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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 84 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 QLD PROSHARES TR 5,616.0 $395K +3K +100.0% $70.41 +26.6%
1662 GTLS CHART INDS INC Industrials 1,912.0 $394K -5K -71.7% $206.23 +1.1%
1663 BMA BANCO MACRO SA Financial Services 4,350.0 $392K $90.16 +1.4%
1664 EWL ISHARES INC 6,539.0 $392K -73.0 -1.1% $59.96 +4.1%
1665 EDAP EDAP TMS S A Healthcare 119,000.0 $392K NEW $3.29 +48.9%
1666 MHK MOHAWK INDS INC Consumer Cyclical 3,570.0 $390K -67.0 -1.8% $109.30 +9.6%
1667 SLVP ISHARES INC 11,372.0 $390K NEW $34.27 -9.0%
1668 MTCH MATCH GROUP INC NEW Communication Services 12,059.0 $389K -4K -25.6% $32.29 +15.1%
1669 CTRI CENTURI HOLDINGS INC Utilities 15,319.0 $387K +15K +10000.0% $25.25 +21.4%
1670 IMTM ISHARES TR 8,053.0 $386K +6K +266.4% $47.97 +9.1%
1671 FPAG INVESTMENT MANAGERS SER TR I 10,400.0 $386K $37.10 +7.1%
1672 ACIW ACI WORLDWIDE INC Technology 8,070.0 $386K +200.0 +2.5% $47.81 +3.0%
1673 TBIL RBB FD INC 7,718.0 $385K $49.88 +0.2%
1674 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 4,395.0 $384K -1K -24.9% $87.34 +39.5%
1675 PATK PATRICK INDS INC Consumer Cyclical 3,538.0 $384K -845.0 -19.3% $108.43 -12.1%
1676 FMHI FIRST TR EXCH TRADED FD III 7,970.0 $382K -4K -33.6% $47.94 +1.1%
1677 CTRE CARETRUST REIT INC Real Estate 10,547.0 $381K -2K -15.7% $36.16 +12.9%
1678 SAIL SAILPOINT INC Technology 18,852.0 $381K -522.0 -2.7% $20.23 -34.8%
1679 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 24,000.0 $380K NEW $15.85 +10.4%
1680 DIVO AMPLIFY ETF TR 8,540.0 $380K -426.0 -4.8% $44.50 +2.7%
Page 84 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%