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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 140 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 CDP COPT DEFENSE PROPERTIES Real Estate 1,476.0 $41K -137.0 -8.5% $27.80 +30.7%
2782 BCO BRINKS CO Industrials 350.0 $41K -36.0 -9.3% $116.73 -19.4%
2783 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 2,871.0 $41K -5K -64.4% $14.19 +93.2%
2784 ACLS AXCELIS TECHNOLOGIES INC Technology 507.0 $41K +43.0 +9.3% $80.34 +115.6%
2785 VLYPN VALLEY NATL BANCORP Financial Services 3,483.0 $41K $11.68 +117.9%
2786 NUV NUVEEN MUN VALUE FD INC Financial Services 4,490.0 $41K +3K +349.0% $9.06 +1.8%
2787 WKC WORLD KINECT CORPORATION Energy 1,735.0 $41K +390.0 +29.0% $23.43 +37.4%
2788 QTRX QUANTERIX CORP Healthcare 6,357.0 $40K +6K +10000.0% $6.36 -32.1%
2789 CRI CARTERS INC Consumer Cyclical 1,245.0 $40K +14.0 +1.1% $32.44 +33.7%
2790 DARE BIOSCIENCE INC 20,920.0 $40K NEW $1.93
2791 PGNY PROGYNY INC Healthcare 1,564.0 $40K -154.0 -9.0% $25.68 +11.0%
2792 IEV ISHARES TR 585.0 $40K $68.60 +4.6%
2793 FTCA PUTNAM ETF TRUST 5,481.0 $40K NEW $7.32 +1.2%
2794 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,117.0 $40K +63.0 +3.1% $18.94 +14.2%
2795 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 23.0 $40K $1741.61 -87.2%
2796 DFSV DIMENSIONAL ETF TRUST 1,217.0 $40K +196.0 +19.2% $32.89 +18.2%
2797 WEAT TEUCRIUM COMMODITY TR Financial Services 2,000.0 $40K NEW $19.97 +11.0%
2798 OII OCEANEERING INTL INC Energy 1,648.0 $40K -24.0 -1.4% $24.03 +66.6%
2799 CHY CALAMOS CONV & HIGH INCOME F Financial Services 3,500.0 $40K $11.31 +16.4%
2800 SPRX LISTED FDS TR 1,024.0 $39K $38.50 +37.6%
Page 140 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%