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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 103 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 CONFLUENT INC 9,454.0 $187K NEW $19.80
2042 SLAB SILICON LABORATORIES INC Technology 1,427.0 $187K NEW $131.13 +67.6%
2043 TGB TASEKO MINES LTD Basic Materials 44,135.0 $187K NEW $4.23 +68.8%
2044 FAN FIRST TR EXCHANGE-TRADED FD 9,705.0 $186K NEW $19.21 +29.2%
2045 PWV INVESCO EXCHANGE TRADED FD T 2,859.0 $186K NEW $65.21 +15.1%
2046 ACHR ARCHER AVIATION INC Industrials 19,416.0 $186K NEW $9.58 -41.9%
2047 RYN RAYONIER INC Real Estate 6,995.0 $186K NEW $26.54 -20.9%
2048 JCPB J P MORGAN EXCHANGE TRADED F 3,889.0 $185K NEW $47.55 -1.4%
2049 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 9,586.0 $185K NEW $19.29 +6.4%
2050 BNTX BIONTECH SE Healthcare 1,873.0 $185K NEW $98.62 -7.8%
2051 OBNK ORIGIN BANCORP INC Financial Services 5,343.0 $184K NEW $34.52 -17.1%
2052 GPIX GOLDMAN SACHS ETF TR 3,523.0 $184K NEW $52.23 +6.3%
2053 BMA BANCO MACRO SA Financial Services 4,350.0 $184K NEW $42.29 +140.4%
2054 PECO PHILLIPS EDISON & CO INC Real Estate 5,354.0 $184K NEW $34.33 +18.5%
2055 CWST CASELLA WASTE SYS INC Industrials 1,925.0 $183K NEW $94.88 -8.3%
2056 NWS NEWS CORP NEW Communication Services 5,283.0 $183K NEW $34.55 -16.8%
2057 MBC MASTERBRAND INC Consumer Cyclical 13,766.0 $181K NEW $13.17 -31.2%
2058 XSMO INVESCO EXCHANGE TRADED FD T 2,458.0 $181K NEW $73.57 +22.3%
2059 ARIS WATER SOLUTIONS INC 7,321.0 $181K NEW $24.66
2060 GABC GERMAN AMERN BANCORP INC Financial Services 4,582.0 $180K NEW $39.27 +14.6%
Page 103 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%