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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMB iShares JPMorgan USD Emerg Markets Bond 1,314.0 $123K 0.03% -8.0 -0.6% $93.93 +2.2%
42 CGDV Capital Group Dividend Value ETF 2,783.0 $118K 0.03% -2K -46.0% $42.54 +15.4%
43 SMR NuScale Power Corp Class A Utilities 9,518.0 $103K 0.02% -3K -26.7% $10.84 -6.4%
44 TPG TPG PARTNERS LLC CL A COM Financial Services 2,500.0 $101K 0.02% -8K -75.0% $40.51 -0.0%
45 AGG Ishares Core US 970.0 $96K 0.02% -1K -54.2% $99.27 -0.8%
46 DGRW WisdomTree US Quality Dividend Gr ETF 969.0 $85K 0.02% -44.0 -4.3% $87.84 +8.8%
47 XLI Select Sector Industrial 306.0 $49K 0.01% -83.0 -21.3% $161.73 +13.4%
48 CEG CONSTELLATION ENERGY ORD WI Utilities 177.0 $49K 0.01% -87.0 -33.0% $279.45 -15.4%
49 VONE Vanguard Russell 1000 ETF 163.0 $48K 0.01% -89.0 -35.3% $294.70 +14.7%
50 RJF Raymond James Financial Inc Financial Services 280.0 $41K 0.01% -20.0 -6.7% $144.79 +9.3%
51 XLY Select Sector Spdr Fund Shs Ben Consumer Discretio 322.0 $35K 0.01% -54.0 -14.4% $108.98 +8.4%
52 CRDO Credo Technology Group Holding Ltd Technology 358.0 $34K 0.01% -258.0 -41.9% $93.87 +176.0%
53 OEF iShares S&P 100 ETF 100.0 $32K 0.01% -64.0 -39.0% $318.07 +15.0%
54 XLP Consumer Staples Select Sector SPDR ETF 348.0 $29K 0.01% -9.0 -2.5% $81.98 +1.6%
55 XLV Select Sector Spdr Trust The Health Care Select Se 178.0 $26K 0.01% -90.0 -33.6% $146.61 +8.8%
56 LMT Lockheed Martin Corp Industrials 40.0 $24K 0.01% -2.0 -4.8% $604.40 -13.7%
57 IWN Ishares Russell 2000 Value 107.0 $20K 0.01% -45.0 -29.6% $189.59 +16.9%
58 URNM Sprott Uranium Miners ETF 309.0 $20K 0.01% -105.0 -25.4% $63.15 -17.1%
59 QCOM Qualcomm Inc Technology 150.0 $19K 0.00% -5.0 -3.2% $128.79 +41.3%
60 DYNF iShares U.S. Equity Factor Rotation Active ETF 277.0 $16K 0.00% -95.0 -25.5% $58.18 +16.0%
Page 3 of 4  ·  69 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%