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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 37 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 STZ CONSTELLATION BRANDS INC Consumer Defensive 6,936.0 $965K 0.01% NEW $139.09 -3.3%
722 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,858.0 $962K 0.01% NEW $164.27 -2.8%
723 SWX SOUTHWEST GAS HLDGS INC Utilities 10,832.0 $961K 0.01% NEW $88.68 +2.2%
724 FSMD FIDELITY COVINGTON TRUST 18,174.0 $960K 0.01% NEW $52.85 -1.8%
725 AVY AVERY DENNISON CORP Industrials 5,916.0 $960K 0.01% NEW $162.34 +12.3%
726 BENJ HORIZON FDS 18,130.0 $956K 0.01% NEW $52.75 +0.7%
727 RDVI FIRST TR EXCHANGE-TRADED FD 32,514.0 $956K 0.01% NEW $29.40 -0.1%
728 VTR VENTAS INC Real Estate 10,760.0 $955K 0.01% NEW $88.80 +5.3%
729 GPIX GOLDMAN SACHS ETF TR 17,179.0 $955K 0.01% NEW $55.57 +0.9%
730 NPO ENPRO INC Industrials 2,532.0 $954K 0.01% NEW $376.93 -18.1%
731 EGP EASTGROUP PPTYS INC Real Estate 4,711.0 $954K 0.01% NEW $202.53 -0.9%
732 VFH VANGUARD WORLD FD 7,242.0 $953K 0.01% NEW $131.60 +8.1%
733 GSK GSK PLC Healthcare 18,135.0 $951K 0.01% NEW $52.42 -1.9%
734 MOO VANECK ETF TRUST 12,004.0 $950K 0.01% NEW $79.13 +7.5%
735 AFLG FIRST TR EXCHNG TRADED FD VI 21,736.0 $944K 0.01% NEW $43.42 +3.3%
736 OTIS OTIS WORLDWIDE CORP Industrials 13,170.0 $943K 0.01% NEW $71.60 +1.1%
737 PII POLARIS INC Consumer Cyclical 13,762.0 $942K 0.01% NEW $68.44 -6.9%
738 IQVIA HLDGS INC 4,872.0 $941K 0.01% NEW $193.22
739 SCIO FIRST TR EXCHANGE-TRADED FD 45,540.0 $941K 0.01% NEW $20.67 -0.5%
740 CEG CONSTELLATION ENERGY CORP Utilities 3,789.0 $941K 0.01% NEW $248.37 +12.5%
Page 37 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%