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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 118 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 IHDG WISDOMTREE TR 2,209.0 $102K NEW $46.08 +15.5%
2342 VCV INVESCO CALIF VALUE MUN INCO Financial Services 9,590.0 $102K NEW $10.59 +0.7%
2343 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 18,298.0 $102K NEW $5.55 -3.2%
2344 LAND GLADSTONE LD CORP Real Estate 11,084.0 $102K NEW $9.16 -5.5%
2345 BILL BILL HOLDINGS INC Technology 1,910.0 $101K NEW $52.97 -38.7%
2346 AZZ AZZ INC Industrials 927.0 $101K NEW $109.13 +44.0%
2347 RA BROOKFIELD REAL ASSETS INCOM Financial Services 7,564.0 $101K NEW $13.36 -5.3%
2348 BJRI BJS RESTAURANTS INC Consumer Cyclical 3,305.0 $101K NEW $30.53 +78.7%
2349 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 9,132.0 $101K NEW $11.01 -10.5%
2350 MXL MAXLINEAR INC Technology 6,230.0 $100K NEW $16.08 +452.0%
2351 URA GLOBAL X FDS 2,100.0 $100K NEW $47.67 +0.2%
2352 AWI ARMSTRONG WORLD INDS INC NEW Industrials 509.0 $100K NEW $196.01 -19.5%
2353 THRM GENTHERM INC Consumer Cyclical 2,918.0 $99K NEW $34.06 +5.5%
2354 SANM SANMINA CORPORATION Technology 863.0 $99K NEW $115.11 +109.8%
2355 CX CEMEX SAB DE CV Basic Materials 11,041.0 $99K NEW $8.99 +41.6%
2356 RLTY COHEN & STEERS REAL ESTATE O Financial Services 6,451.0 $99K NEW $15.28 +1.0%
2357 IBUY AMPLIFY ETF TR 1,294.0 $99K NEW $76.17 -9.9%
2358 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,951.0 $98K NEW $24.82 -49.1%
2359 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 4,357.0 $98K NEW $22.50 -46.9%
2360 POWL POWELL INDS INC Industrials 321.0 $98K NEW $304.81 -2.5%
Page 118 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%