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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 109 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 12,751.0 $153K $12.02 +0.2%
2162 EUAD SPINNAKER ETF SERIES 3,631.0 $153K $42.13 -3.1%
2163 KEP KOREA ELEC PWR CORP Utilities 9,244.0 $153K $16.50 -27.3%
2164 ABM ABM INDS INC Industrials 3,600.0 $152K -137.0 -3.7% $42.30 +7.5%
2165 SPHD INVESCO EXCH TRADED FD TR II 3,163.0 $152K -2K -35.4% $48.00 +7.7%
2166 OBNK ORIGIN BANCORP INC Financial Services 4,030.0 $152K -1K -24.6% $37.61 -23.9%
2167 PETROLEO BRASILEIRO SA PETRO 13,427.0 $151K +3K +24.2% $11.27
2168 AXS AXIS CAP HLDGS LTD Financial Services 1,412.0 $151K +133.0 +10.4% $107.09 +1.5%
2169 CATY CATHAY GEN BANCORP Financial Services 3,122.0 $151K $48.39 +28.2%
2170 WEN WENDYS CO Consumer Cyclical 18,117.0 $151K +542.0 +3.1% $8.33 -6.4%
2171 HNRG HALLADOR ENERGY COMPANY Energy 7,911.0 $151K $19.04 -7.9%
2172 HELE HELEN OF TROY LTD Consumer Defensive 7,072.0 $150K +2K +28.7% $21.25 +33.6%
2173 MATX MATSON INC Industrials 1,216.0 $150K $123.55 +57.4%
2174 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 5,024.0 $149K +112.0 +2.3% $29.66 +3.2%
2175 DAYFORCE INC 2,154.0 $149K -105.0 -4.7% $69.16
2176 FTSL FIRST TR EXCHANGE-TRADED FD 3,244.0 $149K -1K -27.0% $45.88 -2.6%
2177 WLK WESTLAKE CORPORATION Basic Materials 2,010.0 $149K -423.0 -17.4% $73.94 +3.6%
2178 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 2,571.0 $148K -765.0 -22.9% $57.69 +75.6%
2179 U HAUL HOLDING COMPANY 3,168.0 $148K -81.0 -2.5% $46.74
2180 MBC MASTERBRAND INC Consumer Cyclical 13,410.0 $148K -356.0 -2.6% $11.04 -10.5%
Page 109 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%