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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 134 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 DMLP DORCHESTER MINERALS LP Energy 2,000.0 $52K NEW $25.89 -3.4%
2662 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 2,078.0 $52K NEW $24.80 +8.8%
2663 DNOW DNOW INC Energy 3,358.0 $51K NEW $15.25 -11.5%
2664 FEP FIRST TR EXCH TRD ALPHDX FD 1,000.0 $51K NEW $51.19 +13.4%
2665 EMBC EMBECTA CORP Healthcare 3,626.0 $51K NEW $14.11 -78.0%
2666 VIRTUS ARTIFICIAL INTELLIGEN 2,125.0 $51K NEW $24.03
2667 RSPU INVESCO EXCHANGE TRADED FD T 662.0 $51K NEW $76.66 +3.7%
2668 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,738.0 $51K NEW $29.19 -42.5%
2669 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 4,400.0 $51K NEW $11.50 +3.9%
2670 TSLA CALL TESLA INC Consumer Cyclical 5.0 $51K NEW $10102.00 -96.0%
2671 WFG WEST FRASER TIMBER CO LTD Basic Materials 739.0 $50K NEW $67.98 +3.3%
2672 ROG ROGERS CORP Technology 623.0 $50K NEW $80.46 +102.2%
2673 MATW MATTHEWS INTL CORP Industrials 2,063.0 $50K NEW $24.28 +8.6%
2674 CNR CORE NATURAL RESOURCES INC Energy 599.0 $50K NEW $83.48 +0.1%
2675 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 1,276.0 $50K NEW $39.18 -58.6%
2676 BOE BLACKROCK ENHANCED GLOBAL DI Financial Services 4,305.0 $50K NEW $11.57 +2.7%
2677 FVC FIRST TR EXCHANGE TRADED FD 1,376.0 $50K NEW $36.10 +16.3%
2678 NBH NEUBERGER BERMAN MUN FD INC Financial Services 4,803.0 $50K NEW $10.32 +1.0%
2679 GBX GREENBRIER COS INC Industrials 1,072.0 $49K NEW $46.17 +7.6%
2680 NSP INSPERITY INC Industrials 1,004.0 $49K NEW $49.20 -26.4%
Page 134 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%