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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 112 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 SPYI NEOS ETF TRUST 2,605.0 $137K +100.0 +4.0% $52.53 -1.3%
2222 URBN URBAN OUTFITTERS INC Consumer Cyclical 1,813.0 $136K $75.26 -2.3%
2223 RWL INVESCO EXCH TRADED FD TR II 1,191.0 $136K +66.0 +5.9% $114.50 +11.6%
2224 CENTRAIS ELET BRAS SA 14,857.0 $136K +1K +7.8% $9.16
2225 QCRH QCR HOLDINGS INC Financial Services 1,633.0 $136K -99.0 -5.7% $83.30 +18.0%
2226 OPCH OPTION CARE HEALTH INC Healthcare 4,269.0 $136K -3K -40.1% $31.86 -31.5%
2227 AGCO AGCO CORP Industrials 1,297.0 $135K -28.0 -2.1% $104.32 +12.5%
2228 BANR BANNER CORP Financial Services 2,154.0 $135K $62.66 +8.2%
2229 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,781.0 $135K -456.0 -20.4% $75.56 +15.6%
2230 LXP INDUSTRIAL TRUST 2,856.0 $135K +2K +702.2% $47.10
2231 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 5,492.0 $134K $24.37 -47.8%
2232 FORM FORMFACTOR INC Technology 2,386.0 $133K $55.78 +134.4%
2233 ATLANTA BRAVES HLDGS INC 3,371.0 $133K +35.0 +1.1% $39.45
2234 BBUS J P MORGAN EXCHANGE TRADED F 1,077.0 $133K +723.0 +204.2% $123.31 +6.8%
2235 URA GLOBAL X FDS 3,100.0 $132K +1K +47.6% $42.73 +2.0%
2236 OPRA OPERA LTD Communication Services 9,354.0 $132K +5K +104.8% $14.16 +33.1%
2237 SEZL SEZZLE INC Financial Services 2,082.0 $132K +455.0 +28.0% $63.48 +168.7%
2238 DGII DIGI INTL INC Technology 3,028.0 $131K -45.0 -1.5% $43.29 +63.0%
2239 SSO PROSHARES TR 2,260.0 $131K +1K +100.0% $57.92 +10.9%
2240 CORZ CORE SCIENTIFIC INC NEW Technology 8,983.0 $131K -7K -42.1% $14.56 +86.8%
Page 112 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%