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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 69 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 17,860.0 $199K 0.00% NEW $11.15 -8.8%
1362 OWL BLUE OWL CAPITAL INC Financial Services 22,173.0 $194K 0.00% NEW $8.75 +34.7%
1363 PGX INVESCO EXCH TRADED FD TR II 16,752.0 $182K 0.00% NEW $10.84 -2.7%
1364 LADR LADDER CAP CORP Real Estate 17,855.0 $178K 0.00% NEW $9.95 +0.5%
1365 RKT ROCKET COS INC Financial Services 10,391.0 $164K 0.00% NEW $15.75 -11.8%
1366 VOD VODAFONE GROUP PLC Communication Services 11,671.0 $154K 0.00% NEW $13.23 +20.6%
1367 HLMN HILLMAN SOLUTIONS CORP Industrials 11,378.0 $96K NEW $8.44 -1.0%
1368 CCC CCC INTELLIGENT SOLUTIONS HL Technology 10,389.0 $54K NEW $5.16 +45.4%
1369 ABEV AMBEV SA Consumer Defensive 10,139.0 $32K NEW $3.14 -6.7%
Page 69 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%