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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 109 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 PDM PIEDMONT REALTY TRUST INC Real Estate 16,263.0 $146K NEW $9.00 -0.7%
2162 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 4,912.0 $146K NEW $29.76 -1.3%
2163 TRFK PACER FDS TR 2,184.0 $146K NEW $66.92 +63.3%
2164 CORP PIMCO ETF TR 1,475.0 $145K NEW $98.62 -1.9%
2165 SYBT STOCK YDS BANCORP INC Financial Services 2,076.0 $145K NEW $69.99 +4.6%
2166 VOX VANGUARD WORLD FD 774.0 $145K NEW $187.72 -0.5%
2167 ACA ARCOSA INC Industrials 1,548.0 $145K NEW $93.71 +45.0%
2168 LIVN LIVANOVA PLC Healthcare 2,767.0 $145K NEW $52.38 +49.9%
2169 GAP GAP INC Consumer Cyclical 6,755.0 $144K NEW $21.39 -1.1%
2170 BLUE OWL CAPITAL CORPORATION 11,310.0 $144K NEW $12.77
2171 MAGS LISTED FDS TR 2,209.0 $143K NEW $64.86 +0.9%
2172 NUVEEN CALIF SELECT TAX FREE 11,034.0 $143K NEW $12.97
2173 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 8,456.0 $143K NEW $16.89 -5.6%
2174 HLLY HOLLEY INC Consumer Cyclical 45,284.0 $142K NEW $3.14 -21.0%
2175 GBDC GOLUB CAP BDC INC Financial Services 10,380.0 $142K NEW $13.69 -9.8%
2176 LKFN LAKELAND FINL CORP Financial Services 2,213.0 $142K NEW $64.20 -6.8%
2177 NUSC NUSHARES ETF TR 3,218.0 $142K NEW $44.10 +15.8%
2178 AGCO AGCO CORP Industrials 1,325.0 $142K NEW $107.07 +6.2%
2179 AMH AMERICAN HOMES 4 RENT Real Estate 4,260.0 $142K NEW $33.25 -4.6%
2180 MPB MID PENN BANCORP INC Financial Services 4,937.0 $141K NEW $28.64 +17.1%
Page 109 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%