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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 D Dominion Energy Inc Utilities 294.0 $18K 0.00% +94.0 +47.0% $61.82 +9.7%
142 PKG Packaging Corp of America Consumer Cyclical 85.0 $18K 0.00% +65.0 +325.0% $212.21 +12.1%
143 SLYV SPDR S&P 600 Small Cap Value ETF 185.0 $17K 0.00% +63.0 +51.6% $94.58 +15.1%
144 DISV Dimensional International Sm Cp Val ETF 426.0 $17K 0.00% +42.0 +10.9% $39.44 +2.3%
145 DFGR Dimensional Global Real Estate ETF 587.0 $16K 0.00% +536.0 +1051.0% $26.58 +9.1%
146 GWX SPDR S&P International Small Cap ETF 354.0 $15K 0.00% +243.0 +218.9% $42.23 +4.1%
147 LUV Southwest Airlines Co Industrials 306.0 $11K 0.00% +6.0 +2.0% $37.57 +34.3%
148 NOW ServiceNow Inc Technology 76.0 $8K 0.00% +56.0 +280.0% $104.55 +1.2%
149 SPEM SPDR S&P Emerging Markets ETF 168.0 $8K 0.00% +105.0 +166.7% $46.91 +9.4%
150 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 136.0 $8K 0.00% +126.0 +1260.0% $55.52 +8.4%
151 WSM Williams-Sonoma Inc Consumer Cyclical 22.0 $4K 0.00% +2.0 +10.0% $182.36 +25.1%
152 BBAI Bigbear Ai Holdings Incorporated COM USD0.0001 Technology 175.0 $616.0 +50.0 +40.0% $3.52 +3.4%
Page 8 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%