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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 104 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 IDYA IDEAYA BIOSCIENCES INC Healthcare 224,109.0 $8.4M 0.00% NEW $37.27 +11.6%
2062 GVAL CAMBRIA ETF TR 231,848.0 $8.4M 0.00% NEW $36.02 +7.5%
2063 KRMN KARMAN HLDGS INC Industrials 166,877.0 $8.3M 0.00% NEW $49.92 -3.1%
2064 XSVM INVESCO EXCHANGE TRADED FD T 119,498.0 $8.3M 0.00% NEW $69.59 +0.4%
2065 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 123,878.0 $8.3M 0.00% NEW $67.12 -5.9%
2066 RGLD ROYAL GOLD INC Basic Materials 41,558.0 $8.3M 0.00% NEW $199.59 +33.3%
2067 CART MAPLEBEAR INC Consumer Cyclical 175,148.0 $8.3M 0.00% NEW $47.35 +7.2%
2068 HCMT DIREXION SHARES ETF TRUST 197,544.0 $8.3M 0.00% NEW $41.94 -2.6%
2069 URA GLOBAL X FDS 189,469.0 $8.3M 0.00% NEW $43.70 +10.0%
2070 OUTFRONT MEDIA INC 252,668.0 $8.3M 0.00% NEW $32.76
2071 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 45,685.0 $8.3M 0.00% NEW $181.15 +14.5%
2072 WSC WILLSCOT HLDGS CORP Industrials 286,467.0 $8.3M 0.00% NEW $28.86 -26.0%
2073 EMBJ EMBRAER S.A. Industrials 129,421.0 $8.3M 0.00% NEW $63.80 +18.0%
2074 KBDC KAYNE ANDERSON BDC INC Financial Services 608,963.0 $8.2M 0.00% NEW $13.53 -0.4%
2075 HWC HANCOCK WHITNEY CORPORATION Financial Services 110,208.0 $8.2M 0.00% NEW $74.72 +0.7%
2076 AFSM FIRST TR EXCHNG TRADED FD VI 200,060.0 $8.2M 0.00% NEW $41.10 -1.2%
2077 DWM WISDOMTREE TR 111,986.0 $8.2M 0.00% NEW $73.21 +4.9%
2078 TBUX T ROWE PRICE EXCHANGE-TRADED 164,710.0 $8.2M 0.00% NEW $49.77 +0.0%
2079 XDEC FIRST TR EXCHNG TRADED FD VI 191,290.0 $8.2M 0.00% NEW $42.84 +1.4%
2080 FTS FORTIS INC Utilities 143,171.0 $8.2M 0.00% NEW $57.23 -3.3%
Page 104 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%