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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CBRE CBRE Group Inc Real Estate 10.0 $1K NEW $135.50 +2.1%
142 VST Vistra Energy Corp Utilities 9.0 $1K NEW $150.33 +1.9%
143 AA Alcoa Corp Basic Materials 20.0 $1K NEW $66.35 -28.4%
144 CNA CNA Financial Corp Financial Services 27.0 $1K NEW $45.93 +8.1%
145 NOK Nokia Oyj ADR Technology 151.0 $1K NEW $8.04 +60.6%
146 UTHR United Therapeutics Corp Healthcare 2.0 $1K NEW $593.00 -7.7%
147 NRG NRG Energy Inc Utilities 8.0 $1K NEW $146.12 -3.6%
148 CDNS Cadence Design Systems Inc Technology 4.0 $1K NEW $277.75 +36.0%
149 HOOD Robinhood Markets Inc Class A Financial Services 16.0 $1K NEW $69.31 +56.8%
150 FICO Fair Isaac Corp Technology 1.0 $1K NEW $1068.00 +13.0%
151 FUTY Fidelity MSCI Utilities ETF 18.0 $1K NEW $59.06 -2.2%
152 ESNT Essent Group Ltd Financial Services 17.0 $993.0 NEW $58.41 +10.5%
153 TXRH Texas Roadhouse Inc Consumer Cyclical 6.0 $991.0 NEW $165.17 +15.9%
154 RMBS Rambus Inc Technology 11.0 $946.0 NEW $86.00 +44.0%
155 INCY Incyte Corp Healthcare 10.0 $941.0 NEW $94.10 +20.9%
156 SPT SPROUT SOCIAL INC CLASS A Technology 163.0 $929.0 NEW $5.70 +40.2%
157 VNQ Vanguard REIT ETF 10.0 $922.0 NEW $92.20 +5.0%
158 ROL Rollins Inc Consumer Cyclical 17.0 $908.0 NEW $53.41 -21.1%
159 PCG PG&E Corp Utilities 49.0 $861.0 NEW $17.57 -5.7%
160 DOCU Docusign INC Technology 18.0 $853.0 NEW $47.39 -2.9%
Page 8 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%