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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 132 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 2,744.0 $59K -8K -73.6% $21.56 -37.8%
2622 SBLK STAR BULK CARRIERS CORP. Industrials 3,074.0 $59K $19.22 +27.0%
2623 VCYT VERACYTE INC Healthcare 1,403.0 $59K +31.0 +2.3% $42.10 +43.7%
2624 OUSA ALPS ETF TR 1,022.0 $59K -50.0 -4.7% $57.70 +0.5%
2625 MIRM MIRUM PHARMACEUTICALS INC Healthcare 745.0 $59K -771.0 -50.9% $78.99 +56.7%
2626 KIO KKR INCOME OPPORTUNITIES FD Financial Services 5,076.0 $59K $11.59 -3.4%
2627 JMST J P MORGAN EXCHANGE TRADED F 1,153.0 $59K $50.94 +0.1%
2628 BLACKROCK MUNI INCOME TR II 5,609.0 $59K $10.44
2629 HIFS HINGHAM INSTN SVGS MASS Financial Services 206.0 $58K $283.96 +8.6%
2630 PID INVESCO EXCHANGE TRADED FD T 2,647.0 $58K +143.0 +5.7% $22.00 +1.9%
2631 SPMB SPDR SERIES TRUST 2,579.0 $58K -3K -50.9% $22.41 -0.0%
2632 RDVI FIRST TR EXCHANGE-TRADED FD 2,200.0 $58K $26.24 +10.0%
2633 AMN AMN HEALTHCARE SVCS INC Healthcare 3,629.0 $57K -3K -44.3% $15.76 +107.9%
2634 IE IVANHOE ELECTRIC INC Technology 3,578.0 $57K -291.0 -7.5% $15.98 -42.6%
2635 WMG WARNER MUSIC GROUP CORP Communication Services 1,860.0 $57K +131.0 +7.6% $30.67 -12.1%
2636 SUZ SUZANO S A Basic Materials 6,107.0 $57K -81K -93.0% $9.34 -17.3%
2637 KINIKSA PHARMACEUTICALS INTL 1,380.0 $57K $41.25
2638 THFF FIRST FINANCIAL CORPORATION Financial Services 941.0 $57K $60.42 +28.5%
2639 GCI LIBERTY INC 1,525.0 $57K -601.0 -28.3% $37.21
2640 AI C3 AI INC Technology 4,205.0 $57K +711.0 +20.4% $13.48 -34.0%
Page 132 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%