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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 114 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 SUSL ISHARES TR 1,028.0 $120K NEW $117.04 +12.8%
2262 ADNT ADIENT PLC Consumer Cyclical 4,970.0 $120K NEW $24.08 -13.8%
2263 XPRO EXPRO GROUP HOLDINGS NV Energy 10,062.0 $120K NEW $11.88 +16.3%
2264 AVPT AVEPOINT INC Technology 7,962.0 $120K NEW $15.01 -30.6%
2265 PERIMETER SOLUTIONS INC 5,317.0 $119K NEW $22.39
2266 AVUS AMERICAN CENTY ETF TR 1,093.0 $119K NEW $108.70 +17.4%
2267 USA LIBERTY ALL STAR EQUITY FD Financial Services 18,714.0 $119K NEW $6.34 -8.5%
2268 ONEV SPDR SERIES TRUST 890.0 $118K NEW $133.11 +6.2%
2269 FREL FIDELITY COVINGTON TRUST 4,255.0 $118K NEW $27.81 +3.4%
2270 UCTT ULTRA CLEAN HLDGS INC Technology 4,333.0 $118K NEW $27.25 +345.1%
2271 IYE ISHARES TR 2,484.0 $118K NEW $47.52 +19.5%
2272 MSM MSC INDL DIRECT INC Industrials 1,280.0 $118K NEW $92.14 +28.6%
2273 NAVI NAVIENT CORPORATION Financial Services 8,964.0 $118K NEW $13.15 -38.5%
2274 SPMB SPDR SERIES TRUST 5,252.0 $118K NEW $22.44 -0.7%
2275 NTGR NETGEAR INC Technology 3,632.0 $118K NEW $32.39 -28.8%
2276 DIHP DIMENSIONAL ETF TRUST 3,852.0 $117K NEW $30.40 +13.5%
2277 VECO VEECO INSTRS INC DEL Technology 3,840.0 $117K NEW $30.43 +161.7%
2278 PJT PJT PARTNERS INC Financial Services 655.0 $116K NEW $177.73 -12.5%
2279 BSCU INVESCO EXCH TRD SLF IDX FD 6,867.0 $116K NEW $16.90 -1.4%
2280 HOMB HOME BANCSHARES INC Financial Services 4,090.0 $116K NEW $28.30 -2.3%
Page 114 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%