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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 154 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 LBRT LIBERTY ENERGY INC Energy 1,145.0 $21K -5K -81.9% $18.46 +47.6%
3062 LOB LIVE OAK BANCSHARES INC Financial Services 615.0 $21K -6K -90.5% $34.35 +19.2%
3063 SPTI SPDR SERIES TRUST 724.0 $21K +171.0 +30.9% $28.84 -1.4%
3064 SLVM SYLVAMO CORP Basic Materials 433.0 $21K -110.0 -20.3% $48.15 -18.1%
3065 CGMS CAPITAL GRP FIXED INCM ETF T 750.0 $21K $27.62 -0.5%
3066 EXTR EXTREME NETWORKS Technology 1,232.0 $21K $16.65 +85.9%
3067 XRPC CANARY XRP ETF 1,051.0 $20K NEW $19.45 -43.6%
3068 BYRN BYRNA TECHNOLOGIES INC Industrials 1,215.0 $20K -17.0 -1.4% $16.79 -66.5%
3069 MNSB MAINSTREET BANCSHARES INC Financial Services 1,000.0 $20K $20.36 +19.3%
3070 PPIH PERMA-PIPE INTL HLDGS INC Industrials 668.0 $20K $30.36 -10.1%
3071 VIOO VANGUARD ADMIRAL FDS INC 182.0 $20K -8.0 -4.2% $110.96 +22.1%
3072 ATEC ALPHATEC HLDGS INC Healthcare 959.0 $20K $21.04 -58.0%
3073 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 616.0 $20K $32.74 +32.8%
3074 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 2,000.0 $20K +1K +100.0% $10.08 +3.2%
3075 NOVA MINERALS LTD 3,300.0 $20K NEW $6.11
3076 GSEU GOLDMAN SACHS ETF TR 440.0 $20K $45.69 +5.5%
3077 ANYWHERE REAL ESTATE INC 1,419.0 $20K +256.0 +22.0% $14.16
3078 SA SEABRIDGE GOLD INC Basic Materials 679.0 $20K $29.59 -13.7%
3079 FBND FIDELITY MERRIMACK STR TR 432.0 $20K NEW $46.04 -0.6%
3080 RYZ RYERSON HLDG CORP Consumer Defensive 788.0 $20K -71.0 -8.3% $25.16 +10.6%
Page 154 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%