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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 143 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 MSBI MIDLAND STATES BANCORP INC Financial Services 1,687.0 $36K +261.0 +18.3% $21.17 +47.5%
2842 CRNC CERENCE INC Technology 3,307.0 $35K +3K +316.5% $10.69 -0.7%
2843 YELP YELP INC Communication Services 1,163.0 $35K -63.0 -5.1% $30.39 -21.0%
2844 RSPT INVESCO EXCHANGE TRADED FD T 776.0 $35K -3K -76.9% $45.51 +35.9%
2845 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 335.0 $35K +19.0 +6.0% $104.67 +41.6%
2846 GDEN GOLDEN ENTMT INC Consumer Cyclical 1,288.0 $35K +221.0 +20.7% $27.19 +5.0%
2847 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 5,500.0 $35K $6.36 +1.6%
2848 CMPR CIMPRESS PLC Communication Services 525.0 $35K +8.0 +1.6% $66.59 +38.2%
2849 BYLD ISHARES TR 1,533.0 $35K NEW $22.77 -0.5%
2850 AVTR AVANTOR INC Healthcare 3,044.0 $35K -3K -52.4% $11.46 -10.3%
2851 DEI DOUGLAS EMMETT INC Real Estate 3,173.0 $35K -1K -31.3% $10.99 +8.6%
2852 TIDAL TRUST II 1,178.0 $35K NEW $29.60
2853 GGB GERDAU SA Basic Materials 9,401.0 $35K $3.69 +12.5%
2854 REMX VANECK ETF TRUST 468.0 $35K +100.0 +27.2% $73.92 +17.1%
2855 PBJ INVESCO EXCHANGE TRADED FD T 768.0 $34K $44.80 +6.8%
2856 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 2,761.0 $34K -383.0 -12.2% $12.42 +51.0%
2857 CATH GLOBAL X FDS 416.0 $34K $82.23 +6.1%
2858 DFSE DIMENSIONAL ETF TRUST 824.0 $34K NEW $41.48 +15.7%
2859 EIM EATON VANCE MUN BD FD Financial Services 3,506.0 $34K $9.73 +1.4%
2860 FMBH FIRST MID ILL BANCSHARES INC Financial Services 874.0 $34K +7.0 +0.8% $39.00 +23.4%
Page 143 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%