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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 125 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 1,382.0 $81K +168.0 +13.8% $58.67 -3.3%
2482 GLP GLOBAL PARTNERS LP Energy 1,934.0 $81K $41.85 +11.1%
2483 FXO FIRST TR EXCHANGE TRADED FD 1,328.0 $80K +143.0 +12.1% $60.35 +3.5%
2484 NODK NI HLDGS INC Financial Services 6,000.0 $80K $13.30 +22.8%
2485 ANAB ANAPTYSBIO INC Healthcare 1,642.0 $80K -148.0 -8.3% $48.48 +30.3%
2486 PARR PAR PAC HOLDINGS INC Energy 2,260.0 $79K +20.0 +0.9% $35.14 +55.5%
2487 TTMI TTM TECHNOLOGIES INC Technology 1,149.0 $79K +37.0 +3.3% $69.00 +177.5%
2488 BNL BROADSTONE NET LEASE INC Real Estate 4,547.0 $79K -113.0 -2.4% $17.37 +22.1%
2489 EDD MORGAN STANLEY EMERGING MKTS Financial Services 14,523.0 $79K +5K +45.7% $5.43 +8.8%
2490 WGS GENEDX HOLDINGS CORP Healthcare 605.0 $79K -555.0 -47.8% $130.06 -46.3%
2491 STNG SCORPIO TANKERS INC Energy 1,539.0 $78K $50.83 +42.8%
2492 PDS PRECISION DRILLING CORP Energy 1,083.0 $78K -105.0 -8.8% $71.88 +8.0%
2493 NBTB NBT BANCORP INC Financial Services 1,873.0 $78K +51.0 +2.8% $41.52 +19.4%
2494 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 6,004.0 $78K $12.95 -25.3%
2495 HYLB DBX ETF TR 2,102.0 $77K $36.83 -1.1%
2496 BWFG BANKWELL FINL GROUP INC Financial Services 1,689.0 $77K $45.82 +30.4%
2497 TGTX TG THERAPEUTICS INC Healthcare 2,593.0 $77K -37.0 -1.4% $29.81 +87.3%
2498 KRYS KRYSTAL BIOTECH INC Healthcare 313.0 $77K +3.0 +1.0% $246.54 +51.0%
2499 OVBC OHIO VY BANC CORP Financial Services 1,929.0 $77K $39.98 +11.5%
2500 RFV INVESCO EXCHANGE TRADED FD T 600.0 $77K $127.80 +11.9%
Page 125 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%