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Portfolio (Quarterly) Guide ↗

ENVESTNET ASSET MANAGEMENT INC

· CIK 0001407543
13F Portfolio $423.6B AUM 4,822 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4822 New
Page 124 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 NTST NETSTREIT CORP Real Estate 236,737.0 $5.0M 0.00% NEW $21.13 -2.8%
2462 KNTK KINETIK HOLDINGS INC Energy 103,348.0 $5.0M 0.00% NEW $48.34 +11.4%
2463 DVYE ISHARES INC 154,968.0 $5.0M 0.00% NEW $32.23 +8.8%
2464 HWKN HAWKINS INC Basic Materials 35,083.0 $5.0M 0.00% NEW $142.10 -15.6%
2465 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 434,988.0 $5.0M 0.00% NEW $11.45 -1.1%
2466 HIMX HIMAX TECHNOLOGIES INC Technology 324,561.0 $5.0M 0.00% NEW $15.34 -11.2%
2467 CDRE CADRE HLDGS INC Industrials 174,293.0 $5.0M 0.00% NEW $28.51 +8.1%
2468 UGI UGI CORP NEW Utilities 143,803.0 $5.0M 0.00% NEW $34.54 +10.6%
2469 JXN JACKSON FINANCIAL INC Financial Services 48,430.0 $5.0M 0.00% NEW $102.39 +31.1%
2470 VCYT VERACYTE INC Healthcare 84,213.0 $4.9M 0.00% NEW $58.72 -26.0%
2471 INVA INNOVIVA INC Healthcare 217,646.0 $4.9M 0.00% NEW $22.71 -7.7%
2472 PRFZ INVESCO EXCHANGE TRADED FD T 88,622.0 $4.9M 0.00% NEW $55.77 -0.8%
2473 IBMO ISHARES TR 192,529.0 $4.9M 0.00% NEW $25.64 -0.0%
2474 SPUS TIDAL TRUST I 85,719.0 $4.9M 0.00% NEW $57.50 +2.3%
2475 ACAD ACADIA PHARMACEUTICALS INC Healthcare 194,713.0 $4.9M 0.00% NEW $25.30 +14.8%
2476 U HAUL HOLDING COMPANY 85,328.0 $4.9M 0.00% NEW $57.70
2477 AFG AMERICAN FINANCIAL GROUP INC Financial Services 35,104.0 $4.9M 0.00% NEW $139.92 +2.6%
2478 KRYS KRYSTAL BIOTECH INC Healthcare 13,212.0 $4.9M 0.00% NEW $371.67 -5.4%
2479 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 200,643.0 $4.9M 0.00% NEW $24.44 -5.2%
2480 BLACKSTONE DIGITAL INFRASTRU 226,667.0 $4.9M 0.00% NEW $21.63
Page 124 of 242  ·  4,822 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 28.8%
Financial Services 18.2%
Industrials 12.1%
Healthcare 10.5%
Consumer Cyclical 8.8%
Communication Services 5.6%
Consumer Defensive 4.8%
Energy 3.4%
Utilities 3.2%
Real Estate 2.3%