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Portfolio (Quarterly) Guide ↗

Operose Advisors LLC

· CIK 0001909750
13F Portfolio $431M AUM 593 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New 152 Added 69 Reduced 74 Exited
Page 2 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT Caterpillar Inc Industrials 1,876.0 $1.3M 0.31% +52.0 +2.9% $708.47 +39.9%
22 Berkshire Hathaway Inc 2,715.0 $1.3M 0.30% +226.0 +9.1% $479.20
23 MS Morgan Stanley Financial Services 7,905.0 $1.3M 0.30% +298.0 +3.9% $164.58 +28.7%
24 V Visa Inc Financial Services 3,987.0 $1.2M 0.28% +2K +62.4% $302.24 +16.2%
25 IBM International Business Machines Corp Technology 4,835.0 $1.2M 0.27% +289.0 +6.4% $242.39 +18.1%
26 T AT&T Inc Communication Services 38,223.0 $1.1M 0.26% +2K +5.5% $28.99 -29.3%
27 GOOG Alphabet Inc Class C Communication Services 3,721.0 $1.1M 0.25% +804.0 +27.6% $286.86 +24.8%
28 BAC Bank of America Corp Financial Services 21,603.0 $1.1M 0.24% +1K +5.8% $48.75 +19.7%
29 ABBV AbbVie Inc Healthcare 4,825.0 $1.0M 0.24% +360.0 +8.1% $217.49 +15.4%
30 VZ Verizon Communications Inc Communication Services 20,660.0 $1.0M 0.24% +389.0 +1.9% $50.20 -16.4%
31 EFA Ishares MSCI EAFE ETF 8,457.0 $821K 0.19% +1K +19.4% $97.13 +6.1%
32 MUB iShares National Muni Bond ETF 7,571.0 $804K 0.19% +478.0 +6.7% $106.14 +1.1%
33 JNJ Johnson & Johnson Healthcare 3,236.0 $791K 0.18% +505.0 +18.5% $244.44 +3.9%
34 DFUV Dimensional US Marketwide Value ETF 15,735.0 $763K 0.18% +2K +10.6% $48.46 +13.0%
35 VSGX Vanguard ESG International Stock ETF 10,067.0 $722K 0.17% +92.0 +0.9% $71.73 +13.1%
36 PFE Pfizer Inc Healthcare 25,412.0 $714K 0.17% +25K +9242.6% $28.08 -15.0%
37 ISRG Intuitive Surgical Inc Healthcare 1,536.0 $708K 0.16% +864.0 +128.6% $460.99 -12.7%
38 ACWX iShares MSCI ACWI ex US ETF 9,980.0 $683K 0.16% +4K +57.0% $68.47 +9.5%
39 MSI Motorola Solutions Inc Technology 1,546.0 $671K 0.16% +51.0 +3.4% $433.97 -3.5%
40 MRK Merck & Co Inc Healthcare 5,030.0 $605K 0.14% +329.0 +7.0% $120.29 +4.3%
Page 2 of 8  ·  152 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 34.5%
Financial Services 18.3%
Communication Services 12.7%
Consumer Cyclical 10.2%
Healthcare 8.6%
Industrials 8.3%
Energy 4.0%
Consumer Defensive 1.6%
Utilities 1.4%
Basic Materials 0.2%