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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 10 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRK MERCK & CO INC Healthcare 105,500.0 $13.6M 0.07% NEW $128.50 +17.3%
182 FBND FIDELITY MERRIMACK STR TR 294,442.0 $13.4M 0.06% NEW $45.49 -1.1%
183 AMD ADVANCED MICRO DEVICES INC Technology 22,580.0 $13.1M 0.06% NEW $580.91 -21.4%
184 FNDF SCHWAB STRATEGIC TR 246,517.0 $13.0M 0.06% NEW $52.76 +5.4%
185 CGDV CAPITAL GROUP DIVIDEND VALUE 262,785.0 $13.0M 0.06% NEW $49.28 +1.5%
186 PLTR PALANTIR TECHNOLOGIES INC Technology 110,588.0 $12.9M 0.06% NEW $116.67 +50.8%
187 FTGC FIRST TR EXCHANGE TRAD FD VI 470,207.0 $12.7M 0.06% NEW $27.05 +12.4%
188 ISRG INTUITIVE SURGICAL INC Healthcare 31,826.0 $12.7M 0.06% NEW $397.67 -6.1%
189 PFF ISHARES TR 400,314.0 $12.2M 0.06% NEW $30.49 +0.1%
190 CGGE CAPITAL GROUP GLOBAL EQUITY 341,123.0 $12.0M 0.06% NEW $35.24 +0.3%
191 KEY KEYCORP Financial Services 520,425.0 $12.0M 0.06% NEW $23.05 -5.1%
192 WM WASTE MGMT INC DEL Industrials 53,766.0 $12.0M 0.06% NEW $222.88 +1.6%
193 XPH SPDR SERIES TRUST 180,521.0 $12.0M 0.06% NEW $66.27 +9.7%
194 LIN LINDE PLC Basic Materials 22,946.0 $11.9M 0.06% NEW $518.49 -5.5%
195 GGUS GOLDMAN SACHS ETF TR 173,918.0 $11.9M 0.06% NEW $68.25 -3.2%
196 IWM ISHARES TR 39,490.0 $11.9M 0.06% NEW $300.45 -0.8%
197 GTO INVESCO ACTIVELY MANAGED EXC 252,255.0 $11.8M 0.06% NEW $46.87 -1.7%
198 RSP INVESCO EXCHANGE TRADED FD T 55,350.0 $11.8M 0.06% NEW $212.77 +4.3%
199 BAC BANK OF AMER CORP Financial Services 203,285.0 $11.6M 0.06% NEW $56.98 +9.4%
200 UNH UNITEDHEALTH GROUP INC Healthcare 27,843.0 $11.6M 0.06% NEW $415.63 -4.1%
Page 10 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%