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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 122 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 DIV GLOBAL X FDS 5,320.0 $92K $17.32 +11.5%
2422 SDIV GLOBAL X FDS 3,833.0 $92K NEW $24.03 +1.5%
2423 CC CHEMOURS CO Basic Materials 7,791.0 $92K -738.0 -8.7% $11.79 +75.9%
2424 RDN RADIAN GROUP INC Financial Services 2,541.0 $91K -73.0 -2.8% $35.99 +4.2%
2425 NOV NOV INC Energy 5,838.0 $91K +543.0 +10.2% $15.63 +19.4%
2426 FNCL FIDELITY COVINGTON TRUST 1,173.0 $91K $77.74 -1.6%
2427 DFSB DIMENSIONAL ETF TRUST 1,755.0 $91K NEW $51.80 +0.8%
2428 ELME COMMUNITIES 5,224.0 $91K +1K +27.2% $17.40
2429 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 7,725.0 $91K +5K +166.4% $11.74 +0.1%
2430 SHC SOTERA HEALTH CO Healthcare 5,117.0 $90K $17.64 -1.5%
2431 RCAT RED CAT HLDGS INC Technology 11,372.0 $90K +11K +2174.4% $7.93 +17.0%
2432 WSR WHITESTONE REIT Real Estate 6,487.0 $90K -448.0 -6.5% $13.89 +36.6%
2433 GRPM INVESCO EXCHANGE TRADED FD T 749.0 $90K -25.0 -3.2% $120.01 +7.4%
2434 ISHARES TR 4,095.0 $90K $21.95
2435 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 4,944.0 $90K -111.0 -2.2% $18.15 -5.6%
2436 ACHR ARCHER AVIATION INC Industrials 11,919.0 $90K -7K -38.6% $7.52 -35.2%
2437 CLH CLEAN HARBORS INC Industrials 382.0 $90K +8.0 +2.1% $234.48 +28.6%
2438 AWI ARMSTRONG WORLD INDS INC NEW Industrials 467.0 $89K -42.0 -8.2% $191.11 -15.1%
2439 DAX GLOBAL X FDS 1,952.0 $89K $45.62 -3.0%
2440 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 3,878.0 $89K -120.0 -3.0% $22.92 +17.0%
Page 122 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%