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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 4 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFA Ishares MSCI EAFE ETF 8,457.0 $821K 0.19% +1K +19.4% $97.13 +6.1%
62 MUB iShares National Muni Bond ETF 7,571.0 $804K 0.19% +478.0 +6.7% $106.14 +1.1%
63 JNJ Johnson & Johnson Healthcare 3,236.0 $791K 0.18% +505.0 +18.5% $244.44 +3.9%
64 LLY Eli Lilly and Co Healthcare 856.0 $787K 0.18% -15.0 -1.7% $919.77 +29.6%
65 LOW Lowe's Companies Inc Consumer Cyclical 3,328.0 $786K 0.18% $236.28 -6.1%
66 SGOV iShares 0-3 Month Treasury Bond ETF 7,800.0 $785K 0.18% NEW $100.66 -0.3%
67 DFUV Dimensional US Marketwide Value ETF 15,735.0 $763K 0.18% +2K +10.6% $48.46 +13.0%
68 IGF iShares Global Infrastructure ETF 11,320.0 $758K 0.18% $67.00 -1.8%
69 VSGX Vanguard ESG International Stock ETF 10,067.0 $722K 0.17% +92.0 +0.9% $71.73 +13.1%
70 PFE Pfizer Inc Healthcare 25,412.0 $714K 0.17% +25K +9242.6% $28.08 -15.0%
71 MCK McKesson Corp Healthcare 823.0 $712K 0.17% $865.36 -11.2%
72 ISRG Intuitive Surgical Inc Healthcare 1,536.0 $708K 0.16% +864.0 +128.6% $460.99 -12.7%
73 ACWX iShares MSCI ACWI ex US ETF 9,980.0 $683K 0.16% +4K +57.0% $68.47 +9.5%
74 IJT iShares S&P Small-Cap 600 Growth ETF 4,707.0 $681K 0.16% -63.0 -1.3% $144.71 +22.5%
75 BRC Brady Corp Industrials 8,376.0 $680K 0.16% $81.24 +12.2%
76 MSI Motorola Solutions Inc Technology 1,546.0 $671K 0.16% +51.0 +3.4% $433.97 -3.5%
77 MMM 3M Co Industrials 4,461.0 $648K 0.15% $145.23 +10.2%
78 MRK Merck & Co Inc Healthcare 5,030.0 $605K 0.14% +329.0 +7.0% $120.29 +4.3%
79 BKLN Invesco Senior Loan ETF 28,992.0 $592K 0.14% -10K -25.8% $20.41 -0.2%
80 AMLP Alerian MLP ETF 11,088.0 $584K 0.14% $52.64 -1.9%
Page 4 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%