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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 137 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 EXI ISHARES TR 262.0 $45K NEW $172.75 +15.2%
2722 NNE NANO NUCLEAR ENERGY INC Industrials 1,171.0 $45K NEW $38.56 -26.8%
2723 BCO BRINKS CO Industrials 386.0 $45K NEW $116.86 -16.4%
2724 PML PIMCO MUN INCOME FD II Financial Services 5,700.0 $45K NEW $7.91 -4.6%
2725 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 3,144.0 $45K NEW $14.33 +22.7%
2726 ATKR ATKORE INC Industrials 717.0 $45K NEW $62.74 +29.4%
2727 ENIC ENEL CHILE S.A. Utilities 11,541.0 $45K NEW $3.89 +17.5%
2728 SKYWARD SPECIALTY INS GROUP 939.0 $45K NEW $47.56
2729 LENNAR CORP 372.0 $45K NEW $120.04
2730 MSEX MIDDLESEX WTR CO Utilities 825.0 $45K NEW $54.12 -3.8%
2731 TGRW T ROWE PRICE ETF INC 979.0 $45K NEW $45.55 +4.6%
2732 ARMOUR RESIDENTIAL REIT INC 2,978.0 $44K NEW $14.94
2733 EVGO EVGO INC Consumer Cyclical 9,402.0 $44K NEW $4.73 -59.0%
2734 BLACKROCK MUNIVEST FD INC 6,461.0 $44K NEW $6.86
2735 ATRO ASTRONICS CORP Industrials 966.0 $44K NEW $45.61 +76.6%
2736 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 1,485.0 $44K NEW $29.62 +7.4%
2737 EATON VANCE TAX-MANAGED BUY- 3,075.0 $44K NEW $14.25
2738 UE URBAN EDGE PPTYS Real Estate 2,139.0 $44K NEW $20.47 +8.8%
2739 NHC NATIONAL HEALTHCARE CORP Healthcare 358.0 $44K NEW $121.51 +65.9%
2740 GDV GABELLI DIVID & INCOME TR Financial Services 1,603.0 $43K NEW $27.13 +6.8%
Page 137 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%