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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNOW Snowflake Cl A Ord Technology 1,706.0 $257K 0.06% +750.0 +78.5% $150.82 +73.2%
62 PANW Palo Alto Networks Inc Technology 1,514.0 $243K 0.06% +526.0 +53.2% $160.32 +119.6%
63 CSCO Cisco Systems Inc Technology 2,897.0 $225K 0.05% +734.0 +33.9% $77.59 +50.8%
64 ETN Eaton Corp PLC Industrials 615.0 $220K 0.05% +47.0 +8.3% $357.67 +15.3%
65 VBR Vanguard Small-Cap Value ETF 1,012.0 $220K 0.05% +145.0 +16.7% $217.28 +11.7%
66 UNH UnitedHealth Group Inc Healthcare 795.0 $215K 0.05% +303.0 +61.6% $270.54 +57.7%
67 TJX TJX Companies Inc Consumer Cyclical 1,306.0 $209K 0.05% +256.0 +24.4% $159.70 -5.2%
68 WEC WEC Energy Group Inc Utilities 1,704.0 $197K 0.05% +124.0 +7.8% $115.77 +0.4%
69 GEV Ge Vernova Llc Com Utilities 214.0 $187K 0.04% +12.0 +5.9% $872.91 +30.0%
70 SPYV SPDR Portfolio S&P 500 Value ETF 3,202.0 $181K 0.04% +435.0 +15.7% $56.58 +7.8%
71 CHWY Chewy Inc Consumer Cyclical 6,627.0 $179K 0.04% +4K +165.1% $27.00 -23.7%
72 DFAT Dimensional US Targeted Value ETF 2,714.0 $169K 0.04% +725.0 +36.5% $62.45 +11.6%
73 AVDV AVANTIS INTERNATNL SML CP VL ETF 1,649.0 $165K 0.04% +703.0 +74.3% $99.86 +3.7%
74 COP ConocoPhillips Energy 1,239.0 $164K 0.04% +293.0 +31.0% $132.00 -21.8%
75 OKLO OKLO CL A ORD Utilities 3,200.0 $159K 0.04% +1K +57.1% $49.59 +5.8%
76 DFNM Dimensional National Municipal Bond ETF 3,227.0 $155K 0.04% +18.0 +0.6% $47.93 +0.8%
77 KO Coca-Cola Co Consumer Defensive 1,983.0 $151K 0.04% +461.0 +30.3% $76.05 +6.9%
78 GILD Gilead Sciences Inc Healthcare 1,044.0 $146K 0.03% +244.0 +30.5% $139.37 -9.6%
79 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 751.0 $144K 0.03% +87.0 +13.1% $191.81 +14.1%
80 DFSV DIMENSIONAL US SMALL CAP VALU ETF 3,967.0 $139K 0.03% +789.0 +24.8% $35.04 +10.6%
Page 4 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%