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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 59 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 17,884.0 $971K 0.00% $54.30 +17.5%
1162 OGE OGE ENERGY CORP Utilities 22,742.0 $971K 0.00% -2K -8.1% $42.70 +16.1%
1163 KFY KORN FERRY Industrials 14,614.0 $965K 0.00% -1K -6.5% $66.02 +9.3%
1164 VITL VITAL FARMS INC Consumer Defensive 30,156.0 $963K 0.00% +27K +795.1% $31.94 -65.0%
1165 FLS FLOWSERVE CORP Industrials 13,880.0 $963K 0.00% +102.0 +0.7% $69.38 +4.6%
1166 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 24,820.0 $961K 0.00% +753.0 +3.1% $38.73 -31.9%
1167 TCOM TRIP COM GROUP LTD Consumer Cyclical 13,341.0 $959K 0.00% -1K -7.5% $71.91 -43.1%
1168 SKM SK TELECOM CO LTD Communication Services 46,467.0 $954K 0.00% -24K -34.0% $20.53 +56.2%
1169 PSO PEARSON PLC Communication Services 67,868.0 $953K 0.00% +11K +19.3% $14.04 +10.7%
1170 BE BLOOM ENERGY CORP Industrials 10,901.0 $947K 0.00% +4K +51.0% $86.89 +190.0%
1171 COMERICA INC 10,853.0 $943K 0.00% +160.0 +1.5% $86.93
1172 MDLN MEDLINE INC Healthcare 22,412.0 $941K 0.00% NEW $42.00 -7.5%
1173 KRE SPDR SERIES TRUST 14,496.0 $939K 0.00% +4K +39.8% $64.81 +15.9%
1174 FNB F N B CORP Financial Services 54,675.0 $935K 0.00% $17.10 +12.5%
1175 IDCC INTERDIGITAL INC Technology 2,936.0 $935K 0.00% +175.0 +6.3% $318.38 -13.4%
1176 HUBS HUBSPOT INC Technology 2,326.0 $933K 0.00% -401.0 -14.7% $401.30 -53.8%
1177 EQWL INVESCO EXCHANGE TRADED FD T 7,889.0 $932K 0.00% +894.0 +12.8% $118.16 +8.7%
1178 FYX FIRST TR EXCHANGE-TRADED ALP 8,216.0 $930K 0.00% +4K +75.6% $113.14 +26.3%
1179 RALLIANT CORP 18,225.0 $928K 0.00% -6K -26.1% $50.91
1180 STAG STAG INDL INC Real Estate 25,207.0 $927K 0.00% $36.76 +7.2%
Page 59 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%