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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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNP Union Pacific Corp Industrials 217.0 $53K 0.01% +133.0 +158.3% $242.62 +14.5%
122 BMY Bristol-Myers Squibb Company Healthcare 838.0 $51K 0.01% +338.0 +67.6% $60.65 -6.9%
123 RACE Ferrari NV Consumer Cyclical 146.0 $49K 0.01% +104.0 +247.6% $338.45 +10.7%
124 SCHD Schwab US Dividend Equity ETF 1,577.0 $48K 0.01% +83.0 +5.6% $30.68 +3.8%
125 SONY Sony Group Corp Technology 2,271.0 $47K 0.01% +751.0 +49.4% $20.70 -2.4%
126 PAA Plains All American Pipeline LP Energy 2,096.0 $47K 0.01% +43.0 +2.1% $22.33 -0.4%
127 CSX CSX Corp Industrials 1,125.0 $46K 0.01% +519.0 +85.6% $41.05 +17.7%
128 URI United Rentals Inc Industrials 63.0 $46K 0.01% +49.0 +350.0% $728.56 +52.6%
129 PGR Progressive Corp Financial Services 230.0 $46K 0.01% +167.0 +265.1% $198.24 +13.7%
130 PDP Invesco DWA Momentum ETF 377.0 $46K 0.01% +102.0 +37.1% $120.75 +21.7%
131 ARW Arrow Electronics Inc Technology 307.0 $44K 0.01% +7.0 +2.3% $143.41 +46.2%
132 GD General Dynamics Corp Industrials 109.0 $37K 0.01% +100.0 +1111.1% $343.22 +5.7%
133 HPQ HP Inc Technology 1,706.0 $33K 0.01% +46.0 +2.8% $19.21 +14.6%
134 TT Trane Technologies PLC Industrials 75.0 $31K 0.01% +61.0 +435.7% $416.73 +16.3%
135 SPTM SPDR Portfolio Total Stock Market ETF 395.0 $31K 0.01% +3.0 +0.8% $79.06 +14.6%
136 MRSH Marsh & Mclennan Companies Inc Financial Services 171.0 $30K 0.01% +130.0 +317.1% $173.45 -0.8%
137 AXP American Express Co Financial Services 88.0 $27K 0.01% +58.0 +193.3% $302.48 +15.0%
138 ACN Accenture PLC Technology 101.0 $20K 0.01% +69.0 +215.6% $198.29 -33.9%
139 LHX L3Harris Technologies Inc Industrials 58.0 $20K 0.01% +45.0 +346.1% $345.16 -15.3%
140 TPR Tapestry Inc Consumer Cyclical 137.0 $19K 0.00% +7.0 +5.4% $141.11 +2.0%
Page 7 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%