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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 117 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 SPSK TIDAL TRUST I 5,956.0 $109K $18.26 -1.4%
2322 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 10,127.0 $108K $10.69 -4.6%
2323 CIG CIA ENERGETICA DE MINAS GERA Utilities 54,014.0 $108K +11K +25.6% $2.00 +7.5%
2324 MORGAN STANLEY ETF TRUST 2,140.0 $108K NEW $50.41
2325 FTRE FORTREA HLDGS INC Healthcare 6,250.0 $108K -403.0 -6.1% $17.25 +2.3%
2326 NJR NEW JERSEY RES CORP Utilities 2,337.0 $108K -790.0 -25.3% $46.12 +24.9%
2327 SDHC SMITH DOUGLAS HOMES CORP Real Estate 6,415.0 $108K +627.0 +10.8% $16.77 -12.9%
2328 HAYW HAYWARD HLDGS INC Industrials 6,952.0 $107K +557.0 +8.7% $15.45 +6.7%
2329 CNK CINEMARK HLDGS INC Communication Services 4,612.0 $107K -120.0 -2.5% $23.24 +43.9%
2330 BILL BILL HOLDINGS INC Technology 1,962.0 $107K +52.0 +2.7% $54.54 -34.9%
2331 VCV INVESCO CALIF VALUE MUN INCO Financial Services 9,590.0 $107K $11.13 -3.9%
2332 LAND GLADSTONE LD CORP Real Estate 11,653.0 $107K +569.0 +5.1% $9.15 -5.9%
2333 SGU STAR GROUP L P Energy 9,000.0 $107K $11.84 +9.2%
2334 WVE WAVE LIFE SCIENCES LTD Healthcare 6,263.0 $106K -1K -18.5% $17.00 -65.7%
2335 USFR WISDOMTREE TR 2,105.0 $106K -6K -74.5% $50.32 +0.0%
2336 QQA INVESCO ACTIVELY MANAGED EXC 1,990.0 $106K NEW $53.02 +5.2%
2337 PJT PJT PARTNERS INC Financial Services 630.0 $105K -25.0 -3.8% $167.20 -9.3%
2338 NPK NATIONAL PRESTO INDS INC Industrials 986.0 $105K $106.76 +17.1%
2339 MLAB MESA LABS INC Technology 1,337.0 $105K +635.0 +90.5% $78.50 +30.5%
2340 IYE ISHARES TR 2,203.0 $105K -281.0 -11.3% $47.54 +20.4%
Page 117 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%