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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 87 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 EPR EPR PPTYS Real Estate 5,942.0 $345K NEW $58.01 -0.9%
1722 GLNG GOLAR LNG LTD Energy 8,523.0 $344K NEW $40.41 +22.7%
1723 ACI ALBERTSONS COS INC Consumer Defensive 19,597.0 $343K NEW $17.51 -23.2%
1724 COCO VITA COCO CO INC Consumer Defensive 8,071.0 $343K NEW $42.47 +97.8%
1725 BOH BANK HAWAII CORP Financial Services 5,210.0 $342K NEW $65.64 +18.6%
1726 FTAI AVIATION LTD 2,048.0 $342K NEW $166.86
1727 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,283.0 $342K NEW $104.04 -0.4%
1728 XNTK SPDR SERIES TRUST 1,250.0 $340K NEW $272.23 +41.7%
1729 PATHWARD FINANCIAL INC 4,589.0 $340K NEW $74.01
1730 ACVA ACV AUCTIONS INC Consumer Cyclical 34,256.0 $339K NEW $9.91 -34.6%
1731 BSY BENTLEY SYS INC Technology 6,587.0 $339K NEW $51.51 -43.0%
1732 GRUPO CIBEST SA 6,532.0 $339K NEW $51.94
1733 USXF ISHARES TR 5,900.0 $338K NEW $57.31 +20.8%
1734 FEMB FIRST TR EXCH TRADED FD III 11,523.0 $338K NEW $29.34 +0.6%
1735 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,488.0 $338K NEW $227.00 +63.0%
1736 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 8,537.0 $337K NEW $39.51 +87.7%
1737 EDOW FIRST TR EXCHANGE-TRADED FD 8,428.0 $337K NEW $39.94 +9.6%
1738 BWEN BROADWIND INC Industrials 160,128.0 $336K NEW $2.10 +139.5%
1739 CCK CROWN HLDGS INC Consumer Cyclical 3,477.0 $336K NEW $96.60 +5.1%
1740 HACK AMPLIFY ETF TR 3,865.0 $335K NEW $86.80 +10.6%
Page 87 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%