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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 45 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ASB ASSOCIATED BANC CORP Financial Services 78,658.0 $2.0M 0.00% -2K -2.5% $25.76 +21.7%
882 IRM IRON MTN INC DEL Real Estate 24,427.0 $2.0M 0.00% -2K -6.8% $82.95 +59.7%
883 DFUS DIMENSIONAL ETF TRUST 27,250.0 $2.0M 0.00% $74.17 +8.0%
884 ON ON SEMICONDUCTOR CORP Technology 37,163.0 $2.0M 0.00% -1K -2.9% $54.15 +67.4%
885 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,823.0 $2.0M 0.00% +638.0 +15.2% $416.78 -28.5%
886 FAF FIRST AMERN FINL CORP Financial Services 32,651.0 $2.0M 0.00% $61.44 +9.1%
887 IOO ISHARES TR 15,799.0 $2.0M 0.00% +1K +7.5% $126.67 +5.6%
888 SANDISK CORP 8,323.0 $2.0M 0.00% +102.0 +1.2% $237.38
889 ESLT ELBIT SYS LTD Industrials 3,411.0 $2.0M 0.00% +175.0 +5.4% $577.71 +23.9%
890 VLUE ISHARES TR 14,405.0 $2.0M 0.00% -427.0 -2.9% $136.73 +46.3%
891 FYC FIRST TR EXCHANGE-TRADED ALP 20,321.0 $2.0M 0.00% -7K -26.2% $96.37 +28.7%
892 TEAM ATLASSIAN CORPORATION Technology 12,060.0 $2.0M 0.00% -823.0 -6.4% $162.14 -51.4%
893 ALHC ALIGNMENT HEALTHCARE INC Healthcare 98,927.0 $2.0M 0.00% +98K +9034.5% $19.75 +17.4%
894 QTEC FIRST TR EXCHANGE-TRADED FD 8,468.0 $1.9M 0.00% -461.0 -5.2% $230.21 +37.3%
895 LTPZ PIMCO ETF TR 37,642.0 $1.9M 0.00% +30K +426.9% $51.75 -1.0%
896 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,866.0 $1.9M 0.00% +383.0 +5.9% $283.31 -7.2%
897 RDDT REDDIT INC Communication Services 8,453.0 $1.9M 0.00% +3K +49.4% $229.87 -27.4%
898 RMBS RAMBUS INC DEL Technology 21,132.0 $1.9M 0.00% +8K +65.7% $91.89 +24.9%
899 HSIC HENRY SCHEIN INC Healthcare 25,652.0 $1.9M 0.00% $75.58 +12.4%
900 WSBC WESBANCO INC Financial Services 58,307.0 $1.9M 0.00% -1K -2.2% $33.24 +16.7%
Page 45 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%