Institutional manager
Envestnet Portfolio Solutions, Inc.
Holds positions in 401 of the S&P 500, worth $3.41bn as reported for the quarter ended 31-mar-2026.
Positions held401of 488 index companies covered
Reported value$3.41bnS&P 500 positions only
Top ten weight51%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 401 held. The rest are smaller than every one of these.
State Street CorporationSTT11.8m$752mFinancialsNvidiaNVDA934,480$163mInformation TechnologyApple Inc.AAPL626,856$159mInformation TechnologyGoldman SachsGS2.6m$146mFinancialsMicrosoftMSFT320,661$119mInformation TechnologyAlphabet Inc. (Class A)GOOGL402,053$115mCommunication ServicesAmazonAMZN455,333$95mConsumer DiscretionaryBroadcomAVGO207,929$64mInformation TechnologyMeta PlatformsMETA112,373$64mCommunication ServicesJPMorgan ChaseJPM182,397$54mFinancialsVisa Inc.V126,208$38mFinancialsExxonMobilXOM222,997$38mEnergyLilly (Eli)LLY38,713$36mHealth CareTesla, Inc.TSLA92,700$34mConsumer DiscretionaryNetflixNFLX316,155$30mCommunication ServicesApplied MaterialsAMAT86,988$30mInformation TechnologyChevron CorporationCVX133,410$28mEnergyDuke EnergyDUK210,438$28mUtilitiesAltriaMO398,720$26mConsumer StaplesLam ResearchLRCX113,081$24mInformation TechnologyEaton CorporationETN65,659$23mIndustrialsCiscoCSCO291,732$23mInformation TechnologyProcter & GamblePG148,530$21mConsumer StaplesPrologisPLD153,739$20mReal EstateFirstEnergyFE397,623$20mUtilitiesJohnson & JohnsonJNJ78,628$19mHealth CareUnion Pacific CorporationUNP77,839$19mIndustrialsAmphenolAPH148,693$19mInformation TechnologySnap-onSNA50,175$18mIndustrialsAbbVieABBV82,997$18mHealth CareKinder MorganKMI536,985$18mEnergyPepsiCoPEP115,793$18mConsumer StaplesCME GroupCME60,320$18mFinancialsConocoPhillipsCOP132,877$18mEnergyAnalog DevicesADI53,910$17mInformation TechnologyCoca-Cola Company (The)KO225,291$17mConsumer StaplesRegions Financial CorporationRF653,320$17mFinancialsEvergyEVRG201,188$16mUtilitiesKraft HeinzKHC715,154$16mConsumer StaplesIdexx LaboratoriesIDXX28,230$16mHealth CareThermo Fisher ScientificTMO31,866$16mHealth CareOracle CorporationORCL103,063$15mInformation TechnologyT. Rowe PriceTROW171,766$15mFinancialsAmcorAMCR378,970$15mMaterialsPalantir TechnologiesPLTR101,480$15mInformation TechnologyHome Depot (The)HD44,804$15mConsumer DiscretionaryWalmartWMT117,508$15mConsumer StaplesBooking HoldingsBKNG3,357$14mConsumer DiscretionaryIntuitive SurgicalISRG30,581$14mHealth CareCostcoCOST14,054$14mConsumer StaplesExelonEXC283,520$14mUtilitiesCoStar GroupCSGP324,377$13mReal EstateBerkshire HathawayBRK.B27,193$13mFinancialsGilead SciencesGILD88,455$12mHealth CarePhilip Morris InternationalPM74,187$12mConsumer StaplesFranklin ResourcesBEN508,271$12mFinancialsWaste ManagementWM50,534$12mIndustrialsTJX CompaniesTJX69,310$11mConsumer DiscretionaryLinde plcLIN21,869$11mMaterialsAllstateALL51,510$11mFinancials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.