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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 149 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 SPY PUT SPDR S&P 500 ETF TR Financial Services 49.0 $27K +9.0 +22.5% $547.47 +34.1%
2962 YMM FULL TRUCK ALLIANCE CO LTD Technology 2,500.0 $27K $10.73 -28.5%
2963 EBF ENNIS INC Industrials 1,477.0 $27K +41.0 +2.9% $18.01 +18.6%
2964 PVI INVESCO EXCH TRADED FD TR II 1,067.0 $27K $24.92 -0.4%
2965 FTRI FIRST TR EXCHANGE TRADED FD 1,694.0 $27K -64K -97.4% $15.67 +2.1%
2966 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 930.0 $27K -2K -64.1% $28.52 +0.3%
2967 TYG TORTOISE ENERGY INFRA CORP Financial Services 647.0 $26K NEW $40.90 +5.4%
2968 TIGO MILLICOM INTL CELLULAR S A Communication Services 476.0 $26K +70.0 +17.2% $55.44 +61.0%
2969 FELV FIDELITY COVINGTON TRUST 761.0 $26K -2K -70.9% $34.66 +15.7%
2970 INVX INNOVEX INTERNATIONAL INC Energy 1,203.0 $26K +80.0 +7.1% $21.87 +15.2%
2971 RUM RUMBLE INC Technology 4,153.0 $26K +88.0 +2.2% $6.32 -1.5%
2972 QQQJ INVESCO EXCH TRADED FD TR II 710.0 $26K +10.0 +1.4% $36.85 +20.9%
2973 PFIX SIMPLIFY EXCHANGE TRADED FUN 545.0 $26K +400.0 +275.9% $47.93 -11.4%
2974 CLFD CLEARFIELD INC Technology 896.0 $26K +19.0 +2.2% $29.15 +27.4%
2975 APOGEE THERAPEUTICS INC 346.0 $26K -54.0 -13.5% $75.48
2976 NIC NICOLET BANKSHARES INC Financial Services 215.0 $26K $121.30 +33.9%
2977 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 3,067.0 $26K +3K +545.7% $8.50 +8.2%
2978 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 357.0 $26K +9.0 +2.6% $72.88 +22.6%
2979 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 626.0 $26K $41.32 -35.0%
2980 MSEX MIDDLESEX WTR CO Utilities 513.0 $26K -312.0 -37.8% $50.42 +8.8%
Page 149 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%