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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 20 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DFCF Dimensional Core Fixed Income ETF 379.0 $16K 0.00% NEW $42.22 -0.2%
382 USFD US Food Holding Corp Consumer Defensive 172.0 $16K 0.00% NEW $92.21 +10.5%
383 DFGR Dimensional Global Real Estate ETF 587.0 $16K 0.00% +536.0 +1051.0% $26.58 +9.1%
384 CMG Chipotle Mexican Grill Inc Consumer Cyclical 483.0 $15K 0.00% NEW $32.01 +9.3%
385 KMB Kimberly-Clark Corp Consumer Defensive 160.0 $15K 0.00% $96.47 +16.1%
386 EMN Eastman Chemical Co Basic Materials 200.0 $15K 0.00% $76.32 -11.2%
387 AVUS Avantis US Equity ETF 137.0 $15K 0.00% $111.18 +15.1%
388 RPG Invesco S&P 500 Pure Growth ETF 325.0 $15K 0.00% $46.74 +33.1%
389 TYL Tyler Technologies Inc Technology 44.0 $15K 0.00% NEW $342.39 -11.9%
390 GWX SPDR S&P International Small Cap ETF 354.0 $15K 0.00% +243.0 +218.9% $42.23 +4.3%
391 EW Edwards Lifesciences Corp Healthcare 183.0 $15K 0.00% $80.08 +14.9%
392 PCAR PACCAR Inc Industrials 125.0 $14K 0.00% $115.50 +5.0%
393 MEDP Medpace Hldgs Inccom Healthcare 30.0 $14K 0.00% -70.0 -70.0% $480.20 +13.2%
394 GNR SPDR S&P Global Natural Resources ETF 189.0 $14K 0.00% $74.67 -9.5%
395 DFAU Dimensional US Core Equity Market ETF 308.0 $14K 0.00% $45.12 +14.4%
396 AVY Avery Dennison Corp Industrials 78.0 $13K 0.00% NEW $172.68 -4.8%
397 MGV Vanguard Mega Cap Value ETF 91.0 $13K 0.00% NEW $144.95 +12.9%
398 PLD Prologis Inc Real Estate 96.0 $13K 0.00% NEW $132.18 +3.5%
399 BE Bloom Energy Corp Class A Industrials 93.0 $13K 0.00% $135.49 +113.7%
400 XMTR XOMETRY INC ORDINARY SHARES - CLASS A Industrials 303.0 $12K 0.00% $40.84 +138.0%
Page 20 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%