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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 110 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 JSMD JANUS DETROIT STR TR 1,691.0 $141K NEW $83.61 +17.2%
2182 BANR BANNER CORP Financial Services 2,154.0 $141K NEW $65.50 -1.0%
2183 EPAM EPAM SYS INC Technology 935.0 $141K NEW $150.79 -49.2%
2184 EATON VANCE NEW YORK MUN BD 14,294.0 $141K NEW $9.86
2185 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 8,863.0 $141K NEW $15.90 -8.5%
2186 VSAT VIASAT INC Technology 4,779.0 $140K NEW $29.30 +118.9%
2187 QDEF FLEXSHARES TR 1,750.0 $140K NEW $79.98 +8.4%
2188 RXO RXO INC Industrials 9,051.0 $139K NEW $15.38 +65.1%
2189 CNS COHEN & STEERS INC Financial Services 2,119.0 $139K NEW $65.61 +14.1%
2190 SYM SYMBOTIC INC Industrials 2,577.0 $139K NEW $53.90 -22.7%
2191 ATLANTA BRAVES HLDGS INC 3,336.0 $139K NEW $41.59
2192 STVN STEVANATO GROUP S P A Healthcare 5,388.0 $139K NEW $25.75 -31.9%
2193 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 12,787.0 $139K NEW $10.85 +4.9%
2194 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,539.0 $139K NEW $54.64 +41.3%
2195 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 5,055.0 $139K NEW $27.44 -35.9%
2196 VITL VITAL FARMS INC Consumer Defensive 3,369.0 $139K NEW $41.15 -74.7%
2197 LIBERTY MEDIA CORP DEL 1,469.0 $139K NEW $94.30
2198 HELE HELEN OF TROY LTD Consumer Defensive 5,494.0 $138K NEW $25.20 +5.0%
2199 MAC MACERICH CO Real Estate 7,581.0 $138K NEW $18.20 +29.8%
2200 SLGN SILGAN HLDGS INC Consumer Cyclical 3,205.0 $138K NEW $43.01 -3.2%
Page 110 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%