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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 37 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DFAT DIMENSIONAL ETF TRUST 56,195.0 $3.3M 0.00% +10K +22.1% $59.54 +16.9%
722 EVEREST GROUP LTD 9,787.0 $3.3M 0.00% +2K +20.7% $339.35
723 NTRS NORTHERN TR CORP Financial Services 24,095.0 $3.3M 0.00% +986.0 +4.3% $136.59 +28.8%
724 F FORD MTR CO Consumer Cyclical 249,249.0 $3.3M 0.00% +5K +1.9% $13.12 +7.5%
725 COIN COINBASE GLOBAL INC Financial Services 14,435.0 $3.3M 0.00% +2K +14.2% $226.14 -37.0%
726 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 47,613.0 $3.3M 0.00% -3K -6.1% $68.36 -32.9%
727 SU SUNCOR ENERGY INC NEW Energy 73,325.0 $3.3M 0.00% +6K +9.6% $44.36 +22.5%
728 TECHNIPFMC PLC 72,936.0 $3.3M 0.00% +4K +5.8% $44.56
729 XLG INVESCO EXCHANGE TRADED FD T 54,622.0 $3.2M 0.00% +800.0 +1.5% $59.28 +0.5%
730 DDOG DATADOG INC Technology 23,804.0 $3.2M 0.00% -884.0 -3.6% $135.99 +62.5%
731 BMO BANK MONTREAL QUE Financial Services 24,860.0 $3.2M 0.00% +2K +9.8% $129.79 +34.7%
732 GPC GENUINE PARTS CO Consumer Cyclical 26,019.0 $3.2M 0.00% +808.0 +3.2% $122.96 -8.1%
733 CWB SPDR SERIES TRUST 35,848.0 $3.2M 0.00% +18K +97.9% $89.20 +20.5%
734 ODFL OLD DOMINION FREIGHT LINE IN Industrials 20,302.0 $3.2M 0.00% +227.0 +1.1% $156.80 +40.4%
735 USMC PRINCIPAL EXCHANGE TRADED FD 46,489.0 $3.2M 0.00% +2K +4.9% $68.45 +6.4%
736 AER AERCAP HOLDINGS NV Industrials 22,018.0 $3.2M 0.00% +184.0 +0.8% $143.76 +4.4%
737 MGEE MGE ENERGY INC Utilities 40,200.0 $3.2M 0.00% -303.0 -0.8% $78.42 +0.6%
738 SEIC SEI INVTS CO Financial Services 38,368.0 $3.1M 0.00% $82.03 +7.2%
739 WF WOORI FINL GROUP INC Financial Services 53,469.0 $3.1M 0.00% +4K +7.1% $58.79 -2.4%
740 YJUN FIRST TR EXCHNG TRADED FD VI 122,575.0 $3.1M 0.00% -5K -4.0% $25.64 +4.3%
Page 37 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%