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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 8 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVN Devon Energy Corp Energy 4,380.0 $220K 0.05% $50.32 -20.0%
142 ETN Eaton Corp PLC Industrials 615.0 $220K 0.05% +47.0 +8.3% $357.67 +15.3%
143 VBR Vanguard Small-Cap Value ETF 1,012.0 $220K 0.05% +145.0 +16.7% $217.28 +11.7%
144 RSG Republic Services Inc Industrials 1,000.0 $219K 0.05% $219.03 -2.0%
145 DFAC Dimensional U S Core Equity 2 ETF 5,584.0 $217K 0.05% $38.86 +14.0%
146 UNH UnitedHealth Group Inc Healthcare 795.0 $215K 0.05% +303.0 +61.6% $270.54 +57.7%
147 PPA Invesco Aerospace & Defense ETF 1,290.0 $214K 0.05% $165.67 +7.2%
148 TJX TJX Companies Inc Consumer Cyclical 1,306.0 $209K 0.05% +256.0 +24.4% $159.70 -5.2%
149 PWR Quanta Services Inc Industrials 372.0 $204K 0.05% $549.02 +25.9%
150 PDLB PONCE FINANCIAL GROUP ORD Financial Services 12,000.0 $201K 0.05% $16.71 +22.5%
151 WEC WEC Energy Group Inc Utilities 1,704.0 $197K 0.05% +124.0 +7.8% $115.77 +0.4%
152 BRO Brown & Brown Inc Financial Services 2,900.0 $189K 0.04% $65.21 +3.3%
153 IGE iShares North American Natural Res ETF 3,000.0 $189K 0.04% $62.94 -11.5%
154 MAS Masco Corp Industrials 3,111.0 $188K 0.04% $60.37 +35.2%
155 GEV Ge Vernova Llc Com Utilities 214.0 $187K 0.04% +12.0 +5.9% $872.91 +30.0%
156 IEMG iShares Core MSCI Emerging Markets ETF 2,657.0 $185K 0.04% -14.0 -0.5% $69.75 +15.6%
157 ET Energy Transfer LP Energy 9,556.0 $184K 0.04% $19.30 -1.3%
158 VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 1,253.0 $183K 0.04% -274.0 -17.9% $145.79 +5.7%
159 SPYV SPDR Portfolio S&P 500 Value ETF 3,202.0 $181K 0.04% +435.0 +15.7% $56.58 +7.8%
160 APP AppLovin Corp Technology 453.0 $180K 0.04% -37.0 -7.5% $398.00 +41.9%
Page 8 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%