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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 72 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 MTCH MATCH GROUP INC NEW Communication Services 16,219.0 $573K 0.00% NEW $35.32 +0.4%
1422 JHG JANUS HENDERSON GROUP PLC Financial Services 12,855.0 $572K 0.00% NEW $44.51 +16.6%
1423 QBTS D-WAVE QUANTUM INC Technology 23,090.0 $571K 0.00% NEW $24.71 -0.1%
1424 FMHI FIRST TR EXCH TRADED FD III 12,007.0 $570K 0.00% NEW $47.51 +2.0%
1425 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,411.0 $569K 0.00% NEW $34.66 +35.1%
1426 MCY MERCURY GENL CORP NEW Financial Services 6,700.0 $568K 0.00% NEW $84.78 +21.1%
1427 TRU TRANSUNION Industrials 6,779.0 $568K 0.00% NEW $83.78 -22.9%
1428 CNMD CONMED CORP Healthcare 12,058.0 $567K 0.00% NEW $47.03 -30.7%
1429 BRKR BRUKER CORP Healthcare 17,453.0 $567K 0.00% NEW $32.49 +76.1%
1430 ERTH INVESCO EXCHANGE TRADED FD T 11,900.0 $567K 0.00% NEW $47.65 +1.5%
1431 IAK ISHARES TR 4,227.0 $567K 0.00% NEW $134.03 +0.3%
1432 CXT CRANE NXT CO Industrials 8,445.0 $566K 0.00% NEW $67.07 -30.0%
1433 BROADWAY FINL CORP DEL 79,085.0 $566K 0.00% NEW $7.16
1434 SLYV SPDR SERIES TRUST 6,385.0 $566K 0.00% NEW $88.65 +20.5%
1435 CTS CTS CORP Technology 14,172.0 $566K 0.00% NEW $39.94 +67.8%
1436 CQP CHENIERE ENERGY PARTNERS LP Energy 10,500.0 $565K 0.00% NEW $53.82 +7.9%
1437 TWIN TWIN DISC INC Industrials 40,505.0 $565K 0.00% NEW $13.94 +56.8%
1438 POTLATCHDELTIC CORPORATION 13,848.0 $564K 0.00% NEW $40.75
1439 DFAX DIMENSIONAL ETF TRUST 17,979.0 $564K 0.00% NEW $31.38 +20.9%
1440 JPIE J P MORGAN EXCHANGE TRADED F 12,150.0 $564K 0.00% NEW $46.41 -1.0%
Page 72 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%