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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 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VLO Valero Energy Corp Energy 380.0 $94K 0.02% +130.0 +52.0% $247.08 +9.1%
102 AEP American Electric Power Co Inc Utilities 716.0 $94K 0.02% +176.0 +32.6% $131.08 +3.0%
103 BLK BlackRock Inc Financial Services 96.0 $92K 0.02% +31.0 +47.7% $961.71 +1.9%
104 VGT Vanguard Information Technology ETF 129.0 $90K 0.02% +2.0 +1.6% $697.72 -83.2%
105 ORCL Oracle Corp Technology 578.0 $85K 0.02% +256.0 +79.5% $147.11 -3.1%
106 NEE NextEra Energy Inc Utilities 915.0 $85K 0.02% +361.0 +65.2% $92.88 -7.0%
107 ITW Illinois Tool Works Inc Industrials 324.0 $84K 0.02% +89.0 +37.9% $260.29 +3.3%
108 SCHA Schwab US Small-Cap ETF 2,853.0 $83K 0.02% +336.0 +13.3% $29.07 +22.5%
109 JPMorgan US Quality Factor ETF 1,283.0 $79K 0.02% +689.0 +116.0% $61.32
110 TEL TE Connectivity Ltd Technology 376.0 $79K 0.02% +126.0 +50.4% $209.02 -3.6%
111 AMP Ameriprise Financial Inc Financial Services 163.0 $72K 0.02% +4.0 +2.5% $444.40 +7.9%
112 JLL Jones Lang LaSalle Inc Real Estate 238.0 $72K 0.02% +12.0 +5.3% $304.32 +4.6%
113 REET iShares Global REIT ETF 2,760.0 $69K 0.02% +638.0 +30.1% $25.15 +9.9%
114 ADM Archer-Daniels Midland Co Consumer Defensive 893.0 $65K 0.01% +14.0 +1.6% $72.69 +5.4%
115 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 555.0 $61K 0.01% +491.0 +767.2% $110.47 +12.6%
116 EMR Emerson Electric Co Industrials 443.0 $58K 0.01% +188.0 +73.7% $131.02 +6.5%
117 MTUM iShares Edge MSCI USA Momentum Fctr ETF 236.0 $57K 0.01% +23.0 +10.8% $240.00 +36.7%
118 ADP Automatic Data Processing Inc Industrials 277.0 $56K 0.01% +67.0 +31.9% $203.18 +16.0%
119 DIS The Walt Disney Co Communication Services 578.0 $56K 0.01% +405.0 +234.1% $96.38 -0.7%
120 DLS WisdomTree International SmallCp Div ETF 662.0 $54K 0.01% +8.0 +1.2% $81.50 +3.2%
Page 6 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%