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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 95 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 BBCP CONCRETE PUMPING HLDGS INC Industrials 39,677.0 $266K +17K +78.5% $6.71 +72.7%
1882 EZU ISHARES INC 4,141.0 $265K +156.0 +3.9% $64.10 +5.7%
1883 ABR ARBOR REALTY TRUST INC Real Estate 34,147.0 $265K +26K +305.5% $7.76 -30.4%
1884 MSA MSA SAFETY INC Industrials 1,653.0 $265K -110.0 -6.2% $160.14 +6.4%
1885 DBC INVESCO DB COMMDY INDX TRCK Financial Services 11,785.0 $264K +70.0 +0.6% $22.36 +18.8%
1886 NUVL NUVALENT INC Healthcare 2,614.0 $263K +544.0 +26.3% $100.59 +22.8%
1887 HYMB SPDR SERIES TRUST 10,521.0 $262K $24.94 +1.8%
1888 BCE BCE INC Communication Services 11,007.0 $262K +5K +72.8% $23.82 -3.8%
1889 AMKR AMKOR TECHNOLOGY INC Technology 6,638.0 $262K -101.0 -1.5% $39.48 +99.4%
1890 WESTPORT FUEL SYSTEMS INC 166,829.0 $262K $1.57
1891 TKR TIMKEN CO Industrials 3,105.0 $261K -55.0 -1.7% $84.14 +67.8%
1892 CULP CULP INC Consumer Cyclical 73,368.0 $261K $3.56 -13.5%
1893 MYRG MYR GROUP INC DEL Industrials 1,195.0 $261K -26.0 -2.1% $218.50 +118.7%
1894 EQAL INVESCO EXCH TRADED FD TR II 4,946.0 $260K $52.64 +12.3%
1895 AHRT ARMADA HOFFLER PPTYS INC Financial Services 39,187.0 $259K +217.0 +0.6% $6.62 +7.6%
1896 GSIE GOLDMAN SACHS ETF TR 6,003.0 $258K -770.0 -11.4% $42.94 +5.3%
1897 WTM WHITE MTNS INS GROUP LTD Financial Services 124.0 $258K +1.0 +0.8% $2078.02 +0.9%
1898 RWK INVESCO EXCH TRADED FD TR II 2,036.0 $257K $126.46 +15.4%
1899 DSGX DESCARTES SYS GROUP INC Technology 2,936.0 $257K -7K -71.5% $87.66 -19.5%
1900 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 441.0 $257K +53.0 +13.7% $582.34 -12.0%
Page 95 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%