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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 44 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 131,478.0 $2.1M 0.00% +4K +3.4% $16.24 +27.2%
862 BIO BIO RAD LABS INC Healthcare 7,043.0 $2.1M 0.00% -946.0 -11.8% $302.99 -2.7%
863 NTR NUTRIEN LTD Basic Materials 34,531.0 $2.1M 0.00% $61.72 -1.6%
864 KVUE KENVUE INC Consumer Defensive 121,937.0 $2.1M 0.00% -27K -17.9% $17.25 +9.9%
865 ICLR ICON PLC Healthcare 11,507.0 $2.1M 0.00% +179.0 +1.6% $182.22 -6.9%
866 EWBC EAST WEST BANCORP INC Financial Services 18,633.0 $2.1M 0.00% -4K -16.0% $112.39 +15.5%
867 CSL CARLISLE COS INC Industrials 6,529.0 $2.1M 0.00% -2K -21.5% $319.84 +20.7%
868 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,236.0 $2.1M 0.00% -410.0 -7.3% $397.65 -26.0%
869 SPXC SPX TECHNOLOGIES INC Industrials 10,397.0 $2.1M 0.00% +4K +51.8% $200.06 +22.4%
870 BRBR BELLRING BRANDS INC Consumer Defensive 77,559.0 $2.1M 0.00% -2K -3.1% $26.73 -57.6%
871 BZ KANZHUN LIMITED Industrials 101,256.0 $2.1M 0.00% +99K +4952.7% $20.38 -35.0%
872 WPC WP CAREY INC Real Estate 31,954.0 $2.1M 0.00% -648.0 -2.0% $64.36 +15.1%
873 CDW CDW CORP Technology 15,096.0 $2.1M 0.00% -3K -18.5% $136.20 -4.2%
874 FDL FIRST TR EXCHANGE-TRADED FD 46,348.0 $2.1M 0.00% +2K +4.0% $44.34 +11.6%
875 KB KB FINL GROUP INC Financial Services 23,885.0 $2.1M 0.00% -4K -13.9% $86.04 +15.3%
876 TNC TENNANT CO Industrials 27,749.0 $2.0M 0.00% -888.0 -3.1% $73.70 +22.2%
877 MDB MONGODB INC Technology 4,868.0 $2.0M 0.00% +1K +28.1% $419.69 -26.4%
878 MDYG SPDR SERIES TRUST 22,081.0 $2.0M 0.00% $92.43 +19.1%
879 HMC HONDA MOTOR LTD Consumer Cyclical 68,908.0 $2.0M 0.00% -2K -2.9% $29.48 -8.9%
880 COLB COLUMBIA BKG SYS INC Financial Services 72,613.0 $2.0M 0.00% -3K -3.6% $27.95 +14.6%
Page 44 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%