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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 90 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ROAD CONSTRUCTION PARTNERS INC Industrials 2,414.0 $307K NEW $127.00 -3.3%
1782 SAFT SAFETY INS GROUP INC Financial Services 4,336.0 $307K NEW $70.69 -0.2%
1783 DAVE INC 1,535.0 $306K NEW $199.35
1784 OGN ORGANON & CO Healthcare 28,631.0 $306K NEW $10.68 +25.7%
1785 QDF FLEXSHARES TR 3,847.0 $305K NEW $79.40 +12.5%
1786 CAE CAE INC Industrials 10,299.0 $305K NEW $29.64 -15.4%
1787 WTBA WEST BANCORPORATION INC Financial Services 15,000.0 $305K NEW $20.32 +22.6%
1788 PRIM PRIMORIS SVCS CORP Industrials 2,219.0 $305K NEW $137.33 -26.2%
1789 MSA MSA SAFETY INC Industrials 1,763.0 $303K NEW $172.09 -4.5%
1790 ILCG ISHARES TR 2,908.0 $303K NEW $104.30 +12.3%
1791 TEX TEREX CORP NEW Industrials 5,896.0 $302K NEW $51.30 +30.3%
1792 SMP STANDARD MTR PRODS INC Consumer Cyclical 7,409.0 $302K NEW $40.82 -3.5%
1793 ADUS ADDUS HOMECARE CORP Healthcare 2,554.0 $301K NEW $117.99 -20.1%
1794 SBCF SEACOAST BKG CORP FLA Financial Services 9,898.0 $301K NEW $30.43 +1.3%
1795 CSWC CAPITAL SOUTHWEST CORP Financial Services 13,756.0 $301K NEW $21.86 +5.1%
1796 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4,801.0 $300K NEW $62.40 -24.7%
1797 MXE MEXICO EQUITY & INCOME FD Financial Services 25,233.0 $300K NEW $11.87 +14.1%
1798 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 7,966.0 $299K NEW $37.59 -11.4%
1799 SPYX SPDR SERIES TRUST 5,459.0 $299K NEW $54.85 +11.8%
1800 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,525.0 $299K NEW $54.16 +1.0%
Page 90 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%