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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 22 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AVB AvalonBay Communities Inc Real Estate 52.0 $8K 0.00% NEW $163.35 +16.6%
422 DTE DTE Energy Co Utilities 58.0 $8K 0.00% NEW $146.22 +3.0%
423 COPX Global X Copper Miners ETF 107.0 $8K 0.00% $76.35 -1.4%
424 DOX Amdocs Ltd Technology 125.0 $8K 0.00% $65.26 -21.6%
425 WAT Waters Corp Healthcare 27.0 $8K 0.00% NEW $297.81 +27.0%
426 NOW ServiceNow Inc Technology 76.0 $8K 0.00% +56.0 +280.0% $104.55 +1.2%
427 SPEM SPDR S&P Emerging Markets ETF 168.0 $8K 0.00% +105.0 +166.7% $46.91 +9.4%
428 JTEK JPMORGAN U S TECH LEADERS ETF 95.0 $8K 0.00% $79.54 +36.2%
429 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 136.0 $8K 0.00% +126.0 +1260.0% $55.52 +8.4%
430 GNRC Generac Holdings Inc Industrials 38.0 $7K 0.00% $195.34 +38.3%
431 PCEF Invesco CEF Income Composite ETF 379.0 $7K 0.00% NEW $18.82 +8.3%
432 AFL Aflac Inc Financial Services 65.0 $7K 0.00% $109.71 +8.0%
433 Fidelity MSCI Health Care ETF 100.0 $7K 0.00% NEW $70.36
434 DDOG Datadog Inc Class A Technology 59.0 $7K 0.00% $118.05 +124.0%
435 OXY Occidental Petroleum Corp Energy 104.0 $7K 0.00% NEW $65.00 -26.2%
436 SMTH ALPS Smith Core Plus Bond ETF 256.0 $7K 0.00% $25.75 -0.2%
437 FDX FedEx Corp Industrials 18.0 $6K 0.00% NEW $356.17 -11.9%
438 JEPI JPMorgan Equity Premium Income ETF 113.0 $6K 0.00% NEW $56.68 -1.0%
439 VOOG Vanguard S&P 500 Growth ETF 15.0 $6K 0.00% NEW $407.67 -79.8%
440 AOA iShares Core 80/20 Aggressive Allc ETF 67.0 $6K 0.00% NEW $88.49 +9.7%
Page 22 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%