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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 7 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLD Spdr Gold Shares ETF Financial Services 653.0 $281K 0.07% $430.29 -13.9%
122 PLTR Palantir Technologies Inc Ordinary Shares - Class Technology 1,914.0 $280K 0.07% +574.0 +42.8% $146.28 -14.0%
123 CAH Cardinal Health Inc Healthcare 1,315.0 $278K 0.06% +15.0 +1.1% $211.31 +12.5%
124 VOE Vanguard Mid-Cap Value ETF 1,445.0 $266K 0.06% -58.0 -3.9% $184.27 +7.6%
125 MCS Marcus Corp Communication Services 15,390.0 $264K 0.06% $17.17 +35.1%
126 LNG Cheniere Energy Inc Energy 917.0 $260K 0.06% $283.76 -14.0%
127 SNOW Snowflake Cl A Ord Technology 1,706.0 $257K 0.06% +750.0 +78.5% $150.82 +73.2%
128 SCHG Schwab US Large-Cap Growth ETF 8,759.0 $255K 0.06% -427.0 -4.7% $29.13 +17.1%
129 ATI ATI Inc Industrials 1,751.0 $255K 0.06% -1K -37.3% $145.46 +32.1%
130 ACWV iShares Edge MSCI Min Vol Global ETF 2,062.0 $246K 0.06% -93.0 -4.3% $119.51 +0.9%
131 MPC Marathon Petroleum Corp Energy 1,008.0 $246K 0.06% $244.18 +8.5%
132 PANW Palo Alto Networks Inc Technology 1,514.0 $243K 0.06% +526.0 +53.2% $160.32 +119.6%
133 IUSV iShares Core S&P US Value ETF 2,322.0 $237K 0.06% $102.25 +8.1%
134 SNDR Schneider National Inc Industrials 8,907.0 $235K 0.05% NEW $26.36 +38.1%
135 ITOT iShares Core S&P Total US Stock Mkt ETF 1,617.0 $230K 0.05% $142.43 +15.2%
136 CBU Community Bank System Inc Financial Services 3,925.0 $230K 0.05% $58.65 +16.7%
137 DFAS DIMENSIONAL U S SMALL CAP ETF 3,228.0 $230K 0.05% $71.13 +15.4%
138 XLU Select Sector Uti Select 5,000.0 $229K 0.05% $45.89 -2.4%
139 CSCO Cisco Systems Inc Technology 2,897.0 $225K 0.05% +734.0 +33.9% $77.59 +50.8%
140 SPHQ Invesco S&P 500 Quality ETF 2,953.0 $222K 0.05% -71.0 -2.4% $75.18 +18.4%
Page 7 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%