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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 137 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 NSA NATIONAL STORAGE AFFILIATES Real Estate 1,705.0 $48K +379.0 +28.6% $28.21 +61.0%
2722 FICS FIRST TR EXCHANGE TRADED FD 1,191.0 $48K $40.11 +3.5%
2723 NUVEEN CR STRATEGIES INCOME 9,494.0 $48K +5K +111.3% $5.02
2724 VTWG VANGUARD SCOTTSDALE FDS 200.0 $47K $235.99 +20.3%
2725 CAC CAMDEN NATL CORP Financial Services 1,078.0 $47K -106.0 -8.9% $43.38 +25.2%
2726 ENIC ENEL CHILE S.A. Utilities 11,541.0 $46K $4.02 +9.9%
2727 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 626.0 $46K -37.0 -5.6% $74.03 +43.6%
2728 TRNS TRANSCAT INC Industrials 815.0 $46K -1K -56.1% $56.73 +62.6%
2729 FNDC SCHWAB STRATEGIC TR 1,034.0 $46K $44.55 +8.4%
2730 EXI ISHARES TR 262.0 $46K $175.34 +12.1%
2731 HTO H2O AMERICA Utilities 928.0 $45K -354.0 -27.6% $48.99 +23.9%
2732 ARKF ARK ETF TR 951.0 $45K $47.63 -17.7%
2733 CNXC CONCENTRIX CORP Technology 1,086.0 $45K -3K -71.6% $41.59 -39.9%
2734 WFG WEST FRASER TIMBER CO LTD Basic Materials 739.0 $45K $61.11 +13.7%
2735 RODM LATTICE STRATEGIES TR 1,220.0 $45K $36.98 +9.0%
2736 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,738.0 $45K $25.82 -27.0%
2737 RNG RINGCENTRAL INC Technology 1,553.0 $45K +150.0 +10.7% $28.88 +28.7%
2738 AMRIZE LTD 828.0 $45K +46.0 +5.9% $54.08
2739 BLACKROCK MUNIVEST FD INC 6,461.0 $45K $6.93
2740 DMLP DORCHESTER MINERALS LP Energy 2,000.0 $45K $22.36 +14.6%
Page 137 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%