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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 17 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPTM SPDR Portfolio Total Stock Market ETF 395.0 $31K 0.01% +3.0 +0.8% $79.06 +14.5%
322 INTF iShares International Equity Factor ETF 800.0 $31K 0.01% $38.96 +5.9%
323 USMV iShares Edge MSCI Min Vol USA ETF 331.0 $31K 0.01% $92.74 +5.2%
324 SO Southern Co Utilities 316.0 $30K 0.01% NEW $96.52 +0.0%
325 PODD Insulet Corp Healthcare 145.0 $30K 0.01% $209.84 -20.6%
326 AZN AstraZeneca PLC Healthcare 151.0 $30K 0.01% NEW $197.22 -1.9%
327 MRSH Marsh & Mclennan Companies Inc Financial Services 171.0 $30K 0.01% +130.0 +317.1% $173.45 +1.2%
328 XLP Consumer Staples Select Sector SPDR ETF 348.0 $29K 0.01% -9.0 -2.5% $81.98 +3.2%
329 ORLY O'Reilly Automotive Inc Consumer Cyclical 300.0 $28K 0.01% NEW $92.31 +0.9%
330 PAVE Global X US Infrastructure Dev ETF 545.0 $28K 0.01% $50.81 +12.7%
331 FMX Fomento Economico Mexicano SAB de CV ADR Consumer Defensive 246.0 $27K 0.01% NEW $111.06 +17.0%
332 PPL PPL Corp Utilities 706.0 $27K 0.01% $38.20 -5.7%
333 FCFS Firstcash Inc Financial Services 142.0 $27K 0.01% $188.00 +15.9%
334 AXP American Express Co Financial Services 88.0 $27K 0.01% +58.0 +193.3% $302.48 +15.2%
335 SPAB SPDR Portfolio Aggregate Bond ETF 1,033.0 $26K 0.01% $25.62 -0.8%
336 MDT Medtronic PLC Healthcare 305.0 $26K 0.01% NEW $86.65 -5.4%
337 ESGV Vanguard ESG US Stock ETF 233.0 $26K 0.01% $112.15 +17.6%
338 XLV Select Sector Spdr Trust The Health Care Select Se 178.0 $26K 0.01% -90.0 -33.6% $146.61 +11.3%
339 AMGN Amgen Inc Healthcare 73.0 $26K 0.01% $351.86 +5.8%
340 WCN Waste Connections Inc Industrials 157.0 $26K 0.01% NEW $162.44 +2.7%
Page 17 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%