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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 147 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 1,172.0 $29K -64.0 -5.2% $24.83 -37.0%
2922 HBNC HORIZON BANCORP INC Financial Services 1,713.0 $29K $16.96 +19.6%
2923 IGR CBRE GBL REAL ESTATE INC FD Financial Services 6,611.0 $29K -2K -27.1% $4.38 +4.8%
2924 RSPD INVESCO EXCHANGE TRADED FD T 507.0 $29K $57.03 -1.2%
2925 VSAT VIASAT INC Technology 839.0 $29K -4K -82.4% $34.46 +79.8%
2926 TU TELUS CORPORATION Communication Services 2,194.0 $29K -100.0 -4.4% $13.17 -15.7%
2927 LCID LUCID GROUP INC Consumer Cyclical 2,728.0 $29K -5K -62.3% $10.57 -44.0%
2928 ESML ISHARES TR 625.0 $29K $45.98 +20.2%
2929 DEMZ ADVISORS INNER CIRCLE FD III 672.0 $29K -2K -70.3% $42.66 +8.9%
2930 JPIB J P MORGAN EXCHANGE TRADED F 585.0 $28K -2K -73.5% $48.70 -0.7%
2931 IVES WEDBUSH SER TR 900.0 $28K $31.61 +14.4%
2932 CRGY CRESCENT ENERGY COMPANY Energy 3,375.0 $28K +1K +46.8% $8.39 +20.6%
2933 MDIV FIRST TR EXCHANGE TRADED FD 1,800.0 $28K $15.72 +5.2%
2934 ECPG ENCORE CAP GROUP INC Financial Services 518.0 $28K -8.0 -1.5% $54.35 +66.7%
2935 RPD RAPID7 INC Technology 1,851.0 $28K +317.0 +20.7% $15.20 -49.9%
2936 XPLR INFRASTRUCTURE LP 2,800.0 $28K $10.00
2937 XYLD GLOBAL X FDS 689.0 $28K -1K -64.6% $40.63 -1.0%
2938 VREX VAREX IMAGING CORP Healthcare 2,402.0 $28K -141.0 -5.5% $11.65 -11.7%
2939 PSCC INVESCO EXCH TRADED FD TR II 900.0 $28K $31.08 +15.9%
2940 MATIV HOLDINGS INC 2,298.0 $28K $12.15
Page 147 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%