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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 3 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVEM Avantis Emerging Markets Equity ETF 6,494.0 $523K 0.12% +2K +33.1% $80.58 +16.1%
42 VIG Vanguard Dividend Appreciation ETF 2,293.0 $493K 0.11% +30.0 +1.3% $215.02 +10.0%
43 SCHW Charles Schwab Corp Financial Services 5,085.0 $478K 0.11% +140.0 +2.8% $93.98 +1.9%
44 AVDE Avantis International Equity ETF 5,475.0 $465K 0.11% +652.0 +13.5% $84.85 +4.9%
45 UBER Uber Technologies Inc Technology 6,389.0 $460K 0.11% +2K +31.2% $71.93 +1.0%
46 TXN Texas Instruments Inc Technology 2,089.0 $406K 0.09% +70.0 +3.5% $194.14 +53.7%
47 DHI D.R. Horton Inc Consumer Cyclical 2,910.0 $399K 0.09% +220.0 +8.2% $137.23 +14.4%
48 ADI Analog Devices Inc Technology 1,224.0 $389K 0.09% +203.0 +19.9% $318.14 +22.3%
49 BX BLACKSTONE GROUP INC Financial Services 3,370.0 $388K 0.09% +900.0 +36.4% $114.99 +4.0%
50 INTC Intel Corp Technology 8,530.0 $376K 0.09% +180.0 +2.2% $44.13 +187.8%
51 IWB iShares Russell 1000 1,022.0 $364K 0.08% +258.0 +33.8% $356.56 +14.7%
52 MO Altria Group Inc Consumer Defensive 5,442.0 $359K 0.08% +542.0 +11.1% $65.99 +8.4%
53 WM Waste Management Inc Industrials 1,516.0 $348K 0.08% +143.0 +10.4% $229.79 -2.5%
54 RDDT Reddit Inc Cl A Communication Services 2,586.0 $348K 0.08% +788.0 +43.8% $134.65 +46.6%
55 C Citigroup Inc Financial Services 2,968.0 $337K 0.08% +1K +83.2% $113.41 +23.6%
56 DFLV Dimensional US Large Cap Value ETF 9,235.0 $330K 0.08% +177.0 +1.9% $35.71 +10.7%
57 IBIT iShares Bitcoin Trust ETF Financial Services 7,497.0 $288K 0.07% +1K +23.9% $38.42 -11.5%
58 MA Mastercard Inc Financial Services 576.0 $288K 0.07% +96.0 +20.0% $499.66 +4.6%
59 PLTR Palantir Technologies Inc Ordinary Shares - Class Technology 1,914.0 $280K 0.07% +574.0 +42.8% $146.28 -14.0%
60 CAH Cardinal Health Inc Healthcare 1,315.0 $278K 0.06% +15.0 +1.1% $211.31 +12.5%
Page 3 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%