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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 113 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 PDM PIEDMONT REALTY TRUST INC Real Estate 15,676.0 $131K -587.0 -3.6% $8.34 +13.7%
2242 EZM WISDOMTREE TR 1,955.0 $131K $66.80 +12.5%
2243 FIXD FIRST TR EXCHNG TRADED FD VI 2,944.0 $130K $44.32 -1.3%
2244 XMVM INVESCO EXCHANGE TRADED FD T 2,023.0 $130K $64.16 +11.5%
2245 CUK CARNIVAL PLC Consumer Cyclical 4,266.0 $129K +2K +81.5% $30.33 -9.4%
2246 GBDC GOLUB CAP BDC INC Financial Services 9,525.0 $129K -855.0 -8.2% $13.57 -7.2%
2247 SOUTHSTATE BK CORP 1,372.0 $129K -170.0 -11.0% $94.11
2248 AGM FEDERAL AGRIC MTG CORP Financial Services 733.0 $129K -86.0 -10.5% $175.59 +11.0%
2249 FOR FORESTAR GROUP INC Real Estate 5,186.0 $128K -389.0 -7.0% $24.63 +29.7%
2250 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 14,202.0 $127K -3K -16.9% $8.94 +33.3%
2251 EIS ISHARES INC 1,151.0 $127K $110.03 +7.1%
2252 PPLT ABRDN PLATINUM ETF TRUST Financial Services 678.0 $126K +192.0 +39.5% $186.43 -92.1%
2253 OGN ORGANON & CO Healthcare 17,532.0 $126K -11K -38.8% $7.17 +88.3%
2254 KIE SPDR SERIES TRUST 2,079.0 $125K -74.0 -3.4% $60.15 +1.5%
2255 GHM GRAHAM CORP Industrials 1,945.0 $125K $64.23 +89.4%
2256 DXC DXC TECHNOLOGY CO Technology 8,512.0 $125K -1K -14.8% $14.65 -39.8%
2257 SUSL ISHARES TR 1,028.0 $125K $121.27 +7.0%
2258 ARTY ISHARES TR 2,587.0 $125K +563.0 +27.8% $48.18 +50.0%
2259 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 2,293.0 $124K -8K -77.4% $54.17 +63.4%
2260 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 9,690.0 $123K +5K +120.0% $12.66 +0.9%
Page 113 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%