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Portfolio (Quarterly) Guide ↗

US BANCORP \DE\

· CIK 0000036104
13F Portfolio $85.3B AUM 9,649 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 256 New 1229 Added 1574 Reduced 217 Exited
Page 100 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,778.0 $220K $46.02 +13.2%
1982 FEZ SPDR INDEX SHS FDS 3,406.0 $219K +3K +432.2% $64.39 +4.2%
1983 JETS ETF SER SOLUTIONS 7,810.0 $219K $28.07 +18.6%
1984 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,418.0 $218K +366.0 +12.0% $63.68 +16.9%
1985 AAL AMERICAN AIRLS GROUP INC Industrials 14,184.0 $217K +715.0 +5.3% $15.33 +16.6%
1986 PYLD PIMCO ETF TR 8,146.0 $217K +3K +46.1% $26.68 -0.5%
1987 CNA CNA FINL CORP Financial Services 4,547.0 $217K +403.0 +9.7% $47.74 +1.3%
1988 XVV ISHARES TR 4,116.0 $217K +726.0 +21.4% $52.70 +5.5%
1989 BTU PEABODY ENERGY CORP Energy 7,284.0 $216K $29.70 -20.8%
1990 PALL ABRDN PALLADIUM ETF TRUST Financial Services 1,486.0 $216K -78.0 -5.0% $145.38 -84.8%
1991 STANDARDAERO INC 7,525.0 $216K +3K +67.0% $28.68
1992 VAL VALARIS LTD Energy 4,262.0 $215K -1K -21.3% $50.40 +51.5%
1993 EFSC ENTERPRISE FINL SVCS CORP Financial Services 3,974.0 $215K -58.0 -1.4% $54.00 +23.8%
1994 AROC ARCHROCK INC Energy 8,188.0 $213K -432.0 -5.0% $26.02 +61.2%
1995 VIAV VIAVI SOLUTIONS INC Technology 11,939.0 $213K -4K -23.0% $17.82 +167.3%
1996 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 38,856.0 $213K -4K -10.1% $5.47 +10.1%
1997 WSFS WSFS FINL CORP Financial Services 3,845.0 $212K $55.24 +40.0%
1998 LMBS FIRST TR EXCHANGE-TRADED FD 4,232.0 $212K -997.0 -19.1% $49.99 -0.4%
1999 ATEN A10 NETWORKS INC Technology 11,954.0 $211K $17.69 +97.7%
2000 LOAR LOAR HOLDINGS INC Industrials 3,092.0 $210K +460.0 +17.5% $68.00 +16.4%
Page 100 of 202  ·  4,036 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 26.3%
Financial Services 23.2%
Healthcare 11.3%
Industrials 9.7%
Communication Services 8.3%
Consumer Cyclical 7.4%
Consumer Defensive 6.3%
Energy 3.4%
Basic Materials 1.7%
Utilities 1.5%