BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
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 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UHS Universal Health Services Inc Class B Healthcare 18.0 $3K 0.00% NEW $178.94 -15.9%
102 FIDU Fidelity MSCI Industrials ETF 36.0 $3K 0.00% NEW $86.53 +13.6%
103 ESTC Elastic NV Technology 62.0 $3K 0.00% NEW $49.98 +16.9%
104 RNR RenaissanceRe Holdings Ltd Financial Services 10.0 $3K 0.00% NEW $297.20 +6.6%
105 DUK Duke Energy Corp Utilities 22.0 $3K 0.00% NEW $130.95 -4.0%
106 TAP Molson Coors Brewing Co B Consumer Defensive 66.0 $3K 0.00% NEW $43.06 -9.3%
107 ROKU Roku Inc Communication Services 30.0 $3K 0.00% NEW $94.63 +48.5%
108 WMB Williams Companies Inc Energy 38.0 $3K 0.00% NEW $72.79 -0.0%
109 UAL United Airlines Holdings Inc Industrials 28.0 $3K 0.00% NEW $92.07 +46.8%
110 Air Lease Corp Class A 38.0 $2K 0.00% NEW $64.95
111 TMO Thermo Fisher Scientific Inc Healthcare 5.0 $2K 0.00% NEW $491.60 +4.4%
112 STT State Street Corporation Financial Services 19.0 $2K 0.00% NEW $126.58 +34.0%
113 FDIS Fidelity MSCI Consumer Discret ETF 25.0 $2K 0.00% NEW $93.28 +10.8%
114 ALL Allstate Corp Financial Services 11.0 $2K 0.00% NEW $207.36 +17.2%
115 WRB WR Berkley Corp Financial Services 34.0 $2K 0.00% NEW $66.29 +6.6%
116 O Realty Income Corp Real Estate 36.0 $2K 0.00% NEW $61.17 +1.1%
117 VPU Vanguard Utilities Etf 10.0 $2K NEW $203.60 -5.0%
118 SNX Synnex Corp Technology 12.0 $2K NEW $168.75 +54.9%
119 DFIS DIMENSIONAL INTERN SMALL CAP ETF 58.0 $2K NEW $33.67 +4.6%
120 ADSK Autodesk Inc Technology 8.0 $2K NEW $239.38 -16.5%
Page 6 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%