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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 146 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 HCI HCI GROUP INC Financial Services 163.0 $31K $191.69 -6.6%
2902 ANIP ANI PHARMACEUTICALS INC Healthcare 391.0 $31K $78.94 +6.5%
2903 QCLN FIRST TR EXCHANGE-TRADED FD 692.0 $31K -30.0 -4.2% $44.59 +28.7%
2904 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 3,000.0 $31K $10.19 +2.7%
2905 SMLV SPDR SERIES TRUST 233.0 $31K +20.0 +9.4% $131.12 +18.9%
2906 IYK ISHARES TR 456.0 $31K $66.92 +9.8%
2907 REPL REPLIMUNE GROUP INC Healthcare 3,139.0 $31K +294.0 +10.3% $9.72 +12.7%
2908 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 2,500.0 $30K $12.20 +42.5%
2909 SPTL SPDR SERIES TRUST 1,146.0 $30K +1K +971.0% $26.47 +0.0%
2910 FG F&G ANNUITIES & LIFE INC Financial Services 983.0 $30K +909.0 +1228.4% $30.85 -13.0%
2911 ITM VANECK ETF TRUST 642.0 $30K $47.16 -0.3%
2912 NUS NU SKIN ENTERPRISES INC Consumer Defensive 3,139.0 $30K $9.62 -47.6%
2913 BCX BLACKROCK RES & COMMODITIES Financial Services 2,722.0 $30K NEW $10.98 -1.2%
2914 ACADIAN ASSET MANAGEMENT INC 633.0 $30K $47.00
2915 HIO WESTERN ASSET HIGH INCOME OP Financial Services 8,000.0 $30K $3.71 -3.1%
2916 NEMD NEUBERGER BERMAN ETF TRUST 565.0 $30K $52.28 +1.4%
2917 RSPH INVESCO EXCHANGE TRADED FD T 920.0 $29K $31.85 +4.4%
2918 VNM VANECK ETF TRUST 1,533.0 $29K NEW $19.08 -3.9%
2919 SPEU SPDR INDEX SHS FDS 560.0 $29K NEW $52.13 +3.8%
2920 BSOL BITWISE SOLANA STAKING ETF Financial Services 1,780.0 $29K NEW $16.40 -40.0%
Page 146 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%