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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 3 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WNC Wabash National Corp Industrials 2,000.0 $17K 0.00% NEW $8.62 +53.7%
42 APOS Apollo Global Management Inc Class A Financial Services 151.0 $17K 0.00% NEW $111.42 -77.1%
43 MUSA Murphy USA Inc Consumer Cyclical 34.0 $17K 0.00% NEW $493.97 +13.1%
44 MDLZ Mondelez International Inc Consumer Defensive 282.0 $16K 0.00% NEW $57.64 +3.0%
45 AEE Ameren Corp Utilities 147.0 $16K 0.00% NEW $109.92 +2.1%
46 VTRS Viatris Inc Healthcare 1,193.0 $16K 0.00% NEW $13.51 +19.8%
47 SITE Siteone Landscape Supply Inc com Industrials 121.0 $16K 0.00% NEW $133.11 -17.5%
48 FTEC Fidelity MSCI Information Tech ETF 77.0 $16K 0.00% NEW $208.05 +34.6%
49 CRWD CrowdStrike Holdings Inc Technology 41.0 $16K 0.00% NEW $390.41 +97.9%
50 DFCF Dimensional Core Fixed Income ETF 379.0 $16K 0.00% NEW $42.22 -0.2%
51 USFD US Food Holding Corp Consumer Defensive 172.0 $16K 0.00% NEW $92.21 +10.5%
52 CMG Chipotle Mexican Grill Inc Consumer Cyclical 483.0 $15K 0.00% NEW $32.01 +9.3%
53 TYL Tyler Technologies Inc Technology 44.0 $15K 0.00% NEW $342.39 -11.9%
54 AVY Avery Dennison Corp Industrials 78.0 $13K 0.00% NEW $172.68 -5.5%
55 MGV Vanguard Mega Cap Value ETF 91.0 $13K 0.00% NEW $144.95 +12.2%
56 PLD Prologis Inc Real Estate 96.0 $13K 0.00% NEW $132.18 +3.5%
57 MELI MercadoLibre Inc Consumer Cyclical 7.0 $12K 0.00% NEW $1729.00 +0.8%
58 NVS Novartis AG Healthcare 71.0 $11K 0.00% NEW $152.75 +0.9%
59 ALC Alcon Inc Healthcare 143.0 $11K 0.00% NEW $75.35 -11.3%
60 WTPI WisdomTree Equity Premium Income Fund 328.0 $10K 0.00% NEW $31.91 +2.9%
Page 3 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%