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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 24 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SAP SAP SE Technology 24.0 $4K 0.00% $171.21 -7.0%
462 FELV Fidelity Enhanced Large Cap Value ETF 117.0 $4K 0.00% NEW $34.91 +15.1%
463 SE SEA LTD ADR Consumer Cyclical 49.0 $4K 0.00% NEW $82.82 +23.6%
464 WSM Williams-Sonoma Inc Consumer Cyclical 22.0 $4K 0.00% +2.0 +10.0% $182.36 +25.1%
465 INTU Intuit Inc Technology 9.0 $4K 0.00% NEW $432.44 -38.2%
466 Federated Hermes Inc 67.0 $4K 0.00% NEW $56.72
467 THC Tenet Healthcare Corp Healthcare 20.0 $4K 0.00% NEW $188.70 +1.3%
468 HIG The Hartford Financial Services Group Inc Financial Services 27.0 $4K 0.00% NEW $135.22 -1.0%
469 INSW International Seaways Inc Energy 50.0 $4K 0.00% NEW $72.88 +6.7%
470 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 11.0 $3K 0.00% NEW $304.09 +9.2%
471 UHS Universal Health Services Inc Class B Healthcare 18.0 $3K 0.00% NEW $178.94 -15.9%
472 JPMorgan Ultra-Short Income ETF 62.0 $3K 0.00% -746.0 -92.3% $50.44
473 FIDU Fidelity MSCI Industrials ETF 36.0 $3K 0.00% NEW $86.53 +13.6%
474 ESTC Elastic NV Technology 62.0 $3K 0.00% NEW $49.98 +16.9%
475 GOVT iShares US Treasury Bond ETF 133.0 $3K 0.00% -60.0 -31.1% $22.91 -1.1%
476 RNR RenaissanceRe Holdings Ltd Financial Services 10.0 $3K 0.00% NEW $297.20 +6.6%
477 DUK Duke Energy Corp Utilities 22.0 $3K 0.00% NEW $130.95 -4.0%
478 F Ford Motor Co Consumer Cyclical 249.0 $3K 0.00% -85.0 -25.4% $11.54 +18.3%
479 TAP Molson Coors Brewing Co B Consumer Defensive 66.0 $3K 0.00% NEW $43.06 -9.3%
480 ROKU Roku Inc Communication Services 30.0 $3K 0.00% NEW $94.63 +48.5%
Page 24 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%