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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 135 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 AGGY WISDOMTREE TR 1,114.0 $49K NEW $44.27 -1.5%
2682 PWZ INVESCO EXCH TRADED FD TR II 2,055.0 $49K NEW $23.92 +2.1%
2683 SEADRILL LTD 1,626.0 $49K NEW $30.21
2684 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 5,977.0 $49K NEW $8.20 -4.6%
2685 ALGM ALLEGRO MICROSYSTEMS INC Technology 1,670.0 $49K NEW $29.20 +102.1%
2686 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 5,479.0 $49K NEW $8.90 -69.3%
2687 TILE INTERFACE INC Consumer Cyclical 1,682.0 $49K NEW $28.94 +12.5%
2688 LNTH LANTHEUS HLDGS INC Healthcare 947.0 $49K NEW $51.29 +102.5%
2689 IE IVANHOE ELECTRIC INC Technology 3,869.0 $49K NEW $12.55 -9.2%
2690 IWL ISHARES TR 292.0 $49K NEW $166.10 +11.4%
2691 BANF BANCFIRST CORP Financial Services 383.0 $48K NEW $126.45 -12.0%
2692 ILCV ISHARES TR 537.0 $48K NEW $90.02 +12.3%
2693 NMFC NEW MTN FIN CORP Financial Services 5,000.0 $48K NEW $9.64 -25.7%
2694 WLFC WILLIS LEASE FIN CORP Industrials 350.0 $48K NEW $137.09 +50.6%
2695 PREMIER INC 1,724.0 $48K NEW $27.80
2696 CGNT COGNYTE SOFTWARE LTD Technology 5,682.0 $48K NEW $8.40 -1.0%
2697 GO GROCERY OUTLET HLDG CORP Consumer Defensive 2,963.0 $48K NEW $16.05 -42.3%
2698 AAT AMERICAN ASSETS TR INC Real Estate 2,329.0 $47K NEW $20.32 +18.4%
2699 ALRS ALERUS FINL CORP Financial Services 2,130.0 $47K NEW $22.14 +34.1%
2700 VCYT VERACYTE INC Healthcare 1,372.0 $47K NEW $34.33 +56.2%
Page 135 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%