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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 25 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HWM HOWMET AEROSPACE INC Industrials 39,535.0 $8.1M 0.01% $205.02 +34.7%
482 USSG DBX ETF TR 127,042.0 $8.1M 0.01% -1K -1.0% $63.51 +6.8%
483 SPAB SPDR SERIES TRUST 313,123.0 $8.1M 0.01% -837K -72.8% $25.75 -0.7%
484 TSCO TRACTOR SUPPLY CO Consumer Cyclical 161,206.0 $8.1M 0.01% -3K -1.5% $50.01 -39.9%
485 CANADIAN PACIFIC KANSAS CITY 108,413.0 $8.0M 0.01% -3K -2.4% $73.63
486 RIO RIO TINTO PLC Basic Materials 99,457.0 $8.0M 0.01% +8K +8.6% $80.03 +17.5%
487 PZA INVESCO EXCH TRADED FD TR II 341,052.0 $7.9M 0.01% +33K +10.7% $23.19 +1.1%
488 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 27,464.0 $7.9M 0.01% +1K +5.0% $287.25 +19.6%
489 FINW FINWISE BANCORP Financial Services 439,048.0 $7.9M 0.01% +10K +2.3% $17.94 -18.6%
490 PSTG PURE STORAGE INC Technology 117,444.0 $7.9M 0.01% +3K +2.8% $67.01 +11.3%
491 ACGL ARCH CAP GROUP LTD Financial Services 81,998.0 $7.9M 0.01% +6K +8.3% $95.92 -1.0%
492 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 161,615.0 $7.9M 0.01% NEW $48.58 +78.4%
493 HUM HUMANA INC Healthcare 30,052.0 $7.7M 0.01% -2K -5.0% $256.13 +41.2%
494 RGA REINSURANCE GRP OF AMERICA I Financial Services 37,547.0 $7.6M 0.01% -3K -8.5% $203.48 +2.1%
495 PKG PACKAGING CORP AMER Consumer Cyclical 36,964.0 $7.6M 0.01% -3K -7.1% $206.23 +15.3%
496 VXUS VANGUARD STAR FDS 100,903.0 $7.6M 0.01% +10K +11.2% $75.44 +11.8%
497 SNDR SCHNEIDER NATIONAL INC Industrials 286,189.0 $7.6M 0.01% $26.53 +31.8%
498 MET METLIFE INC Financial Services 96,140.0 $7.6M 0.01% -5K -5.2% $78.94 +7.2%
499 NOBL PROSHARES TR 72,463.0 $7.5M 0.01% -542.0 -0.7% $104.07 -46.8%
500 UNM UNUM GROUP Financial Services 96,897.0 $7.5M 0.01% $77.50 +14.4%
Page 25 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%