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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 76 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 BROADWAY FINL CORP DEL 71,578.0 $530K 0.00% -8K -9.5% $7.40
1502 HRB BLOCK H & R INC Consumer Cyclical 12,139.0 $529K 0.00% -462.0 -3.7% $43.58 -14.6%
1503 EXLS EXLSERVICE HOLDINGS INC Technology 12,440.0 $528K 0.00% -2K -11.1% $42.44 -38.7%
1504 GRUPO CIBEST SA 8,295.0 $528K 0.00% +2K +27.0% $63.61
1505 RPRX ROYALTY PHARMA PLC Healthcare 13,554.0 $524K 0.00% -868.0 -6.0% $38.64 +45.5%
1506 BALL BALL CORP Consumer Cyclical 9,849.0 $522K 0.00% -486.0 -4.7% $52.97 +16.7%
1507 GLOB GLOBANT S A Technology 7,979.0 $522K 0.00% +1K +15.2% $65.37 -54.1%
1508 PNFP PINNACLE FINL PARTNERS INC Financial Services 5,457.0 $521K 0.00% -126.0 -2.3% $95.42 +5.9%
1509 FNY FIRST TR EXCHANGE-TRADED ALP 5,689.0 $519K 0.00% +5K +725.7% $91.19 +19.2%
1510 IYY ISHARES TR 3,128.0 $519K 0.00% -38.0 -1.2% $165.81 +7.6%
1511 LAD LITHIA MTRS INC Consumer Cyclical 1,551.0 $515K 0.00% +49.0 +3.3% $332.33 -12.1%
1512 IPAC ISHARES TR 7,030.0 $515K 0.00% -141.0 -2.0% $73.21 +11.5%
1513 XAR SPDR SERIES TRUST 2,129.0 $514K 0.00% +253.0 +13.5% $241.20 +13.6%
1514 HYS PIMCO ETF TR 5,411.0 $513K 0.00% -34.0 -0.6% $94.82 -1.4%
1515 AVNT AVIENT CORPORATION Basic Materials 16,411.0 $513K 0.00% +1K +7.7% $31.24 +21.4%
1516 FRONTIER COMMUNICATIONS PARE 13,447.0 $512K 0.00% +1K +12.5% $38.07
1517 UFPI UFP INDUSTRIES INC Basic Materials 5,620.0 $512K 0.00% +181.0 +3.3% $91.05 +1.3%
1518 ARGT GLOBAL X FDS 5,590.0 $511K 0.00% $91.41 -0.1%
1519 NWSA NEWS CORP NEW Communication Services 19,515.0 $510K 0.00% $26.12 -2.7%
1520 HIW HIGHWOODS PPTYS INC Real Estate 19,716.0 $509K 0.00% -823.0 -4.0% $25.82 +15.8%
Page 76 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%