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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 75 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 JJSF J & J SNACK FOODS CORP Consumer Defensive 5,356.0 $515K 0.00% NEW $96.09 -22.4%
1482 IYY ISHARES TR 3,166.0 $514K 0.00% NEW $162.48 +12.1%
1483 XSD SPDR SERIES TRUST 1,612.0 $514K 0.00% NEW $319.07 +99.4%
1484 BBAX J P MORGAN EXCHANGE TRADED F 9,119.0 $514K 0.00% NEW $56.34 +8.6%
1485 PRVA PRIVIA HEALTH GROUP INC Healthcare 20,623.0 $514K 0.00% NEW $24.90 -4.9%
1486 OVV OVINTIV INC Energy 12,697.0 $513K 0.00% NEW $40.38 +29.8%
1487 FLR FLUOR CORP NEW Industrials 12,173.0 $512K 0.00% NEW $42.07 +27.5%
1488 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 13,380.0 $511K 0.00% NEW $38.22 -5.9%
1489 FYX FIRST TR EXCHANGE-TRADED ALP 4,680.0 $510K 0.00% NEW $108.98 +27.3%
1490 RPRX ROYALTY PHARMA PLC Healthcare 14,422.0 $509K 0.00% NEW $35.28 +50.1%
1491 UFPI UFP INDUSTRIES INC Basic Materials 5,439.0 $508K 0.00% NEW $93.49 -7.4%
1492 ENS ENERSYS Industrials 4,489.0 $507K 0.00% NEW $112.96 +101.8%
1493 SMURFIT WESTROCK PLC 11,910.0 $507K 0.00% NEW $42.57
1494 VPU VANGUARD WORLD FD 2,674.0 $506K 0.00% NEW $189.41 +2.4%
1495 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 8,507.0 $506K 0.00% NEW $59.49 +28.9%
1496 CFR CULLEN FROST BANKERS INC Financial Services 3,990.0 $506K 0.00% NEW $126.77 +14.9%
1497 THE BRAND HOUSE COLLECTIVE I 310,000.0 $505K 0.00% NEW $1.63
1498 PROSHARES TR 12,775.0 $504K 0.00% NEW $39.44
1499 AVNT AVIENT CORPORATION Basic Materials 15,244.0 $502K 0.00% NEW $32.95 +14.3%
1500 RL RALPH LAUREN CORP Consumer Cyclical 1,598.0 $501K 0.00% NEW $313.50 +31.7%
Page 75 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%