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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 80 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 THG HANOVER INS GROUP INC Financial Services 2,507.0 $458K 0.00% -124.0 -4.7% $182.77 +16.3%
1582 JAMES HARDIE INDS PLC 22,076.0 $458K 0.00% -10K -31.7% $20.75
1583 GSG ISHARES S&P GSCI COMMODITY- Financial Services 19,828.0 $457K 0.00% -5K -18.7% $23.06 +23.1%
1584 ALV AUTOLIV INC Consumer Cyclical 3,848.0 $457K 0.00% $118.70 +0.4%
1585 FTSM FIRST TR EXCHANGE-TRADED FD 7,615.0 $456K 0.00% -1K -15.0% $59.93 +0.0%
1586 VOD VODAFONE GROUP PLC NEW Communication Services 34,477.0 $455K 0.00% +2K +5.0% $13.21 +5.1%
1587 PBA PEMBINA PIPELINE CORP Energy 11,961.0 $455K 0.00% +499.0 +4.3% $38.06 +24.0%
1588 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 14,538.0 $454K 0.00% -92.0 -0.6% $31.22 +14.1%
1589 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 6,594.0 $454K 0.00% -125.0 -1.9% $68.80 +4.1%
1590 CVBF CVB FINL CORP Financial Services 24,375.0 $453K 0.00% -188.0 -0.8% $18.60 +20.8%
1591 BWEN BROADWIND INC Industrials 160,128.0 $453K 0.00% $2.83 +53.4%
1592 M MACYS INC Consumer Cyclical 20,533.0 $453K 0.00% +1K +6.3% $22.05 +17.7%
1593 FRPT FRESHPET INC Consumer Defensive 7,425.0 $452K 0.00% +257.0 +3.6% $60.93 -5.7%
1594 HYDB ISHARES TR 9,544.0 $452K 0.00% -9K -48.4% $47.35 -1.4%
1595 KWR QUAKER HOUGHTON Basic Materials 3,290.0 $452K 0.00% -90.0 -2.7% $137.30 +17.0%
1596 DISV DIMENSIONAL ETF TRUST 11,875.0 $451K 0.00% $38.00 +6.3%
1597 WAL WESTERN ALLIANCE BANCORP Financial Services 5,366.0 $451K 0.00% -217.0 -3.9% $84.07 -2.4%
1598 LCII LCI INDS Consumer Cyclical 3,715.0 $451K 0.00% -46.0 -1.2% $121.40 -21.0%
1599 CMDY ISHARES U S ETF TR 9,241.0 $450K 0.00% -95.0 -1.0% $48.75 +12.9%
1600 LBRDK LIBERTY BROADBAND CORP Communication Services 9,266.0 $450K 0.00% -4K -27.7% $48.60 -35.5%
Page 80 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%