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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 32 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 COHR COHERENT CORP Technology 25,470.0 $4.7M 0.01% -516.0 -2.0% $184.57 +120.6%
622 SOXX ISHARES TR 15,603.0 $4.7M 0.01% $301.15 +107.6%
623 WTFC WINTRUST FINL CORP Financial Services 33,556.0 $4.7M 0.01% -3K -7.8% $139.82 +15.8%
624 IOCT INNOVATOR ETFS TRUST 134,108.0 $4.7M 0.01% +132K +7408.9% $34.86 +5.7%
625 MTZ MASTEC INC Industrials 21,418.0 $4.7M 0.01% -445.0 -2.0% $217.37 +85.7%
626 BMI BADGER METER INC Technology 26,468.0 $4.6M 0.01% -991.0 -3.6% $174.41 -19.2%
627 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 16,531.0 $4.6M 0.01% -568.0 -3.3% $278.92 +15.7%
628 UMC UNITED MICROELECTRONICS CORP Technology 579,532.0 $4.6M 0.01% +38K +7.1% $7.86 +252.8%
629 DFUV DIMENSIONAL ETF TRUST 97,493.0 $4.5M 0.01% +24K +33.0% $46.59 +18.8%
630 SCHD SCHWAB STRATEGIC TR 163,875.0 $4.5M 0.01% $27.43 +16.5%
631 FTV FORTIVE CORP Technology 81,353.0 $4.5M 0.01% -17K -17.1% $55.21 +11.8%
632 GL GLOBE LIFE INC Financial Services 32,064.0 $4.5M 0.01% $139.86 +26.1%
633 SIVR ABRDN SILVER ETF TRUST Financial Services 66,206.0 $4.5M 0.01% -1K -2.2% $67.64 -18.7%
634 PODD INSULET CORP Healthcare 15,725.0 $4.5M 0.01% +419.0 +2.7% $284.24 -45.9%
635 EL LAUDER ESTEE COS INC Consumer Defensive 42,624.0 $4.5M 0.01% -1K -2.5% $104.72 -22.2%
636 IUSG ISHARES TR 26,542.0 $4.5M 0.01% -553.0 -2.0% $167.94 +8.9%
637 DIA SPDR DOW JONES INDL AVERAGE Financial Services 9,268.0 $4.5M 0.01% $480.57 +8.1%
638 SPYG SPDR SERIES TRUST 41,738.0 $4.5M 0.01% -4K -9.0% $106.70 +8.3%
639 ZG ZILLOW GROUP INC Communication Services 65,076.0 $4.4M 0.01% -12K -15.8% $68.23 -57.3%
640 BN BROOKFIELD CORP Financial Services 95,799.0 $4.4M 0.01% +42K +77.4% $45.89 -6.3%
Page 32 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%