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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 14 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VFH Vanguard Financials ETF 490.0 $59K 0.01% $120.81 +12.1%
262 PH Parker Hannifin Corp Industrials 66.0 $59K 0.01% NEW $895.24 +7.1%
263 RBRK Rubrik Inc Technology 1,191.0 $58K 0.01% $48.97 +69.9%
264 EMR Emerson Electric Co Industrials 443.0 $58K 0.01% +188.0 +73.7% $131.02 +6.5%
265 RITM Rithm Capital Corp Real Estate 6,000.0 $57K 0.01% $9.48 -4.2%
266 MTUM iShares Edge MSCI USA Momentum Fctr ETF 236.0 $57K 0.01% +23.0 +10.8% $240.00 +33.0%
267 ADP Automatic Data Processing Inc Industrials 277.0 $56K 0.01% +67.0 +31.9% $203.18 +19.0%
268 CHD Church & Dwight Co Inc Consumer Defensive 600.0 $56K 0.01% $93.32 +5.5%
269 DIS The Walt Disney Co Communication Services 578.0 $56K 0.01% +405.0 +234.1% $96.38 +1.0%
270 RWL Oppenheimer S&P 500 Revenue ETF 475.0 $55K 0.01% $114.91 +12.4%
271 COPP Sprott Copper Miners ETF 1,528.0 $55K 0.01% NEW $35.72 +6.1%
272 FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 1,424.0 $54K 0.01% $38.26 +3.3%
273 IMCV iShares Morningstar Mid-Cap Value ETF 642.0 $54K 0.01% $84.79 +9.4%
274 TOL Toll Brothers Inc Consumer Cyclical 398.0 $54K 0.01% $136.47 +15.3%
275 VONV Vanguard Russell 1000 Value ETF 577.0 $54K 0.01% $93.83 +15.0%
276 SOVF Sovereign s Capital Flourish Fund 2,016.0 $54K 0.01% $26.81 +13.2%
277 UEC Uranium Energy Corp Energy 4,000.0 $54K 0.01% $13.50 -19.4%
278 DLS WisdomTree International SmallCp Div ETF 662.0 $54K 0.01% +8.0 +1.2% $81.50 +4.1%
279 AQST Aquestive Therapeutics Inc Healthcare 13,000.0 $54K 0.01% $4.15 +1.8%
280 UNP Union Pacific Corp Industrials 217.0 $53K 0.01% +133.0 +158.3% $242.62 +15.8%
Page 14 of 30  ·  593 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%