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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 27 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BRO BROWN & BROWN INC Financial Services 87,858.0 $7.0M 0.01% -879.0 -1.0% $79.70 -22.5%
522 EXC EXELON CORP Utilities 159,400.0 $6.9M 0.01% -2K -1.4% $43.59 +7.6%
523 AMCOR PLC 832,153.0 $6.9M 0.01% +11K +1.4% $8.34
524 EAGG ISHARES TR 144,665.0 $6.9M 0.01% +23K +19.0% $47.85 -0.8%
525 IQVIA HLDGS INC 30,574.0 $6.9M 0.01% -4K -10.4% $225.41
526 ICF ISHARES TR 115,153.0 $6.9M 0.01% -2K -1.6% $59.67 +14.5%
527 TDIV FIRST TR EXCHANGE TRADED FD 70,642.0 $6.8M 0.01% +3K +5.1% $96.84 +17.6%
528 SCHV SCHWAB STRATEGIC TR 229,945.0 $6.8M 0.01% -28K -10.9% $29.61 +16.0%
529 AWK AMERICAN WTR WKS CO INC NEW Utilities 51,501.0 $6.7M 0.01% -5K -8.4% $130.50 -0.7%
530 IGM ISHARES TR 51,966.0 $6.7M 0.01% +5K +10.8% $129.16 +21.7%
531 OMC OMNICOM GROUP INC Communication Services 82,384.0 $6.7M 0.01% +1K +1.7% $80.75 -8.8%
532 DGRO ISHARES TR 95,575.0 $6.6M 0.01% +1K +1.2% $69.42 +8.4%
533 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 417,279.0 $6.6M 0.01% +31K +8.1% $15.86 +24.9%
534 BNS BANK NOVA SCOTIA HALIFAX Financial Services 89,622.0 $6.6M 0.01% +512.0 +0.6% $73.69 +15.8%
535 O REALTY INCOME CORP Real Estate 117,132.0 $6.6M 0.01% -2K -1.9% $56.37 +10.0%
536 TRGP TARGA RES CORP Energy 35,780.0 $6.6M 0.01% +8K +26.5% $184.50 +44.3%
537 NET CLOUDFLARE INC Technology 33,403.0 $6.6M 0.01% -2K -6.3% $197.15 +13.3%
538 NDAQ NASDAQ INC Financial Services 67,413.0 $6.5M 0.01% +1K +1.8% $97.13 -16.0%
539 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,487.0 $6.5M 0.01% -176.0 -1.6% $622.66 -1.0%
540 KMI KINDER MORGAN INC DEL Energy 237,455.0 $6.5M 0.01% $27.49 +18.6%
Page 27 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%