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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 94 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 ALRM ALARM COM HLDGS INC Technology 4,970.0 $264K NEW $53.08 -16.4%
1862 VONE VANGUARD SCOTTSDALE FDS 870.0 $263K NEW $302.19 +11.6%
1863 PWP PERELLA WEINBERG PARTNERS Financial Services 12,307.0 $262K NEW $21.32 -25.7%
1864 HYMB SPDR SERIES TRUST 10,521.0 $262K NEW $24.93 +1.5%
1865 TBBK BANCORP INC DEL Financial Services 3,486.0 $261K NEW $74.89 -25.0%
1866 LMBS FIRST TR EXCHANGE-TRADED FD 5,229.0 $260K NEW $49.79 +0.1%
1867 DJP BARCLAYS BANK PLC Financial Services 7,345.0 $260K NEW $35.44 +27.0%
1868 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 43,204.0 $260K NEW $6.02 +1.5%
1869 BSM BLACK STONE MINERALS L P Energy 19,775.0 $260K NEW $13.14 +6.6%
1870 LLYVK LIBERTY MEDIA CORP DEL Communication Services 2,678.0 $260K NEW $96.97 +1.5%
1871 CGGR CAPITAL GROUP GROWTH ETF 5,907.0 $259K NEW $43.92 +6.9%
1872 HMY HARMONY GOLD MINING CO LTD Basic Materials 14,277.0 $259K NEW $18.15 -6.3%
1873 EQAL INVESCO EXCH TRADED FD TR II 4,946.0 $257K NEW $52.00 +12.5%
1874 GEF GREIF INC Consumer Cyclical 4,301.0 $257K NEW $59.76 +15.3%
1875 GIB CGI INC Technology 2,872.0 $256K NEW $89.14 -31.3%
1876 ADT ADT INC DEL Industrials 29,304.0 $255K NEW $8.71 -24.5%
1877 MAIN MAIN STR CAP CORP Financial Services 4,009.0 $255K NEW $63.59 -19.8%
1878 RWK INVESCO EXCH TRADED FD TR II 2,036.0 $255K NEW $125.01 +15.4%
1879 EFAV ISHARES TR 2,996.0 $254K NEW $84.83 +3.0%
1880 MYRG MYR GROUP INC DEL Industrials 1,221.0 $254K NEW $208.03 +121.7%
Page 94 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%