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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 58 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 BRKR BRUKER CORP Healthcare 21,389.0 $1.0M 0.00% +4K +22.6% $47.11 +29.3%
1142 L LOEWS CORP Financial Services 9,534.0 $1.0M 0.00% +113.0 +1.2% $105.31 +7.5%
1143 SPBO SPDR SERIES TRUST 34,181.0 $1.0M 0.00% +33K +3959.5% $29.34 -0.6%
1144 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 18,603.0 $1.0M 0.00% +2K +12.8% $53.90 -10.8%
1145 DFAS DIMENSIONAL ETF TRUST 14,374.0 $1.0M 0.00% $69.67 +17.5%
1146 FTS FORTIS INC Utilities 19,231.0 $999K 0.00% +861.0 +4.7% $51.94 +12.1%
1147 VGK VANGUARD INTL EQUITY INDEX F 11,933.0 $998K 0.00% +1K +11.9% $83.61 +4.2%
1148 VCEL VERICEL CORP Healthcare 27,699.0 $997K 0.00% +26K +1219.6% $36.01 +28.4%
1149 SUN SUNOCO LP/SUNOCO FIN CORP Energy 18,984.0 $995K 0.00% $52.41 +26.9%
1150 AOS SMITH A O CORP Industrials 14,785.0 $989K 0.00% -478.0 -3.1% $66.88 -7.7%
1151 ELAN ELANCO ANIMAL HEALTH INC Healthcare 43,613.0 $987K 0.00% $22.63 +8.6%
1152 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 14,602.0 $984K 0.00% -1K -8.7% $67.39 +13.3%
1153 AVUV AMERICAN CENTY ETF TR 9,639.0 $983K 0.00% +2K +21.5% $101.98 +22.5%
1154 HOLOGIC INC 13,181.0 $982K 0.00% -8K -39.2% $74.49
1155 PJUL INNOVATOR ETFS TRUST 21,094.0 $979K 0.00% -5K -17.7% $46.43 +5.1%
1156 CROX CROCS INC Consumer Cyclical 11,414.0 $976K 0.00% -2K -14.6% $85.52 +49.4%
1157 BOTZ GLOBAL X FDS 26,937.0 $976K 0.00% $36.23 -0.6%
1158 OMF ONEMAIN HLDGS INC Financial Services 14,417.0 $974K 0.00% -944.0 -6.2% $67.55 -10.5%
1159 PUK PRUDENTIAL PLC Financial Services 31,256.0 $973K 0.00% +1K +4.6% $31.12 -14.5%
1160 NEBIUS GROUP N.V. 11,616.0 $972K 0.00% +2K +24.3% $83.70
Page 58 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%