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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 68 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 NULG NUSHARES ETF TR 1,831.0 $214K 0.00% NEW $117.06 -3.1%
1342 JHSC JOHN HANCOCK EXCHANGE TRADED 4,363.0 $212K 0.00% NEW $48.56 +0.5%
1343 DMAR FIRST TR EXCHNG TRADED FD VI 4,718.0 $211K 0.00% NEW $44.73 +1.6%
1344 CRS CARPENTER TECHNOLOGY CORP Industrials 341.0 $210K 0.00% NEW $616.84 -22.7%
1345 IUSV ISHARES TR 1,904.0 $210K 0.00% NEW $110.16 +4.5%
1346 LNG CHENIERE ENERGY INC Energy 877.0 $210K 0.00% NEW $239.10 +17.4%
1347 APTIV PLC 3,412.0 $209K 0.00% NEW $61.38
1348 L LOEWS CORP Financial Services 1,844.0 $209K 0.00% NEW $113.22 -1.6%
1349 SKY CHAMPION HOMES INC Consumer Cyclical 2,368.0 $209K 0.00% NEW $88.12 +3.9%
1350 INSW INTERNATIONAL SEAWAYS INC Energy 2,723.0 $209K 0.00% NEW $76.60 +30.5%
1351 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 12,997.0 $208K 0.00% NEW $16.03 +13.8%
1352 CGHY CAPITAL GRP FIXED INCM ETF T 8,216.0 $208K 0.00% NEW $25.33 -0.3%
1353 AN AUTONATION INC Consumer Cyclical 1,116.0 $207K 0.00% NEW $185.79 +5.0%
1354 PDBC INVESCO ACTVELY MNGD ETC FD 12,970.0 $206K 0.00% NEW $15.88 +16.3%
1355 JAVA J P MORGAN EXCHANGE TRADED F 2,589.0 $206K 0.00% NEW $79.41 +5.0%
1356 RL RALPH LAUREN CORP Consumer Cyclical 506.0 $203K 0.00% NEW $401.08 -7.5%
1357 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2,601.0 $203K 0.00% NEW $77.87 -11.2%
1358 SMLF ISHARES TR 2,271.0 $202K 0.00% NEW $89.14 -0.6%
1359 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,102.0 $202K 0.00% NEW $95.98 +23.4%
1360 LGH NORTHERN LTS FD TR III 3,144.0 $200K 0.00% NEW $63.76 +2.9%
Page 68 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%