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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 88 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,603.0 $345K -643.0 -15.1% $95.70 +39.9%
1742 FRDM EA SERIES TRUST 6,700.0 $344K +3K +74.6% $51.27 +40.6%
1743 REGCO REGENCY CTRS CORP Real Estate 4,959.0 $342K -91.0 -1.8% $69.04 -68.4%
1744 REGL PROSHARES TR 4,063.0 $342K $84.22 +9.9%
1745 THE BRAND HOUSE COLLECTIVE I 310,000.0 $341K $1.10
1746 CGGO CAPITAL GROUP GBL GROWTH EQT 9,840.0 $341K +666.0 +7.3% $34.65 +18.9%
1747 INSTALLED BLDG PRODS INC 1,314.0 $341K +391.0 +42.4% $259.39
1748 ASCENDIS PHARMA A/S 1,596.0 $340K -563.0 -26.1% $213.24
1749 DSTL ETF SER SOLUTIONS 5,777.0 $340K $58.90 +2.1%
1750 BPOP POPULAR INC Financial Services 2,723.0 $339K -21.0 -0.8% $124.55 +33.1%
1751 AVEM AMERICAN CENTY ETF TR 4,388.0 $338K $77.02 +22.6%
1752 INDA ISHARES TR 6,231.0 $337K +6K +842.7% $54.05 -8.6%
1753 IVZ INVESCO LTD Financial Services 12,798.0 $336K -81.0 -0.6% $26.27 -0.4%
1754 SPSM SPDR SERIES TRUST 7,138.0 $334K +702.0 +10.9% $46.86 +22.3%
1755 WTBA WEST BANCORPORATION INC Financial Services 15,000.0 $333K $22.19 +21.5%
1756 SAFT SAFETY INS GROUP INC Financial Services 4,271.0 $333K -65.0 -1.5% $77.91 -3.5%
1757 MCI BARINGS CORPORATE INVS Financial Services 18,288.0 $332K $18.15 -4.0%
1758 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 24,994.0 $332K +500.0 +2.0% $13.28 -25.1%
1759 CUBE CUBESMART Real Estate 9,170.0 $331K -2K -15.7% $36.05 +14.5%
1760 TPG TPG INC Financial Services 5,177.0 $330K +39.0 +0.8% $63.84 -37.8%
Page 88 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%