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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 54 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ROP ROPER TECHNOLOGIES INC Industrials 104,367.0 $35.3M 0.01% NEW $338.39 +21.7%
1062 PHG KONINKLIJKE PHILIPS N V Healthcare 1,297,945.0 $35.3M 0.01% NEW $27.19 +0.8%
1063 AOS SMITH A O CORP Industrials 562,406.0 $35.3M 0.01% NEW $62.72 +0.6%
1064 DKS DICKS SPORTING GOODS INC Consumer Cyclical 155,388.0 $35.2M 0.01% NEW $226.81 -19.2%
1065 FORM FORMFACTOR INC Technology 220,319.0 $35.2M 0.01% NEW $159.93 -28.6%
1066 GDX VANECK ETF TRUST 466,189.0 $35.2M 0.01% NEW $75.45 +36.3%
1067 SPXC SPX TECHNOLOGIES INC Industrials 143,322.0 $35.1M 0.01% NEW $245.17 -15.5%
1068 CDX SIMPLIFY EXCHANGE TRADED FUN 1,655,982.0 $35.0M 0.01% NEW $21.12 -2.1%
1069 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 16,792.0 $34.9M 0.01% NEW $2080.85 +4.9%
1070 FIRST TR EXCH TRADED FD III 472,698.0 $34.9M 0.01% NEW $73.80
1071 IQDG WISDOMTREE TR 809,142.0 $34.9M 0.01% NEW $43.08 +3.8%
1072 EUSA ISHARES INC 304,748.0 $34.8M 0.01% NEW $114.19 +3.7%
1073 CSMD PROFESIONALLY MANAGED PORTFO 952,997.0 $34.8M 0.01% NEW $36.49 -3.3%
1074 DECK DECKERS OUTDOOR CORP Consumer Cyclical 350,212.0 $34.8M 0.01% NEW $99.29 -7.7%
1075 CNI CANADIAN NATL RY CO Industrials 291,367.0 $34.7M 0.01% NEW $119.24 +8.9%
1076 SCHC SCHWAB STRATEGIC TR 721,412.0 $34.7M 0.01% NEW $48.12 +6.5%
1077 DDWM WISDOMTREE TR 751,061.0 $34.7M 0.01% NEW $46.18 +2.6%
1078 EMEQ NOMURA ETF TR 474,345.0 $34.6M 0.01% NEW $72.86 -9.7%
1079 GLOBUS MED INC 437,402.0 $34.6M 0.01% NEW $79.01
1080 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 359,676.0 $34.5M 0.01% NEW $95.98 +24.3%
Page 54 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%