ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,608,059,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
11,645,986 | $4,310,994,637 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
23,044,839 | $4,019,019,921 | 3.23% | |
| AAPL |
Apple Inc.
Technology
|
13,323,726 | $3,381,428,421 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,100,276 | $2,728,394,482 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
7,398,279 | $2,289,841,333 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,190,378 | $2,115,121,592 | 1.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,317,233 | $2,104,143,521 | 1.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,172,380 | $1,815,013,769 | 1.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,008,527 | $1,736,461,613 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,584,704 | $1,680,936,399 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CBU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,475,411 | 127,458 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,663,154 | 116,002 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,706,187 | 114,362 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,560,805 | 97,781 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,775,500 | 83,987 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,636,917 | 75,177 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,737,849 | 64,368 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,628,605 | 55,679 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,288,725 | 47,652 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,999,408 | 38,369 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,178,418 | 27,918 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $985,839 | 21,029 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,044,865 | 19,906 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,108,549 | 17,610 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,047,434 | 17,434 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,076,709 | 17,015 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,510,820 | 21,537 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,751,546 | 23,517 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,454,198 | 21,254 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,123,099 | 14,846 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $717,332 | 9,350 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $387,069 | 6,212 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $359,544 | 6,602 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $372,397 | 6,531 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $427,005 | 7,262 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||