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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 18 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NUKZ RANGE NUCLEAR RENAISSANCE IX ETF 384.0 $25K 0.01% $65.77 +1.8%
342 LNT Alliant Energy Corp Utilities 339.0 $24K 0.01% NEW $71.66 +7.5%
343 LMT Lockheed Martin Corp Industrials 40.0 $24K 0.01% -2.0 -4.8% $604.40 -10.8%
344 FV First Trust Dorsey Wright Focus 5 ETF 389.0 $24K 0.01% $60.44 +20.6%
345 EBAY Ebay Inc Consumer Cyclical 252.0 $23K 0.01% NEW $91.02 +25.1%
346 RIO Rio Tinto PLC ADR Basic Materials 244.0 $23K 0.01% NEW $93.29 +1.0%
347 PM Philip Morris International Inc Consumer Defensive 134.0 $22K 0.01% NEW $165.34 +9.1%
348 Fortinet Inc 271.0 $22K 0.01% NEW $81.72
349 NOC Northrop Grumman Corp Industrials 32.0 $22K 0.01% NEW $682.25 -21.2%
350 KMI Kinder Morgan Inc Energy 646.0 $22K 0.01% $33.53 -4.9%
351 CRH PLC ADR 197.0 $21K 0.01% $105.12
352 IWN Ishares Russell 2000 Value 107.0 $20K 0.01% -45.0 -29.6% $189.59 +16.7%
353 ACN Accenture PLC Technology 101.0 $20K 0.01% +69.0 +215.6% $198.29 -30.9%
354 LHX L3Harris Technologies Inc Industrials 58.0 $20K 0.01% +45.0 +346.1% $345.16 -12.9%
355 NXPI NXP Semiconductors NV Technology 100.0 $20K 0.01% NEW $196.86 +38.7%
356 URNM Sprott Uranium Miners ETF 309.0 $20K 0.01% -105.0 -25.4% $63.15 -15.2%
357 TPR Tapestry Inc Consumer Cyclical 137.0 $19K 0.00% +7.0 +5.4% $141.11 +3.2%
358 QCOM Qualcomm Inc Technology 150.0 $19K 0.00% -5.0 -3.2% $128.79 +36.0%
359 HDB HDFC Bank Ltd ADR Financial Services 764.0 $19K 0.00% NEW $24.88 +2.6%
360 HLN HALEON ADR REP 2 ORD WI Healthcare 1,845.0 $18K 0.00% NEW $10.01 -2.8%
Page 18 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%