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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 67 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ARW ARROW ELECTRS INC Technology 1,051.0 $224K 0.00% NEW $213.41 -1.2%
1322 WCN WASTE CONNECTIONS INC Industrials 1,345.0 $224K 0.00% NEW $166.66 +1.6%
1323 NOBL PROSHARES TR 3,991.0 $224K 0.00% NEW $56.16 +4.6%
1324 AVB AVALONBAY CMNTYS INC Real Estate 1,184.0 $223K 0.00% NEW $188.69 -2.5%
1325 AEM AGNICO EAGLE MINES LTD Basic Materials 1,437.0 $223K 0.00% NEW $155.13 +39.3%
1326 SPLV INVESCO EXCH TRADED FD TR II 2,973.0 $223K 0.00% NEW $74.90 +0.5%
1327 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 4,384.0 $222K 0.00% NEW $50.53 -3.0%
1328 IROC INVESCO ACTIVELY MANAGED EXC 4,317.0 $221K 0.00% NEW $51.28 -1.7%
1329 CG CARLYLE GROUP INC Financial Services 5,254.0 $221K 0.00% NEW $42.11 +17.3%
1330 KRMN KARMAN HLDGS INC Industrials 4,421.0 $221K 0.00% NEW $49.92 +7.0%
1331 MC MOELIS & CO Financial Services 3,369.0 $220K 0.00% NEW $65.42 +4.4%
1332 RTO RENTOKIL INITIAL PLC Industrials 7,684.0 $220K 0.00% NEW $28.61 -17.3%
1333 QTUM ETF SER SOLUTIONS 1,328.0 $220K 0.00% NEW $165.44 -9.0%
1334 RUSSELL INVTS EXCHANGE TRADE 5,605.0 $219K 0.00% NEW $39.04
1335 SWKS SKYWORKS SOLUTIONS INC Technology 3,222.0 $218K 0.00% NEW $67.79 -1.0%
1336 D DOMINION ENERGY INC Utilities 3,192.0 $218K 0.00% NEW $68.29 -2.5%
1337 QDPL PACER FDS TR 4,816.0 $217K 0.00% NEW $45.07 +2.9%
1338 FNF FIDELITY NATL FINL INC Financial Services 4,590.0 $216K 0.00% NEW $47.16 +0.3%
1339 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,169.0 $215K 0.00% NEW $99.29 -7.7%
1340 FANG DIAMONDBACK ENERGY INC Energy 1,225.0 $215K 0.00% NEW $175.78 +19.9%
Page 67 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%