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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 4 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WYNN Wynn Resorts Ltd Consumer Cyclical 100.0 $10K 0.00% NEW $101.55 -5.4%
62 IDU iShares US Utilities ETF 86.0 $10K 0.00% NEW $116.10 -2.4%
63 CNI Canadian National Railway Co Industrials 96.0 $10K 0.00% NEW $102.77 +16.6%
64 CMS CMS Energy Corp Utilities 127.0 $10K 0.00% NEW $77.58 -2.1%
65 MU Micron Technology Inc Technology 27.0 $9K 0.00% NEW $337.85 +205.5%
66 Ryanair Holdings PLC ADR 155.0 $9K 0.00% NEW $57.80
67 WELL Welltower Inc Real Estate 44.0 $9K 0.00% NEW $197.70 +16.4%
68 PSA Public Storage Real Estate 32.0 $9K 0.00% NEW $270.88 +19.3%
69 AVB AvalonBay Communities Inc Real Estate 52.0 $8K 0.00% NEW $163.35 +16.6%
70 DTE DTE Energy Co Utilities 58.0 $8K 0.00% NEW $146.22 +3.0%
71 WAT Waters Corp Healthcare 27.0 $8K 0.00% NEW $297.81 +27.0%
72 PCEF Invesco CEF Income Composite ETF 379.0 $7K 0.00% NEW $18.82 +8.3%
73 Fidelity MSCI Health Care ETF 100.0 $7K 0.00% NEW $70.36
74 OXY Occidental Petroleum Corp Energy 104.0 $7K 0.00% NEW $65.00 -26.2%
75 FDX FedEx Corp Industrials 18.0 $6K 0.00% NEW $356.17 -11.9%
76 JEPI JPMorgan Equity Premium Income ETF 113.0 $6K 0.00% NEW $56.68 -1.0%
77 VOOG Vanguard S&P 500 Growth ETF 15.0 $6K 0.00% NEW $407.67 -79.8%
78 AOA iShares Core 80/20 Aggressive Allc ETF 67.0 $6K 0.00% NEW $88.49 +9.7%
79 AOR iShares Core Growth Allocation ETF 92.0 $6K 0.00% NEW $64.35 +7.6%
80 OVV Ovintiv Ord Energy 98.0 $6K 0.00% NEW $59.36 -12.4%
Page 4 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%