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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 151 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 UTMD UTAH MED PRODS INC Healthcare 436.0 $24K +22.0 +5.3% $55.96 +19.5%
3002 PLUG PLUG POWER INC Industrials 12,366.0 $24K +2K +22.8% $1.97 +30.5%
3003 DLS WISDOMTREE TR 300.0 $24K $81.01 +3.2%
3004 GNL GLOBAL NET LEASE INC Real Estate 2,822.0 $24K $8.60 +5.0%
3005 CLDT CHATHAM LODGING TR Real Estate 3,560.0 $24K +3K +819.9% $6.81 +95.9%
3006 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 2,000.0 $24K -2K -50.0% $12.08 +44.4%
3007 DAVE INC 109.0 $24K -1K -92.9% $221.41
3008 GNK GENCO SHIPPING & TRADING LTD Industrials 1,301.0 $24K $18.43 +27.2%
3009 ARI APOLLO COML REAL EST FIN INC Real Estate 2,469.0 $24K +87.0 +3.6% $9.68 +11.3%
3010 NSIT INSIGHT ENTERPRISES INC Technology 292.0 $24K -80.0 -21.5% $81.47 +39.8%
3011 NJAN INNOVATOR ETFS TRUST 433.0 $24K $54.92 +6.4%
3012 AEF ABRDN EMERGING MARKETS EX CH Financial Services 3,395.0 $24K $7.00 +33.9%
3013 RUSSELL INVTS EXCHANGE TRADE 800.0 $24K NEW $29.69
3014 CORT CORCEPT THERAPEUTICS INC Healthcare 682.0 $24K -104.0 -13.2% $34.80 +143.5%
3015 NJUL INNOVATOR ETFS TRUST 325.0 $24K $72.62 +6.4%
3016 DHIL DIAMOND HILL INVT GROUP INC Financial Services 139.0 $24K -11.0 -7.3% $169.50 +3.2%
3017 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 2,470.0 $24K $9.53 -0.5%
3018 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 504.0 $24K -141.0 -21.9% $46.69 -15.2%
3019 XTEN BONDBLOXX ETF TRUST 509.0 $24K $46.22 -0.9%
3020 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 732.0 $24K -8.0 -1.1% $32.14 +5.8%
Page 151 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%