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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 150 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 AVNS AVANOS MED INC Healthcare 2,297.0 $26K -2K -50.2% $11.23 +121.7%
2982 BRC BRADY CORP Industrials 329.0 $26K -5.0 -1.5% $78.37 +14.4%
2983 GEO GEO GROUP INC NEW Industrials 1,596.0 $26K +421.0 +35.8% $16.12 +81.9%
2984 TENB TENABLE HLDGS INC Technology 1,091.0 $26K -80.0 -6.8% $23.53 +16.6%
2985 BEP BROOKFIELD RENEWABLE PARTNER Utilities 950.0 $26K $26.97 +30.6%
2986 CSR CENTERSPACE Real Estate 384.0 $26K +112.0 +41.2% $66.72 -14.9%
2987 NTCT NETSCOUT SYS INC Technology 943.0 $26K -45.0 -4.5% $27.06 +49.9%
2988 YORW YORK WTR CO Utilities 799.0 $25K +443.0 +124.4% $31.84 -4.7%
2989 SCSC SCANSOURCE INC Technology 647.0 $25K -81.0 -11.1% $39.06 +29.4%
2990 GAL SSGA ACTIVE ETF TR 511.0 $25K NEW $49.45 +6.0%
2991 STBA S & T BANCORP INC Financial Services 641.0 $25K $39.35 +24.7%
2992 CGON CG ONCOLOGY INC Healthcare 607.0 $25K $41.52 +75.4%
2993 UAMY UNITED STATES ANTIMONY CORP Basic Materials 5,000.0 $25K -5K -50.0% $5.02 +36.7%
2994 ISHARES TR 1,220.0 $25K NEW $20.53
2995 PFFR ETFIS SER TR I 1,380.0 $25K $18.02 -3.3%
2996 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 1,080.0 $25K -215.0 -16.6% $23.00 +27.2%
2997 BBSI BARRETT BUSINESS SVCS INC Industrials 683.0 $25K -788.0 -53.6% $36.21 -6.1%
2998 NVCR NOVOCURE LTD Healthcare 1,910.0 $25K -1K -34.8% $12.93 +16.4%
2999 CRC CALIFORNIA RES CORP Energy 549.0 $25K -7.0 -1.3% $44.71 +20.3%
3000 MXF MEXICO FD INC Financial Services 1,218.0 $25K $20.14 +7.8%
Page 150 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%