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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 89 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 12,997.0 $320K NEW $24.63 -17.0%
1762 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 10,414.0 $320K NEW $30.70 +27.2%
1763 FLIN FRANKLIN TEMPLETON ETF TR 8,564.0 $319K NEW $37.29 -4.9%
1764 VIGI VANGUARD WHITEHALL FDS 3,564.0 $319K NEW $89.57 +4.1%
1765 ARKQ ARK ETF TR 2,854.0 $318K NEW $111.56 +19.4%
1766 EPC EDGEWELL PERS CARE CO Consumer Defensive 15,625.0 $318K NEW $20.36 +13.5%
1767 PEB PEBBLEBROOK HOTEL TR Real Estate 27,857.0 $317K NEW $11.39 +67.3%
1768 AN AUTONATION INC Consumer Cyclical 1,450.0 $317K NEW $218.77 -13.7%
1769 CGGO CAPITAL GROUP GBL GROWTH EQT 9,174.0 $313K NEW $34.17 +24.2%
1770 PB PROSPERITY BANCSHARES INC Financial Services 4,720.0 $313K NEW $66.35 +7.3%
1771 LTC LTC PPTYS INC Real Estate 8,491.0 $313K NEW $36.86 -1.3%
1772 XMMO INVESCO EXCHANGE TRADED FD T 2,314.0 $313K NEW $135.22 +27.1%
1773 ROKU ROKU INC Communication Services 3,121.0 $313K NEW $100.13 +37.9%
1774 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,727.0 $312K NEW $66.01 +8.4%
1775 GHI GREYSTONE HOUSING IMPACT INV Financial Services 30,294.0 $312K NEW $10.30 -49.6%
1776 STLA STELLANTIS N.V Consumer Cyclical 33,404.0 $312K NEW $9.34 -32.1%
1777 OMFL INVESCO EXCH TRD SLF IDX FD 5,130.0 $309K NEW $60.26 +13.8%
1778 NUHY NUSHARES ETF TR 14,167.0 $308K NEW $21.77 -1.5%
1779 CCS CENTURY CMNTYS INC Consumer Cyclical 4,864.0 $308K NEW $63.37 -0.2%
1780 IONS IONIS PHARMACEUTICALS INC Healthcare 4,704.0 $308K NEW $65.42 +13.3%
Page 89 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%