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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 27 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AIQ Global X Artfcl Intlgc & Tech ETF 30.0 $1K $46.67 +36.4%
522 TMHC Taylor Morrison Home Corp Consumer Cyclical 24.0 $1K NEW $58.25 +23.1%
523 CBRE CBRE Group Inc Real Estate 10.0 $1K NEW $135.50 +2.1%
524 VST Vistra Energy Corp Utilities 9.0 $1K NEW $150.33 +1.9%
525 AA Alcoa Corp Basic Materials 20.0 $1K NEW $66.35 -28.4%
526 GTM ZoomInfo Technologies Inc Technology 217.0 $1K $5.98 -52.5%
527 CNA CNA Financial Corp Financial Services 27.0 $1K NEW $45.93 +8.1%
528 NOK Nokia Oyj ADR Technology 151.0 $1K NEW $8.04 +60.6%
529 UTHR United Therapeutics Corp Healthcare 2.0 $1K NEW $593.00 -7.7%
530 NRG NRG Energy Inc Utilities 8.0 $1K NEW $146.12 -3.6%
531 CDNS Cadence Design Systems Inc Technology 4.0 $1K NEW $277.75 +36.0%
532 HOOD Robinhood Markets Inc Class A Financial Services 16.0 $1K NEW $69.31 +56.8%
533 SPIB SPDR Portfolio Interm Term Corp Bd ETF 33.0 $1K $33.55 -0.7%
534 SSYS Stratasys Ltd Technology 138.0 $1K $7.81 +8.6%
535 FICO Fair Isaac Corp Technology 1.0 $1K NEW $1068.00 +13.0%
536 FUTY Fidelity MSCI Utilities ETF 18.0 $1K NEW $59.06 -2.2%
537 MBB iShares MBS 11.0 $1K -29.0 -72.5% $94.91 -0.9%
538 ESNT Essent Group Ltd Financial Services 17.0 $993.0 NEW $58.41 +10.5%
539 TXRH Texas Roadhouse Inc Consumer Cyclical 6.0 $991.0 NEW $165.17 +15.9%
540 WDS Woodside Petroleum Ltd ADR Energy 41.0 $979.0 $23.88 -19.0%
Page 27 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%