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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 2 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Entergy Corp 325.0 $37K 0.01% NEW $112.36
22 SHEL Shell PLC ADR Representing - Ordinary Shares Energy 350.0 $33K 0.01% NEW $93.00 -17.7%
23 HCA HCA Healthcare Inc Healthcare 68.0 $32K 0.01% NEW $473.24 -16.9%
24 SO Southern Co Utilities 316.0 $30K 0.01% NEW $96.52 -1.4%
25 AZN AstraZeneca PLC Healthcare 151.0 $30K 0.01% NEW $197.22 -6.8%
26 ORLY O'Reilly Automotive Inc Consumer Cyclical 300.0 $28K 0.01% NEW $92.31 +0.4%
27 FMX Fomento Economico Mexicano SAB de CV ADR Consumer Defensive 246.0 $27K 0.01% NEW $111.06 +15.4%
28 MDT Medtronic PLC Healthcare 305.0 $26K 0.01% NEW $86.65 -8.6%
29 WCN Waste Connections Inc Industrials 157.0 $26K 0.01% NEW $162.44 +1.4%
30 LNT Alliant Energy Corp Utilities 339.0 $24K 0.01% NEW $71.66 +5.8%
31 EBAY Ebay Inc Consumer Cyclical 252.0 $23K 0.01% NEW $91.02 +22.3%
32 RIO Rio Tinto PLC ADR Basic Materials 244.0 $23K 0.01% NEW $93.29 +0.1%
33 PM Philip Morris International Inc Consumer Defensive 134.0 $22K 0.01% NEW $165.34 +7.5%
34 Fortinet Inc 271.0 $22K 0.01% NEW $81.72
35 NOC Northrop Grumman Corp Industrials 32.0 $22K 0.01% NEW $682.25 -23.8%
36 NXPI NXP Semiconductors NV Technology 100.0 $20K 0.01% NEW $196.86 +41.8%
37 HDB HDFC Bank Ltd ADR Financial Services 764.0 $19K 0.00% NEW $24.88 +2.7%
38 HLN HALEON ADR REP 2 ORD WI Healthcare 1,845.0 $18K 0.00% NEW $10.01 -6.1%
39 EOG EOG Resources Inc Energy 127.0 $18K 0.00% NEW $144.57 -11.1%
40 MFC Manulife Financial Corp Financial Services 530.0 $18K 0.00% NEW $34.44 +18.2%
Page 2 of 10  ·  195 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%