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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 105 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 UWMC UWM HOLDINGS CORPORATION Financial Services 41,641.0 $182K -11K -20.8% $4.38 -50.2%
2082 UEC URANIUM ENERGY CORP Energy 15,589.0 $182K +4K +37.9% $11.68 -7.5%
2083 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 1,026.0 $182K -16.0 -1.5% $177.44 -33.0%
2084 NOG NORTHERN OIL & GAS INC Energy 8,449.0 $181K -1K -14.1% $21.47 -10.7%
2085 FNDA SCHWAB STRATEGIC TR 5,734.0 $181K $31.51 +19.8%
2086 HR HEALTHCARE RLTY TR Real Estate 10,655.0 $181K -304.0 -2.8% $16.95 +20.9%
2087 CGMU CAPITAL GRP FIXED INCM ETF T 6,564.0 $180K +384.0 +6.2% $27.38 +0.4%
2088 BSY BENTLEY SYS INC Technology 4,703.0 $180K -2K -28.6% $38.17 -21.4%
2089 GABC GERMAN AMERN BANCORP INC Financial Services 4,577.0 $179K $39.18 +21.6%
2090 GRNY TIDAL TRUST I 7,214.0 $179K +3K +71.2% $24.76 +8.5%
2091 UNFI UNITED NAT FOODS INC Consumer Defensive 5,282.0 $178K -36.0 -0.7% $33.67 +45.9%
2092 IXC ISHARES TR 4,233.0 $177K +182.0 +4.5% $41.93 +18.2%
2093 DON WISDOMTREE TR 3,419.0 $176K +30.0 +0.9% $51.60 +10.0%
2094 JBS N.V. 12,204.0 $176K -1K -9.6% $14.42
2095 NEU NEWMARKET CORP Basic Materials 256.0 $176K -22.0 -7.9% $687.26 +15.4%
2096 SOUTH BOW CORP 6,397.0 $176K -345.0 -5.1% $27.47
2097 GAP GAP INC Consumer Cyclical 6,864.0 $176K +109.0 +1.6% $25.60 -21.1%
2098 DWSN DAWSON GEOPHYSICAL CO NEW Energy 112,404.0 $175K $1.56 +241.7%
2099 ARKK ARK ETF TR 2,278.0 $175K -825.0 -26.6% $76.92 +1.4%
2100 XSMO INVESCO EXCHANGE TRADED FD T 2,428.0 $175K -30.0 -1.2% $72.02 +26.5%
Page 105 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%