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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 120 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 FSMB FIRST TR EXCH TRADED FD III 4,890.0 $98K +1K +36.4% $20.04 -0.2%
2382 HAE HAEMONETICS CORP MASS Healthcare 1,222.0 $98K +764.0 +166.8% $80.15 -3.6%
2383 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 2,990.0 $98K $32.65 +65.1%
2384 CIFR CIPHER MINING INC Financial Services 6,601.0 $97K +6K +3608.4% $14.76 +75.7%
2385 ILCV ISHARES TR 1,032.0 $97K +495.0 +92.2% $94.36 +6.9%
2386 HYGH ISHARES U S ETF TR 1,129.0 $97K $86.20 +0.2%
2387 FIDU FIDELITY COVINGTON TRUST 1,178.0 $97K $82.51 +17.8%
2388 EQIN COLUMBIA ETF TR I 2,046.0 $97K NEW $47.49 +8.6%
2389 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 18,298.0 $97K $5.30 +0.4%
2390 CVM CEL-SCI CORP Healthcare 18,413.0 $97K +10K +111.8% $5.26 -78.9%
2391 RXO RXO INC Industrials 7,625.0 $96K -1K -15.8% $12.64 +114.6%
2392 IGE ISHARES TR 1,918.0 $96K $50.20 +13.5%
2393 DLB DOLBY LABORATORIES INC Technology 1,494.0 $96K +65.0 +4.5% $64.22 -16.7%
2394 DIHP DIMENSIONAL ETF TRUST 3,024.0 $96K -828.0 -21.5% $31.67 +6.6%
2395 IHF ISHARES TR 1,993.0 $96K -222.0 -10.0% $47.94 +16.0%
2396 GUSE GOLDMAN SACHS ETF TR 2,361.0 $96K NEW $40.46 +9.1%
2397 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 15,150.0 $95K $6.30 -23.3%
2398 EVSM MORGAN STANLEY ETF TRUST 1,889.0 $95K +2K +7165.4% $50.37 +0.1%
2399 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 4,521.0 $95K $21.01 +1.4%
2400 RLTY COHEN & STEERS REAL ESTATE O Financial Services 6,451.0 $95K $14.70 +7.8%
Page 120 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%