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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 12 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRSK VERISK ANALYTICS INC Industrials 53,997.0 $9.7M 0.05% NEW $179.53 +5.6%
222 CSGP COSTAR GROUP INC Real Estate 341,444.0 $9.7M 0.05% NEW $28.32 +16.0%
223 ACWX ISHARES TR 126,808.0 $9.7M 0.05% NEW $76.11 +1.8%
224 GSEW GOLDMAN SACHS ETF TR 99,520.0 $9.4M 0.04% NEW $94.42 +3.9%
225 CGHM CAPITAL GRP FIXED INCM ETF T 356,104.0 $9.2M 0.04% NEW $25.85 -1.8%
226 CGMU CAPITAL GRP FIXED INCM ETF T 333,857.0 $9.2M 0.04% NEW $27.47 -1.4%
227 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 99,554.0 $9.2M 0.04% NEW $92.00 -1.4%
228 MS MORGAN STANLEY Financial Services 43,573.0 $9.1M 0.04% NEW $209.04 +2.4%
229 QQQM INVESCO EXCH TRADED FD TR II 29,954.0 $9.1M 0.04% NEW $302.97 -4.0%
230 BLACKROCK ETF TRUST 156,288.0 $9.0M 0.04% NEW $57.66
231 ICVT ISHARES TR 73,943.0 $9.0M 0.04% NEW $121.74 -5.8%
232 BX BLACKSTONE INC Financial Services 75,814.0 $8.9M 0.04% NEW $117.60 +22.1%
233 QCOM QUALCOMM INC Technology 48,184.0 $8.9M 0.04% NEW $184.79 -14.2%
234 XLF SELECT SECTOR SPDR TR 164,601.0 $8.8M 0.04% NEW $53.61 +8.6%
235 STIP ISHARES TR 86,146.0 $8.8M 0.04% NEW $102.16 -1.2%
236 AMGN AMGEN INC Healthcare 24,293.0 $8.8M 0.04% NEW $362.12 +22.6%
237 USMV ISHARES TR 90,916.0 $8.8M 0.04% NEW $96.46 +5.3%
238 MA MASTERCARD INCORPORATED Financial Services 17,008.0 $8.7M 0.04% NEW $513.61 +16.8%
239 SPHY SPDR SERIES TRUST 371,477.0 $8.7M 0.04% NEW $23.44 -0.6%
240 JMTG J P MORGAN EXCHANGE TRADED F 170,782.0 $8.7M 0.04% NEW $50.68 -1.1%
Page 12 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%