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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 126 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 PWB INVESCO EXCHANGE TRADED FD T 602.0 $77K $127.11 +25.8%
2502 APLS APELLIS PHARMACEUTICALS INC Healthcare 3,042.0 $76K +376.0 +14.1% $25.12 +63.3%
2503 FXI ISHARES TR 1,988.0 $76K -4K -67.0% $38.29 -17.5%
2504 PIO INVESCO EXCH TRADED FD TR II 1,723.0 $76K $44.15 +2.3%
2505 CMC COMMERCIAL METALS CO Basic Materials 1,097.0 $76K +53.0 +5.1% $69.22 -0.0%
2506 HLMN HILLMAN SOLUTIONS CORP Industrials 8,727.0 $76K -4K -33.9% $8.66 -2.2%
2507 SLP SIMULATIONS PLUS INC Healthcare 4,119.0 $75K -2K -33.2% $18.23 -0.2%
2508 DCO DUCOMMUN INC DEL Industrials 785.0 $75K $95.13 +86.8%
2509 ORC ORCHID IS CAP INC Real Estate 10,260.0 $74K $7.20 -3.5%
2510 VICR VICOR CORP Technology 671.0 $74K +88.0 +15.1% $109.60 +198.3%
2511 NE NOBLE CORP PLC Energy 2,604.0 $74K -3K -56.1% $28.24 +35.7%
2512 JHMD JOHN HANCOCK EXCHANGE TRADED 1,770.0 $74K NEW $41.54 +6.2%
2513 NUVEEN S&P 500 BUY-WRITE INC 5,000.0 $74K $14.70
2514 RQI COHEN & STEERS QUALITY INCOM Financial Services 6,422.0 $73K $11.42 +9.0%
2515 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 2,433.0 $73K +34.0 +1.4% $30.09 +40.6%
2516 KTF DWS MUN INCOME TR NEW Financial Services 8,053.0 $73K $9.09 +1.8%
2517 LBRDA LIBERTY BROADBAND CORP Communication Services 1,508.0 $73K -2K -59.3% $48.28 -35.1%
2518 HYD VANECK ETF TRUST 1,424.0 $73K +885.0 +164.2% $51.12 +0.7%
2519 NVDY TIDAL TRUST II 4,973.0 $73K $14.61 -17.7%
2520 CELC CELCUITY INC Healthcare 728.0 $73K +22.0 +3.1% $99.74 +0.2%
Page 126 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%