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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 78 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 IVOO VANGUARD ADMIRAL FDS INC 4,461.0 $499K 0.00% -29.0 -0.7% $111.80 +15.4%
1542 ATI ATI INC Industrials 4,329.0 $497K 0.00% -254.0 -5.5% $114.76 +72.0%
1543 DNL WISDOMTREE TR 12,020.0 $495K 0.00% +600.0 +5.2% $41.22 +9.8%
1544 PAAS PAN AMERN SILVER CORP Basic Materials 9,538.0 $494K 0.00% +312.0 +3.4% $51.81 -12.3%
1545 PR PERMIAN RESOURCES CORP Energy 35,222.0 $494K 0.00% +785.0 +2.3% $14.03 +33.4%
1546 TQQQ PROSHARES TR 9,344.0 $493K 0.00% +5K +100.0% $52.72 +36.2%
1547 SBRA SABRA HEALTH CARE REIT INC Real Estate 25,980.0 $492K 0.00% +289.0 +1.1% $18.94 +3.2%
1548 NVST ENVISTA HOLDINGS CORPORATION Healthcare 22,660.0 $492K 0.00% $21.71 +24.2%
1549 JMUB J P MORGAN EXCHANGE TRADED F 9,731.0 $491K 0.00% +6K +142.3% $50.50 +0.2%
1550 PEGA PEGASYSTEMS INC Technology 8,228.0 $491K 0.00% -157.0 -1.9% $59.72 -48.5%
1551 MASI MASIMO CORP Healthcare 3,764.0 $490K 0.00% $130.06 +38.4%
1552 LEA LEAR CORP Consumer Cyclical 4,271.0 $489K 0.00% +43.0 +1.0% $114.60 +19.4%
1553 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 20,269.0 $489K 0.00% +18K +875.4% $24.11 +15.0%
1554 EES WISDOMTREE TR 8,577.0 $488K 0.00% $56.93 +18.1%
1555 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 29,821.0 $488K 0.00% +27K +911.6% $16.35 +52.6%
1556 SNN SMITH & NEPHEW PLC Healthcare 14,857.0 $487K 0.00% -11K -41.8% $32.81 -8.4%
1557 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,432.0 $487K 0.00% -81.0 -2.3% $141.83 +18.8%
1558 SIRI SIRIUSXM HOLDINGS INC Communication Services 24,171.0 $483K 0.00% -1K -5.3% $20.00 +41.8%
1559 ALLY ALLY FINL INC Financial Services 10,649.0 $482K 0.00% +1K +14.7% $45.29 +4.2%
1560 VC VISTEON CORP Consumer Cyclical 5,068.0 $482K 0.00% -3K -35.1% $95.10 +8.4%
Page 78 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%