28 -23.2%
1249 MKSI MKS INC. Technology 594.0 $264K 0.00% NEW $444.80 -37.3%
1250 JBHT HUNT J B TRANS SVCS INC Industrials 906.0 $262K 0.00% NEW $289.43 -4.8%
1251 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 8,748.0 $261K 0.00% NEW $29.85 +3.3%
1252 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,663.0 $261K 0.00% NEW $156.97 -8.4%
1253 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,350.0 $261K 0.00% NEW $193.27 +5.8%
1254 EXEL EXELIXIS INC Healthcare 4,791.0 $261K 0.00% NEW $54.41 -0.6%
1255 DINO HF SINCLAIR CORP Energy 3,741.0 $261K 0.00% NEW $69.66 +39.7%
1256 ESI ELEMENT SOLUTIONS INC Basic Materials 5,448.0 $260K 0.00% NEW $47.75 -26.1%
1257 PJFG PGIM ETF TR 2,236.0 $259K 0.00% NEW $116.02 +0.8%
1258 PARR PAR PAC HOLDINGS INC Energy 4,615.0 $259K 0.00% NEW $56.08 +40.9%
1259 DUKZ NORTHERN LIGHTS FD TR 10,101.0 $259K 0.00% NEW $25.62 -1.6%
1260 ALGN ALIGN TECHNOLOGY INC Healthcare 1,532.0 $258K 0.00% NEW $168.66 -3.6%
Page 63 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%