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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 135 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 4,400.0 $52K $11.81 +2.2%
2682 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 943.0 $52K -678.0 -41.8% $55.09 +17.1%
2683 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 1,223.0 $52K -62.0 -4.8% $42.45 +10.2%
2684 AXGN AXOGEN INC Healthcare 1,585.0 $52K +31.0 +2.0% $32.73 +37.3%
2685 BOE BLACKROCK ENHANCED GLOBAL DI Financial Services 4,407.0 $52K +102.0 +2.4% $11.71 +1.0%
2686 MDYV SPDR SERIES TRUST 609.0 $52K -34.0 -5.3% $84.65 +11.5%
2687 MYE MYERS INDS INC Consumer Cyclical 2,753.0 $52K -5K -64.5% $18.72 +71.7%
2688 XRAY DENTSPLY SIRONA INC Healthcare 4,503.0 $51K -48K -91.5% $11.43 -3.7%
2689 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 4,063.0 $51K $12.66 +6.6%
2690 DIEBOLD NIXDORF INC 755.0 $51K +697.0 +1201.7% $67.89
2691 RC READY CAPITAL CORP Real Estate 23,498.0 $51K NEW $2.18 -18.3%
2692 SBIO ALPS ETF TR 1,000.0 $51K $51.22 +23.5%
2693 PENN PENN ENTERTAINMENT INC Consumer Cyclical 3,464.0 $51K +581.0 +20.1% $14.75 +48.3%
2694 NVDA CALL NVIDIA CORPORATION Technology 25.0 $51K +14.0 +127.3% $2034.20 -90.5%
2695 CPRX CATALYST PHARMACEUTICALS INC Healthcare 2,175.0 $51K -4K -66.9% $23.34 +35.0%
2696 ASCI ABRDN FDS 1,469.0 $51K NEW $34.49 +4.4%
2697 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 8,600.0 $51K $5.89 +35.8%
2698 FVC FIRST TR EXCHANGE TRADED FD 1,388.0 $51K +12.0 +0.9% $36.39 +16.1%
2699 FINX GLOBAL X FDS 1,715.0 $50K -400.0 -18.9% $29.43 -15.4%
2700 CALF PACER FDS TR 1,129.0 $50K +329.0 +41.1% $44.37 +14.2%
Page 135 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%