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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 64 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 TYL TYLER TECHNOLOGIES INC Technology 883.0 $258K 0.00% NEW $292.46 +19.9%
1262 NU NU HLDGS LTD Financial Services 19,227.0 $257K 0.00% NEW $13.36 +9.1%
1263 IX ORIX CORP Financial Services 6,740.0 $256K 0.00% NEW $38.04 +1.2%
1264 XNOV FIRST TR EXCHNG TRADED FD VI 6,468.0 $256K 0.00% NEW $39.63 +1.4%
1265 CNP CENTERPOINT ENERGY INC Utilities 5,795.0 $255K 0.00% NEW $44.04 -12.0%
1266 HXL HEXCEL CORP NEW Industrials 2,528.0 $253K 0.00% NEW $100.06 -6.2%
1267 CWEN CLEARWAY ENERGY INC Utilities 7,394.0 $253K 0.00% NEW $34.18 -4.7%
1268 GMAY FIRST TR EXCHNG TRADED FD VI 5,866.0 $252K 0.00% NEW $43.04 +1.7%
1269 IGF ISHARES TR 3,784.0 $252K 0.00% NEW $66.60 -1.8%
1270 KDP KEURIG DR PEPPER INC Consumer Defensive 7,697.0 $252K 0.00% NEW $32.73 -2.1%
1271 STWD STARWOOD PPTY TR INC Real Estate 15,358.0 $252K 0.00% NEW $16.38 +0.0%
1272 GJUN FIRST TR EXCHNG TRADED FD VI 6,104.0 $251K 0.00% NEW $41.19 +1.6%
1273 QQQI NEOS ETF TRUST 4,401.0 $250K 0.00% NEW $56.79 -4.5%
1274 E ENI SPA Energy 5,320.0 $249K 0.00% NEW $46.86 +20.5%
1275 DOCN DIGITALOCEAN HLDGS INC Technology 1,586.0 $249K 0.00% NEW $157.03 -26.4%
1276 FLDR FIDELITY MERRIMACK STR TR 4,954.0 $248K 0.00% NEW $50.11 -0.0%
1277 FROG JFROG LTD Technology 2,726.0 $248K 0.00% NEW $90.88 +1.4%
1278 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,311.0 $248K 0.00% NEW $33.88 +10.2%
1279 BUFD FIRST TR EXCHNG TRADED FD VI 8,332.0 $248K 0.00% NEW $29.72 +1.7%
1280 ALK ALASKA AIR GROUP INC Industrials 4,723.0 $247K 0.00% NEW $52.20 -22.6%
Page 64 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%