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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 28 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 XOP SPDR SERIES TRUST 5,064.0 $639K 0.00% +90.0 +1.8% $126.26 +31.6%
542 VOYA VOYA FINANCIAL INC Financial Services 8,481.0 $632K 0.00% +6K +187.9% $74.49 +10.6%
543 EMBJ EMBRAER S.A. Industrials 9,768.0 $629K 0.00% +1K +14.5% $64.37 -10.1%
544 ITUB ITAU UNIBANCO HLDG S A Financial Services 87,276.0 $625K 0.00% +5K +5.6% $7.16 +10.9%
545 COCO VITA COCO CO INC Consumer Defensive 11,772.0 $624K 0.00% +4K +45.9% $53.01 +44.3%
546 RKT ROCKET COS INC Financial Services 31,816.0 $616K 0.00% +26K +458.2% $19.36 -27.5%
547 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,952.0 $611K 0.00% +726.0 +8.8% $68.24 +10.5%
548 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 26,071.0 $610K 0.00% +19K +255.7% $23.39 +21.3%
549 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,582.0 $605K 0.00% +171.0 +1.0% $36.49 +5.4%
550 KD KYNDRYL HLDGS INC Technology 22,591.0 $600K 0.00% +2K +11.2% $26.56 -54.7%
551 FMB FIRST TR EXCH TRADED FD III 11,654.0 $596K 0.00% +4K +55.7% $51.13 -0.5%
552 JMTG J P MORGAN EXCHANGE TRADED F 11,599.0 $592K 0.00% +2K +25.5% $51.06 -1.1%
553 OKLO OKLO INC Utilities 8,198.0 $588K 0.00% +1K +14.8% $71.76 -4.3%
554 SLYV SPDR SERIES TRUST 6,459.0 $588K 0.00% +74.0 +1.2% $90.97 +15.0%
555 TAL TAL EDUCATION GROUP Consumer Defensive 53,724.0 $586K 0.00% +22K +69.1% $10.91 -10.2%
556 FCN FTI CONSULTING INC Industrials 3,413.0 $583K 0.00% +1K +69.6% $170.83 -10.6%
557 BEONE MEDICINES LTD 1,913.0 $581K 0.00% +382.0 +24.9% $303.81
558 FEMB FIRST TR EXCH TRADED FD III 19,362.0 $577K 0.00% +8K +68.0% $29.80 -1.8%
559 DRS LEONARDO DRS INC Industrials 16,887.0 $576K 0.00% +3K +23.8% $34.09 +34.4%
560 ROG ROGERS CORP Technology 6,273.0 $574K 0.00% +6K +906.9% $91.57 +57.3%
Page 28 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%