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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 9 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TROW T. Rowe Price Group Inc Financial Services 2,000.0 $180K 0.04% $90.14 +28.8%
162 CHWY Chewy Inc Consumer Cyclical 6,627.0 $179K 0.04% +4K +165.1% $27.00 -23.7%
163 LNC Lincoln National Corp Financial Services 5,000.0 $178K 0.04% $35.50 +2.1%
164 VIRT Virtu Financial Inc A Financial Services 4,030.0 $177K 0.04% $43.98 +40.4%
165 MGC Vanguard Mega Cap ETF 741.0 $175K 0.04% $236.35 +15.6%
166 DFAT Dimensional US Targeted Value ETF 2,714.0 $169K 0.04% +725.0 +36.5% $62.45 +11.6%
167 CAVA Cava Group Inc Consumer Cyclical 2,084.0 $169K 0.04% -304.0 -12.7% $80.90 -1.4%
168 AVDV AVANTIS INTERNATNL SML CP VL ETF 1,649.0 $165K 0.04% +703.0 +74.3% $99.86 +3.7%
169 COP ConocoPhillips Energy 1,239.0 $164K 0.04% +293.0 +31.0% $132.00 -21.8%
170 MTZ MASTEC INC Industrials 500.0 $161K 0.04% $321.74 +21.4%
171 OKLO OKLO CL A ORD Utilities 3,200.0 $159K 0.04% +1K +57.1% $49.59 +5.8%
172 DFNM Dimensional National Municipal Bond ETF 3,227.0 $155K 0.04% +18.0 +0.6% $47.93 +0.8%
173 VKTX Viking Therapeutics Inc Healthcare 4,714.0 $153K 0.04% $32.54 +15.2%
174 KO Coca-Cola Co Consumer Defensive 1,983.0 $151K 0.04% +461.0 +30.3% $76.05 +6.9%
175 SCHX Schwab US Large-Cap ETF 5,740.0 $147K 0.03% $25.64 +14.6%
176 GILD Gilead Sciences Inc Healthcare 1,044.0 $146K 0.03% +244.0 +30.5% $139.37 -9.6%
177 QQQ Invesco QQQ Trust ETF Financial Services 252.0 $145K 0.03% -34.0 -11.9% $577.19 +25.6%
178 SDY SPDR S&P Dividend ETF 994.0 $145K 0.03% -81.0 -7.5% $145.94 +4.8%
179 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 751.0 $144K 0.03% +87.0 +13.1% $191.81 +14.1%
180 CRBG Corebridge Finl Inc Com Financial Services 6,000.0 $143K 0.03% $23.86 +20.5%
Page 9 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%