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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 92 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 SOMNIGROUP INTERNATIONAL INC 3,379.0 $302K +189.0 +5.9% $89.28
1822 ACI ALBERTSONS COS INC Consumer Defensive 17,534.0 $301K -2K -10.5% $17.17 -20.9%
1823 CRSP CRISPR THERAPEUTICS AG Healthcare 5,731.0 $301K -46.0 -0.8% $52.44 +4.7%
1824 PSCI INVESCO EXCH TRADED FD TR II 2,000.0 $300K $150.08 +23.3%
1825 AMPX AMPRIUS TECHNOLOGIES INC Industrials 37,927.0 $299K +38K +10000.0% $7.89 +63.6%
1826 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 19,730.0 $297K +6K +45.6% $15.06 -26.9%
1827 TEX TEREX CORP NEW Industrials 5,556.0 $297K -340.0 -5.8% $53.38 +34.5%
1828 TRN TRINITY INDS INC Industrials 11,184.0 $296K -759.0 -6.4% $26.44 +36.6%
1829 SYNA SYNAPTICS INC Technology 3,977.0 $294K $74.02 +63.5%
1830 CONFLUENT INC 9,734.0 $294K +280.0 +3.0% $30.24
1831 MQ MARQETA INC Technology 61,896.0 $294K -19K -23.7% $4.75 -12.0%
1832 SOUN SOUNDHOUND AI INC Technology 29,450.0 $294K +893.0 +3.1% $9.97 -35.7%
1833 VFC V F CORP Consumer Cyclical 16,235.0 $294K -2K -11.5% $18.08 -3.9%
1834 EPR EPR PPTYS Real Estate 5,870.0 $293K -72.0 -1.2% $49.90 +19.6%
1835 GEF GREIF INC Consumer Cyclical 4,324.0 $293K +23.0 +0.5% $67.69 +10.6%
1836 INSP INSPIRE MED SYS INC Healthcare 3,166.0 $292K +387.0 +13.9% $92.23 -50.4%
1837 CWEN CLEARWAY ENERGY INC Utilities 8,774.0 $292K +353.0 +4.2% $33.26 +10.8%
1838 UFCS UNITED FIRE GROUP INC Financial Services 7,989.0 $290K $36.35 +44.6%
1839 BGS B & G FOODS INC NEW Consumer Defensive 67,195.0 $289K -12K -15.4% $4.30 -3.7%
1840 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,214.0 $289K -7K -35.4% $23.65 -20.8%
Page 92 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%