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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 19 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EOG EOG Resources Inc Energy 127.0 $18K 0.00% NEW $144.57 -9.7%
362 MFC Manulife Financial Corp Financial Services 530.0 $18K 0.00% NEW $34.44 +18.2%
363 D Dominion Energy Inc Utilities 294.0 $18K 0.00% +94.0 +47.0% $61.82 +11.0%
364 MCHP Microchip Technology Inc Technology 280.0 $18K 0.00% $64.61 +33.9%
365 PWV Invesco Dynamic Large Cap Value ETF 259.0 $18K 0.00% $69.71 +10.8%
366 PKG Packaging Corp of America Consumer Cyclical 85.0 $18K 0.00% +65.0 +325.0% $212.21 +11.3%
367 SLYV SPDR S&P 600 Small Cap Value ETF 185.0 $17K 0.00% +63.0 +51.6% $94.58 +14.6%
368 WNC Wabash National Corp Industrials 2,000.0 $17K 0.00% NEW $8.62 +54.1%
369 BKNG Booking Holdings Inc Consumer Cyclical 4.0 $17K 0.00% $4210.50 -95.7%
370 APOS Apollo Global Management Inc Class A Financial Services 151.0 $17K 0.00% NEW $111.42 -77.0%
371 DISV Dimensional International Sm Cp Val ETF 426.0 $17K 0.00% +42.0 +10.9% $39.44 +3.6%
372 MUSA Murphy USA Inc Consumer Cyclical 34.0 $17K 0.00% NEW $493.97 +14.3%
373 EXPE Expedia Group Inc Consumer Cyclical 72.0 $17K 0.00% $230.89 +14.7%
374 MDLZ Mondelez International Inc Consumer Defensive 282.0 $16K 0.00% NEW $57.64 +4.2%
375 AEE Ameren Corp Utilities 147.0 $16K 0.00% NEW $109.92 +3.1%
376 VTRS Viatris Inc Healthcare 1,193.0 $16K 0.00% NEW $13.51 +22.2%
377 DYNF iShares U.S. Equity Factor Rotation Active ETF 277.0 $16K 0.00% -95.0 -25.5% $58.18 +15.9%
378 SITE Siteone Landscape Supply Inc com Industrials 121.0 $16K 0.00% NEW $133.11 -16.9%
379 FTEC Fidelity MSCI Information Tech ETF 77.0 $16K 0.00% NEW $208.05 +33.1%
380 CRWD CrowdStrike Holdings Inc Technology 41.0 $16K 0.00% NEW $390.41 -50.1%
Page 19 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%