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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 85 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 ESI ELEMENT SOLUTIONS INC Basic Materials 15,191.0 $380K +191.0 +1.3% $24.99 +82.7%
1682 SPYD SPDR SERIES TRUST 8,777.0 $380K $43.25 +12.4%
1683 PFFV GLOBAL X FDS 17,065.0 $379K $22.22 -0.9%
1684 ICL ICL GROUP LTD Basic Materials 66,359.0 $379K -3K -4.1% $5.71 -12.1%
1685 PMNT PERFECT MOMENT LTD Consumer Cyclical 910,225.0 $379K $0.42 -75.5%
1686 PBF PBF ENERGY INC Energy 13,924.0 $378K $27.12 +59.0%
1687 MTN VAIL RESORTS INC Consumer Cyclical 2,842.0 $377K -414.0 -12.7% $132.80 +3.9%
1688 KSS KOHLS CORP Consumer Cyclical 18,485.0 $377K -597.0 -3.1% $20.41 -5.6%
1689 ENOV ENOVIS CORPORATION Industrials 14,133.0 $377K -2K -13.2% $26.64 -14.8%
1690 MTG MGIC INVT CORP WIS Financial Services 12,876.0 $376K +505.0 +4.1% $29.22 -4.7%
1691 JNK SPDR SERIES TRUST 3,869.0 $376K -8K -67.9% $97.22 -1.0%
1692 WPP WPP PLC NEW Communication Services 16,742.0 $376K -2K -12.4% $22.46 -28.2%
1693 VAW VANGUARD WORLD FD 1,811.0 $376K +31.0 +1.7% $207.58 +11.8%
1694 TBBK BANCORP INC DEL Financial Services 5,563.0 $376K +2K +59.6% $67.52 -7.8%
1695 GAUG FIRST TR EXCHNG TRADED FD VI 9,565.0 $376K $39.26 +4.9%
1696 MLR MILLER INDS INC TENN Consumer Cyclical 10,009.0 $374K -278.0 -2.7% $37.37 +41.6%
1697 HNI HNI CORP Industrials 8,887.0 $374K -574.0 -6.1% $42.04 -5.8%
1698 ROKU ROKU INC Communication Services 3,443.0 $374K +322.0 +10.3% $108.49 +24.8%
1699 FSS FEDERAL SIGNAL CORP Industrials 3,427.0 $372K +52.0 +1.5% $108.59 +15.5%
1700 BIDU BAIDU INC Communication Services 2,845.0 $372K -711.0 -20.0% $130.66 -20.2%
Page 85 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%