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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 82 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 RRC RANGE RES CORP Energy 12,255.0 $432K 0.00% +507.0 +4.3% $35.26 +6.6%
1622 ATMP BARCLAYS BANK PLC Financial Services 15,000.0 $432K 0.00% $28.77 +21.0%
1623 PVH PVH CORPORATION Consumer Cyclical 6,421.0 $430K 0.00% -3K -30.8% $67.02 +11.0%
1624 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 25,124.0 $430K 0.00% -2K -9.0% $17.11 +10.5%
1625 FIBK FIRST INTST BANCSYSTEM INC Financial Services 12,400.0 $429K 0.00% $34.60 +11.6%
1626 FNX FIRST TR EXCHANGE-TRADED ALP 3,402.0 $429K 0.00% -39.0 -1.1% $125.98 +15.1%
1627 PSK SPDR SERIES TRUST 13,522.0 $429K 0.00% +3K +23.8% $31.69 -3.8%
1628 TDS TELEPHONE & DATA SYS INC Communication Services 10,443.0 $428K 0.00% $41.00 -6.2%
1629 SDG ISHARES TR 5,027.0 $423K +27.0 +0.5% $84.22 +4.8%
1630 SEIX VIRTUS ETF TR II 18,089.0 $422K +197.0 +1.1% $23.35 -1.0%
1631 UPST UPSTART HLDGS INC Financial Services 9,644.0 $422K $43.73 -23.0%
1632 RUN SUNRUN INC Energy 22,891.0 $421K -435.0 -1.9% $18.40 -26.7%
1633 USXF ISHARES TR 7,293.0 $420K +1K +23.6% $57.58 +17.0%
1634 LXP INDUSTRIAL TRUST 8,461.0 $419K NEW $49.58
1635 FSIG FIRST TR EXCHANGE-TRADED FD 21,848.0 $419K -1K -5.1% $19.19 -1.5%
1636 BEN FRANKLIN RESOURCES INC Financial Services 17,501.0 $418K -3K -16.2% $23.89 +39.0%
1637 THRM GENTHERM INC Consumer Cyclical 11,479.0 $417K +9K +293.4% $36.37 -2.6%
1638 NUDM NUSHARES ETF TR 11,524.0 $417K -1K -10.8% $36.21 +9.1%
1639 PFS PROVIDENT FINL SVCS INC Financial Services 21,095.0 $417K -133.0 -0.6% $19.75 +19.7%
1640 LGOV FIRST TR EXCHANGE-TRADED FD 19,051.0 $416K +4K +27.8% $21.83 -1.1%
Page 82 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%