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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 131 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 KOS KOSMOS ENERGY LTD Energy 35,526.0 $59K NEW $1.66 +47.6%
2602 WMG WARNER MUSIC GROUP CORP Communication Services 1,729.0 $59K NEW $34.06 -17.3%
2603 JMST J P MORGAN EXCHANGE TRADED F 1,153.0 $59K NEW $51.04 -0.2%
2604 FENI FIDELITY COVINGTON TRUST 1,668.0 $59K NEW $35.28 +14.3%
2605 EPI WISDOMTREE TR 1,330.0 $59K NEW $44.20 -2.7%
2606 RGR STURM RUGER & CO INC Industrials 1,351.0 $59K NEW $43.47 -7.5%
2607 BLACKROCK MUNI INCOME TR II 5,609.0 $59K NEW $10.45
2608 J P MORGAN EXCHANGE TRADED F 1,175.0 $59K NEW $49.81
2609 AMRC AMERESCO INC Industrials 1,733.0 $58K NEW $33.58 -14.7%
2610 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 2,911.0 $58K NEW $19.92 +2.0%
2611 QQQI NEOS ETF TRUST 1,067.0 $58K NEW $54.20 +4.7%
2612 JAMF HLDG CORP 5,401.0 $58K NEW $10.70
2613 GTN GRAY MEDIA INC Communication Services 9,965.0 $58K NEW $5.78 -34.4%
2614 SBLK STAR BULK CARRIERS CORP. Industrials 3,074.0 $57K NEW $18.59 +38.8%
2615 CGBL CAPITAL GROUP CORE BALANCED 1,645.0 $57K NEW $34.72 +9.6%
2616 RDVI FIRST TR EXCHANGE-TRADED FD 2,200.0 $57K NEW $25.85 +11.7%
2617 QYLD GLOBAL X FDS 3,313.0 $56K NEW $17.01 +8.9%
2618 WVE WAVE LIFE SCIENCES LTD Healthcare 7,688.0 $56K NEW $7.32 -15.8%
2619 EMR PUT EMERSON ELEC CO Industrials 128.0 $56K NEW $438.43 -65.6%
2620 JOE ST JOE CO Real Estate 1,134.0 $56K NEW $49.48 +33.3%
Page 131 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%