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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 16 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KLAC KLA Corp Technology 30.0 $44K 0.01% NEW $1472.40 -83.6%
302 ARW Arrow Electronics Inc Technology 307.0 $44K 0.01% +7.0 +2.3% $143.41 +38.9%
303 AMAT Applied Materials Inc Technology 125.0 $43K 0.01% NEW $341.79 +76.3%
304 CME CME Group Inc Class A Financial Services 143.0 $42K 0.01% NEW $295.35 -20.5%
305 RJF Raymond James Financial Inc Financial Services 280.0 $41K 0.01% -20.0 -6.7% $144.79 +11.8%
306 DGRO iShares Core Dividend Growth ETF 563.0 $40K 0.01% $70.18 +9.6%
307 NOBL ProShares S&P 500 Dividend Aristocrats ETF 372.0 $39K 0.01% $106.01 -45.9%
308 DSTL Distillate US Fdmtl Stblty & Val ETF 681.0 $39K 0.01% $57.88 +6.7%
309 GD General Dynamics Corp Industrials 109.0 $37K 0.01% +100.0 +1111.1% $343.22 +7.8%
310 ESML iShares ESG Aware MSCI USA Small-Cap ETF 777.0 $37K 0.01% $47.02 +16.8%
311 Entergy Corp 325.0 $37K 0.01% NEW $112.36
312 OPK OPKO Health Inc Healthcare 32,000.0 $36K 0.01% $1.14 +36.4%
313 XLY Select Sector Spdr Fund Shs Ben Consumer Discretio 322.0 $35K 0.01% -54.0 -14.4% $108.98 +8.0%
314 CRDO Credo Technology Group Holding Ltd Technology 358.0 $34K 0.01% -258.0 -41.9% $93.87 +160.7%
315 HPQ HP Inc Technology 1,706.0 $33K 0.01% +46.0 +2.8% $19.21 +14.5%
316 SHEL Shell PLC ADR Representing - Ordinary Shares Energy 350.0 $33K 0.01% NEW $93.00 -16.6%
317 HCA HCA Healthcare Inc Healthcare 68.0 $32K 0.01% NEW $473.24 -12.7%
318 OEF iShares S&P 100 ETF 100.0 $32K 0.01% -64.0 -39.0% $318.07 +15.0%
319 BDX Becton, Dickinson and Co Healthcare 200.0 $31K 0.01% $157.23 -0.3%
320 TT Trane Technologies PLC Industrials 75.0 $31K 0.01% +61.0 +435.7% $416.73 +14.2%
Page 16 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%