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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 39 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VEEV VEEVA SYS INC Healthcare 4,971.0 $882K 0.00% NEW $177.47 +38.0%
762 SNPS SYNOPSYS INC Technology 1,969.0 $878K 0.00% NEW $446.07 -8.1%
763 EFAV ISHARES TR 10,003.0 $877K 0.00% NEW $87.71 +7.6%
764 PFFD GLOBAL X FDS 46,730.0 $873K 0.00% NEW $18.69 -1.0%
765 DGX QUEST DIAGNOSTICS INC Healthcare 4,114.0 $872K 0.00% NEW $211.96 +15.6%
766 SCHH SCHWAB STRATEGIC TR 36,671.0 $868K 0.00% NEW $23.68 +1.7%
767 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 25,469.0 $866K 0.00% NEW $34.00 +9.8%
768 ELF E L F BEAUTY INC Consumer Defensive 11,693.0 $865K 0.00% NEW $74.00 +44.6%
769 MAS MASCO CORP Industrials 10,617.0 $864K 0.00% NEW $81.37 -9.6%
770 AGNC AGNC INVT CORP Real Estate 78,955.0 $861K 0.00% NEW $10.90 -0.8%
771 DJP BARCLAYS BANK PLC Financial Services 19,683.0 $860K 0.00% NEW $43.71 +14.8%
772 BCS BARCLAYS PLC Financial Services 31,952.0 $858K 0.00% NEW $26.86 +1.0%
773 FTGS FIRST TR EXCHANGE-TRADED FD 23,194.0 $858K 0.00% NEW $37.00 +7.2%
774 RS RELIANCE INC Basic Materials 2,296.0 $858K 0.00% NEW $373.60 +4.7%
775 SPIB SPDR SERIES TRUST 25,596.0 $856K 0.00% NEW $33.46 -0.8%
776 IDCC INTERDIGITAL INC Technology 3,022.0 $856K 0.00% NEW $283.16 +21.6%
777 VONG VANGUARD SCOTTSDALE FDS 6,687.0 $855K 0.00% NEW $127.81 -1.9%
778 NSC NORFOLK SOUTHN CORP Industrials 2,707.0 $852K 0.00% NEW $314.59 +12.1%
779 THO THOR INDS INC Consumer Cyclical 11,310.0 $850K 0.00% NEW $75.16 +3.6%
780 GFF GRIFFON CORP Industrials 8,694.0 $848K 0.00% NEW $97.53 +3.4%
Page 39 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%