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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 142 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 PTF INVESCO EXCHANGE TRADED FD T 490.0 $37K $76.49 +64.8%
2822 CRK COMSTOCK RES INC Energy 1,616.0 $37K $23.18 -38.3%
2823 PFLT PENNANTPARK FLOATING RATE CA Financial Services 4,000.0 $37K $9.27 -20.2%
2824 HTH HILLTOP HOLDINGS INC Financial Services 1,090.0 $37K -6.0 -0.6% $33.94 +17.7%
2825 SDOG ALPS ETF TR 611.0 $37K +211.0 +52.8% $60.47 +14.5%
2826 TRST TRUSTCO BK CORP N Y Financial Services 890.0 $37K $41.33 +32.3%
2827 IVOG VANGUARD ADMIRAL FDS INC 305.0 $37K $120.20 +19.4%
2828 THNQ EXCHANGE TRADED CONCEPTS TRU 576.0 $37K $63.49 +34.4%
2829 PBI PITNEY BOWES INC Industrials 3,437.0 $36K $10.57 +67.2%
2830 DAVA ENDAVA PLC Technology 5,747.0 $36K -15K -72.9% $6.32 -55.1%
2831 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 2,447.0 $36K -22.0 -0.9% $14.82 -5.1%
2832 TWFG INC 1,257.0 $36K -62.0 -4.7% $28.77
2833 FITE SPDR SERIES TRUST 422.0 $36K $85.33 +23.4%
2834 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 4,522.0 $36K +187.0 +4.3% $7.96 -17.7%
2835 CENTRAIS ELET BRAS SA 3,843.0 $36K NEW $9.36
2836 PEBO PEOPLES BANCORP INC Financial Services 1,196.0 $36K $30.03 +28.3%
2837 ALEXANDER & BALDWIN INC NEW 1,737.0 $36K -75.0 -4.1% $20.64
2838 CENX CENTURY ALUM CO Basic Materials 915.0 $36K +550.0 +150.7% $39.18 +18.2%
2839 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 1,276.0 $36K $28.06 -46.7%
2840 ALX ALEXANDERS INC Real Estate 164.0 $36K -10.0 -5.8% $217.94 +26.1%
Page 142 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%