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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 14 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 USMC PRINCIPAL EXCHANGE TRADED FD 46,489.0 $3.2M 0.00% +2K +4.9% $68.45 +7.6%
262 AER AERCAP HOLDINGS NV Industrials 22,018.0 $3.2M 0.00% +184.0 +0.8% $143.76 -2.7%
263 WF WOORI FINL GROUP INC Financial Services 53,469.0 $3.1M 0.00% +4K +7.1% $58.79 +6.8%
264 CIEN CIENA CORP Technology 13,383.0 $3.1M 0.00% +3K +24.5% $233.87 +153.2%
265 NULG NUSHARES ETF TR 31,924.0 $3.1M 0.00% +1K +4.2% $97.80 +13.9%
266 IVLU ISHARES TR 79,533.0 $3.0M 0.00% +36K +81.3% $38.05 +13.7%
267 PHG KONINKLIJKE PHILIPS N V Healthcare 110,706.0 $3.0M 0.00% +14K +14.3% $27.08 -0.6%
268 AGNC AGNC INVT CORP Real Estate 277,162.0 $3.0M 0.00% +40K +17.0% $10.72 -3.9%
269 OTTR OTTER TAIL CORP Utilities 36,733.0 $3.0M 0.00% +4K +12.7% $80.81 +9.4%
270 NGG NATIONAL GRID PLC Utilities 38,211.0 $3.0M 0.00% +2K +6.3% $77.35 +13.5%
271 CVNA CARVANA CO Consumer Cyclical 6,969.0 $2.9M 0.00% +160.0 +2.4% $422.02 -82.9%
272 ETHA ISHARES ETHEREUM TR Financial Services 128,410.0 $2.9M 0.00% +42K +49.2% $22.43 -28.5%
273 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 55,279.0 $2.9M 0.00% +5K +9.7% $51.63 -35.6%
274 CNP CENTERPOINT ENERGY INC Utilities 74,228.0 $2.8M 0.00% +13K +21.9% $38.34 +11.6%
275 IIPR INNOVATIVE INDL PPTYS INC Real Estate 59,315.0 $2.8M 0.00% +3K +4.6% $47.36 +19.3%
276 KIM KIMCO RLTY CORP Real Estate 136,397.0 $2.8M 0.00% +2K +1.6% $20.27 +19.4%
277 SPIB SPDR SERIES TRUST 81,383.0 $2.8M 0.00% +13K +19.8% $33.81 -1.1%
278 PAA PLAINS ALL AMERN PIPELINE L Energy 152,141.0 $2.7M 0.00% +29K +23.7% $17.96 +32.3%
279 PCOR PROCORE TECHNOLOGIES INC Technology 37,041.0 $2.7M 0.00% +346.0 +0.9% $72.74 -35.5%
280 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 49,554.0 $2.7M 0.00% +11K +29.9% $53.63 +20.7%
Page 14 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%