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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 10 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TRGP TARGA RES CORP Energy 35,780.0 $6.6M 0.01% +8K +26.5% $184.50 +50.0%
182 NDAQ NASDAQ INC Financial Services 67,413.0 $6.5M 0.01% +1K +1.8% $97.13 -6.3%
183 AVY AVERY DENNISON CORP Industrials 35,736.0 $6.5M 0.01% +6K +18.6% $181.88 -12.2%
184 FPE FIRST TR EXCH TRADED FD III 354,755.0 $6.5M 0.01% +106K +42.6% $18.22 -1.7%
185 VNQI VANGUARD INTL EQUITY INDEX F 140,418.0 $6.4M 0.01% +46K +48.1% $45.84 -0.5%
186 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 24,823.0 $6.4M 0.01% +986.0 +4.1% $256.03 -11.1%
187 CBSH COMMERCE BANCSHARES INC Financial Services 120,410.0 $6.3M 0.01% +6K +5.6% $52.34 +0.1%
188 CNI CANADIAN NATL RY CO Industrials 63,234.0 $6.3M 0.01% +2K +3.3% $98.85 +15.6%
189 EMB ISHARES TR 64,278.0 $6.2M 0.01% +2K +3.2% $96.28 -1.2%
190 OKE ONEOK INC NEW Energy 80,907.0 $5.9M 0.01% +1K +1.3% $73.50 +27.9%
191 VSGX VANGUARD WORLD FD 82,589.0 $5.9M 0.01% +32K +61.9% $71.62 +12.0%
192 BAP CREDICORP LTD Financial Services 20,231.0 $5.8M 0.01% +662.0 +3.4% $287.00 +16.5%
193 ESGV VANGUARD WORLD FD 46,998.0 $5.7M 0.01% +10K +28.1% $120.96 +8.7%
194 IWY ISHARES TR 20,329.0 $5.6M 0.01% +146.0 +0.7% $276.94 +5.9%
195 YSEP FIRST TR EXCHNG TRADED FD VI 215,573.0 $5.6M 0.01% +32K +17.6% $26.02 +4.7%
196 GSEP FIRST TR EXCHNG TRADED FD VI 143,110.0 $5.5M 0.01% +37K +35.5% $38.74 +4.8%
197 CMF ISHARES TR 95,901.0 $5.5M 0.01% +19K +24.8% $57.46 -1.1%
198 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 71,456.0 $5.4M 0.01% +8K +12.1% $76.23 -13.4%
199 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 53,283.0 $5.4M 0.01% +4K +9.2% $101.07 +20.0%
200 VDC VANGUARD WORLD FD 24,831.0 $5.2M 0.01% +1K +6.0% $211.24 +8.7%
Page 10 of 62  ·  1,229 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%