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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 108 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 6,620.0 $160K NEW $24.18 +280.5%
2142 PSNL PERSONALIS INC Healthcare 20,062.0 $160K NEW $7.96 +63.6%
2143 NTST NETSTREIT CORP Real Estate 9,025.0 $159K -2K -21.3% $17.64 +20.2%
2144 PECO PHILLIPS EDISON & CO INC Real Estate 4,467.0 $159K -887.0 -16.6% $35.57 +19.0%
2145 INOD INNODATA INC Technology 3,115.0 $159K +2K +185.3% $50.95 +45.0%
2146 PNNT PENNANTPARK INVT CORP Financial Services 26,500.0 $158K +26K +10000.0% $5.96 -43.8%
2147 TEGNA INC 8,127.0 $158K -495.0 -5.7% $19.41
2148 PACS PACS GROUP INC Financial Services 4,108.0 $158K +90.0 +2.2% $38.39 +9.1%
2149 RAMP LIVERAMP HLDGS INC Technology 5,338.0 $157K -2K -23.1% $29.37 +28.4%
2150 DJP BARCLAYS BANK PLC Financial Services 4,164.0 $157K -3K -43.3% $37.61 +16.1%
2151 APLE APPLE HOSPITALITY REIT INC Real Estate 13,151.0 $156K -990.0 -7.0% $11.85 +43.8%
2152 MMTM SPDR SERIES TRUST 533.0 $156K $292.07 +4.7%
2153 PSEC PROSPECT CAP CORP Financial Services 60,000.0 $155K -42K -40.9% $2.59 -10.8%
2154 SYM SYMBOTIC INC Industrials 2,608.0 $155K +31.0 +1.2% $59.50 -30.7%
2155 REM ISHARES TR 6,975.0 $155K NEW $22.18 -1.0%
2156 LIBERTY LIVE HOLDINGS INC 1,860.0 $155K NEW $83.16
2157 BSCR INVESCO EXCH TRD SLF IDX FD 7,801.0 $154K $19.74 -0.6%
2158 VOX VANGUARD WORLD FD 794.0 $154K +20.0 +2.6% $193.75 -6.7%
2159 URNM SPROTT FDS TR 2,800.0 $154K +800.0 +40.0% $54.89 -3.4%
2160 DGS WISDOMTREE TR 2,678.0 $153K $57.24 +11.3%
Page 108 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%