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Portfolio (Quarterly) Guide ↗

Operose Advisors LLC

· CIK 0001909750
13F Portfolio $429M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 472 New
Page 18 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HRB H&R Block Inc Consumer Cyclical 500.0 $22K 0.01% NEW $43.58 -9.7%
342 BKNG Booking Holdings Inc Consumer Cyclical 4.0 $21K 0.01% NEW $5355.50 -96.6%
343 EXPE Expedia Group Inc Consumer Cyclical 72.0 $20K 0.01% NEW $283.31 -6.6%
344 LMT Lockheed Martin Corp Industrials 42.0 $20K 0.01% NEW $483.67 +7.9%
345 DIS The Walt Disney Co Communication Services 173.0 $20K 0.01% NEW $113.77 -15.8%
346 UNP Union Pacific Corp Industrials 84.0 $19K 0.01% NEW $231.32 +20.1%
347 XMTR XOMETRY INC ORDINARY SHARES - CLASS A Industrials 303.0 $18K 0.00% NEW $59.47 +61.1%
348 MCHP Microchip Technology Inc Technology 280.0 $18K 0.00% NEW $63.72 +39.2%
349 KMI Kinder Morgan Inc Energy 646.0 $18K 0.00% NEW $27.49 +15.4%
350 PWV Invesco Dynamic Large Cap Value ETF 259.0 $17K 0.00% NEW $66.52 +15.0%
351 BDYN iShares Dynamic Equity Active ETF 664.0 $17K 0.00% NEW $25.62 +7.3%
352 TPR Tapestry Inc Consumer Cyclical 130.0 $17K 0.00% NEW $127.77 +12.7%
353 KMB Kimberly-Clark Corp Consumer Defensive 160.0 $16K 0.00% NEW $100.89 +10.5%
354 FNDX Schwab Fundamental US Large Company ETF 589.0 $16K 0.00% NEW $27.22 +14.3%
355 EW Edwards Lifesciences Corp Healthcare 183.0 $16K 0.00% NEW $85.25 +7.9%
356 RACE Ferrari NV Consumer Cyclical 42.0 $16K 0.00% NEW $369.55 +1.4%
357 BND Vanguard Total Bond Market ETF 208.0 $15K 0.00% NEW $74.07 -1.4%
358 AVUS Avantis US Equity ETF 137.0 $15K 0.00% NEW $111.78 +14.1%
359 RPG Invesco S&P 500 Pure Growth ETF 325.0 $15K 0.00% NEW $46.67 +32.8%
360 FALN ISHARES FALLEN ANGELS USD BOND ETF 543.0 $15K 0.00% NEW $27.30 -0.7%
Page 18 of 24  ·  472 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 31.2%
Financial Services 27.5%
Communication Services 13.0%
Consumer Cyclical 8.9%
Healthcare 6.6%
Industrials 6.2%
Energy 3.6%
Consumer Defensive 1.6%
Utilities 1.0%
Real Estate 0.4%