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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 34 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GPC GENUINE PARTS CO Consumer Cyclical 673,863.0 $79.5M 0.02% NEW $117.98 +13.5%
662 PY PRINCIPAL EXCHANGE TRADED FD 1,470,675.0 $79.3M 0.02% NEW $53.90 +7.4%
663 ACIO ETF SER SOLUTIONS 1,716,685.0 $79.2M 0.02% NEW $46.14 +1.6%
664 QLC FLEXSHARES TR 878,979.0 $79.0M 0.02% NEW $89.87 +2.9%
665 VMC VULCAN MATLS CO Basic Materials 267,663.0 $79.0M 0.02% NEW $295.01 -6.4%
666 VALE VALE S A Basic Materials 5,248,034.0 $78.9M 0.02% NEW $15.04 -3.0%
667 EVIM MORGAN STANLEY ETF TRUST 1,475,220.0 $78.6M 0.02% NEW $53.27 -1.6%
668 SNDK SANDISK CORP Technology 34,426.0 $78.3M 0.02% NEW $2273.74 -29.8%
669 CRS CARPENTER TECHNOLOGY CORP Industrials 126,812.0 $78.2M 0.02% NEW $616.84 -20.2%
670 TWLO TWILIO INC Communication Services 379,034.0 $78.2M 0.02% NEW $206.33 +9.2%
671 ROK ROCKWELL AUTOMATION INC Industrials 157,868.0 $78.2M 0.02% NEW $495.08 -11.7%
672 IJS ISHARES TR 569,424.0 $77.8M 0.02% NEW $136.68 +1.3%
673 VIGI VANGUARD WHITEHALL FDS 826,631.0 $77.2M 0.02% NEW $93.38 +5.6%
674 ATI ATI INC Industrials 391,409.0 $77.1M 0.02% NEW $197.10 +5.0%
675 ALL ALLSTATE CORP Financial Services 323,880.0 $77.1M 0.02% NEW $237.94 +6.7%
676 VPL VANGUARD INTL EQUITY INDEX F 665,407.0 $77.0M 0.02% NEW $115.69 -0.5%
677 GRMN GARMIN LTD Technology 322,689.0 $76.7M 0.02% NEW $237.54 +24.1%
678 DEO DIAGEO PLC Consumer Defensive 951,700.0 $76.5M 0.02% NEW $80.38 +17.7%
679 HORIZON FDS 2,477,139.0 $76.2M 0.02% NEW $30.76
680 PSA PUBLIC STORAGE Real Estate 238,796.0 $76.0M 0.02% NEW $318.31 +1.3%
Page 34 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%