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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 93 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 LEU CENTRUS ENERGY CORP Energy 1,189.0 $289K +303.0 +34.2% $242.76 -31.8%
1842 EWC ISHARES INC 5,343.0 $288K $53.93 +7.2%
1843 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 12,909.0 $288K -88.0 -0.7% $22.32 -4.8%
1844 CCS CENTURY CMNTYS INC Consumer Cyclical 4,853.0 $288K $59.35 +21.0%
1845 STIP ISHARES TR 2,793.0 $286K -35K -92.6% $102.37 -0.2%
1846 VKTX VIKING THERAPEUTICS INC Healthcare 8,089.0 $285K -2K -22.6% $35.18 +8.1%
1847 SEB SEABOARD CORP DEL Industrials 64.0 $284K -3.0 -4.5% $4444.83 +6.6%
1848 FROG JFROG LTD Technology 4,548.0 $284K -649.0 -12.5% $62.46 +40.2%
1849 KNG FIRST TR EXCHANGE-TRADED FD 5,777.0 $284K -200.0 -3.4% $49.15 +3.2%
1850 MAIN MAIN STR CAP CORP Financial Services 4,688.0 $283K +679.0 +16.9% $60.39 -15.5%
1851 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,094.0 $283K -394.0 -26.5% $258.65 +51.9%
1852 ACES ALPS ETF TR 8,726.0 $283K $32.42 +6.5%
1853 IWX ISHARES TR 3,078.0 $283K +2K +247.4% $91.86 +14.2%
1854 TRFK PACER FDS TR 4,393.0 $281K +2K +101.1% $64.06 +58.1%
1855 PSKY PARAMOUNT SKYDANCE CORP Communication Services 20,917.0 $280K -1K -5.4% $13.40 -28.1%
1856 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,226.0 $280K -580.0 -20.7% $125.87 -27.3%
1857 ARMOUR RESIDENTIAL REIT INC 15,785.0 $279K +13K +430.1% $17.69
1858 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,681.0 $278K -11K -65.1% $48.94 +12.8%
1859 DVA DAVITA INC Healthcare 2,441.0 $277K $113.61 +91.0%
1860 MMSI MERIT MED SYS INC Healthcare 3,138.0 $277K +183.0 +6.2% $88.14 -18.6%
Page 93 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%