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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 152 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 FET FORUM ENERGY TECHNOLOGIES IN Energy 636.0 $24K NEW $36.95 +34.0%
3022 MMLP MARTIN MIDSTREAM PRTNRS L P Energy 9,000.0 $23K NEW $2.61 -18.4%
3023 TDW TIDEWATER INC NEW Energy 463.0 $23K +15.0 +3.4% $50.51 +30.2%
3024 EMLP FIRST TR EXCHANGE-TRADED FD 616.0 $23K +144.0 +30.5% $37.87 +15.6%
3025 FRHC FREEDOM HLDG CORP NEV Financial Services 191.0 $23K +57.0 +42.5% $121.68 +6.1%
3026 VFVA VANGUARD WELLINGTON FD 175.0 $23K -2K -91.8% $132.78 +10.5%
3027 INDY ISHARES TR 470.0 $23K $49.29 -11.7%
3028 BELFB BEL FUSE INC Technology 136.0 $23K +10.0 +7.9% $169.63 +82.9%
3029 GBX GREENBRIER COS INC Industrials 488.0 $23K -584.0 -54.5% $46.74 +6.8%
3030 MYGN MYRIAD GENETICS INC Healthcare 3,701.0 $23K +413.0 +12.6% $6.15 -11.7%
3031 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 1,385.0 $23K +354.0 +34.3% $16.42 +9.4%
3032 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 453.0 $23K +3.0 +0.7% $49.96 -3.1%
3033 AVBP ARRIVENT BIOPHARMA INC Healthcare 1,111.0 $22K -176.0 -13.7% $20.12 +68.1%
3034 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 536.0 $22K -202.0 -27.4% $41.70 -10.3%
3035 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 570.0 $22K -296.0 -34.2% $39.21 +6.5%
3036 EWS ISHARES INC 812.0 $22K -169.0 -17.2% $27.51 +7.5%
3037 PTLO PORTILLOS INC Consumer Cyclical 4,904.0 $22K +4K +564.5% $4.54 -3.1%
3038 OSPN ONESPAN INC Technology 1,733.0 $22K -53.0 -3.0% $12.84 +5.4%
3039 EELV INVESCO EXCH TRADED FD TR II 808.0 $22K $27.43 +1.9%
3040 CHIPMOS TECHNOLOGIES INC 748.0 $22K -196.0 -20.8% $29.63
Page 152 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%