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Portfolio (Quarterly) Guide ↗

US BANCORP \DE\

· CIK 0000036104
13F Portfolio $84.4B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3997 New
Page 100 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 QS QUANTUMSCAPE CORP Consumer Cyclical 16,775.0 $207K NEW $12.32 -34.7%
1982 MAN MANPOWERGROUP INC WIS Industrials 5,445.0 $206K NEW $37.90 -11.5%
1983 INSP INSPIRE MED SYS INC Healthcare 2,779.0 $206K NEW $74.20 -42.6%
1984 TFI SPDR SERIES TRUST 4,518.0 $206K NEW $45.57 +0.2%
1985 FSV FIRSTSERVICE CORP NEW Real Estate 1,080.0 $206K NEW $190.52 -27.7%
1986 PRI PRIMERICA INC Financial Services 741.0 $206K NEW $277.62 +1.5%
1987 WTM WHITE MTNS INS GROUP LTD Financial Services 123.0 $206K NEW $1671.54 +20.4%
1988 COKE COCA COLA CONS INC Consumer Defensive 1,752.0 $205K NEW $117.16 +54.9%
1989 BRX BRIXMOR PPTY GROUP INC Real Estate 7,402.0 $205K NEW $27.68 +11.7%
1990 BLACKROCK ETF TRUST II 4,165.0 $205K NEW $49.19
1991 BNDW VANGUARD SCOTTSDALE FDS 2,932.0 $204K NEW $69.67 -1.8%
1992 FTSL FIRST TR EXCHANGE-TRADED FD 4,444.0 $204K NEW $45.84 -1.8%
1993 HLNE HAMILTON LANE INC Financial Services 1,508.0 $203K NEW $134.82 -39.0%
1994 IDU ISHARES TR 1,831.0 $203K NEW $110.93 +1.4%
1995 TLTW ISHARES TR 8,684.0 $203K NEW $23.38 -4.2%
1996 JMUB J P MORGAN EXCHANGE TRADED F 4,016.0 $203K NEW $50.47 +0.0%
1997 HOMZ ETF SER SOLUTIONS 4,300.0 $202K NEW $47.04 -3.9%
1998 KRMN KARMAN HLDGS INC Industrials 2,800.0 $202K NEW $72.20 -30.2%
1999 RWX SPDR INDEX SHS FDS 7,250.0 $202K NEW $27.81 -3.1%
2000 JBS N.V. 13,497.0 $202K NEW $14.93
Page 100 of 200  ·  3,997 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 27.1%
Financial Services 22.9%
Healthcare 10.2%
Industrials 9.8%
Consumer Cyclical 7.7%
Communication Services 7.5%
Consumer Defensive 6.7%
Energy 3.6%
Basic Materials 1.7%
Utilities 1.5%