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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 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPY SPDR S&P 500 ETF Financial Services 13,402 $9.1M 2.13% SOLD
2 NFLX Netflix Inc Communication Services 23,990 $2.2M 0.52% SOLD
3 JPM JPMorgan Chase & Co Financial Services 4,134 $1.3M 0.31% SOLD
4 CVX Chevron Corp Energy 6,703 $1.0M 0.24% SOLD
5 Comerica Inc 5,730 $498K 0.12% SOLD
6 ABT Abbott Laboratories Healthcare 3,708 $465K 0.11% SOLD
7 APH Amphenol Corp Technology 2,360 $319K 0.07% SOLD
8 STWD Starwood Property Trust Inc Real Estate 9,900 $178K 0.04% SOLD
9 COST Costco Wholesale Corp Consumer Defensive 206 $178K 0.04% SOLD
10 Exact Sciences Corp 1,575 $160K 0.04% SOLD
11 BMO Bank of Montreal Financial Services 1,093 $142K 0.03% SOLD
12 USB U.S. Bancorp Financial Services 2,585 $138K 0.03% SOLD
13 DHR Danaher Corp Healthcare 558 $128K 0.03% SOLD
14 PG Procter & Gamble Co Consumer Defensive 890 $128K 0.03% SOLD
15 PSTG Pure Storage Inc Technology 1,791 $120K 0.03% SOLD
16 MGK Vanguard Mega Cap Growth ETF 267 $110K 0.03% SOLD
17 CORTEXYME INC 31,568 $106K 0.03% SOLD
18 SJNK SPDR Blmbg BarclaysST HY Bd ETF 4,145 $105K 0.02% SOLD
19 MDY SPDR S&P MidCap 400 ETF Financial Services 163 $98K 0.02% SOLD
20 GIS General Mills Inc Consumer Defensive 2,077 $97K 0.02% SOLD
Page 1 of 4  ·  74 positions
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%