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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 30 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GLOB GLOBANT S A Technology 7,979.0 $522K 0.00% +1K +15.2% $65.37 -41.2%
582 FNY FIRST TR EXCHANGE-TRADED ALP 5,689.0 $519K 0.00% +5K +725.7% $91.19 +15.2%
583 LAD LITHIA MTRS INC Consumer Cyclical 1,551.0 $515K 0.00% +49.0 +3.3% $332.33 -14.8%
584 XAR SPDR SERIES TRUST 2,129.0 $514K 0.00% +253.0 +13.5% $241.20 +14.7%
585 AVNT AVIENT CORPORATION Basic Materials 16,411.0 $513K 0.00% +1K +7.7% $31.24 +13.0%
586 FRONTIER COMMUNICATIONS PARE 13,447.0 $512K 0.00% +1K +12.5% $38.07
587 UFPI UFP INDUSTRIES INC Basic Materials 5,620.0 $512K 0.00% +181.0 +3.3% $91.05 -10.5%
588 OVV OVINTIV INC Energy 12,948.0 $507K 0.00% +251.0 +2.0% $39.19 +44.1%
589 FLO FLOWERS FOODS INC Consumer Defensive 46,427.0 $505K 0.00% +11K +30.3% $10.88 -28.4%
590 XMTR XOMETRY INC Industrials 8,464.0 $503K 0.00% +4K +100.0% $59.47 +50.0%
591 OSK OSHKOSH CORP Industrials 4,005.0 $503K 0.00% +196.0 +5.2% $125.63 +3.0%
592 ETF SER SOLUTIONS 21,044.0 $502K 0.00% +5K +34.7% $23.88
593 JJSF J & J SNACK FOODS CORP Consumer Defensive 5,554.0 $502K 0.00% +198.0 +3.7% $90.37 -17.6%
594 SLM SLM CORP Financial Services 18,546.0 $502K 0.00% +16K +631.3% $27.06 -18.4%
595 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 25,796.0 $501K 0.00% +20K +360.7% $19.43 +34.5%
596 DNL WISDOMTREE TR 12,020.0 $495K 0.00% +600.0 +5.2% $41.22 +8.7%
597 PAAS PAN AMERN SILVER CORP Basic Materials 9,538.0 $494K 0.00% +312.0 +3.4% $51.81 +6.8%
598 PR PERMIAN RESOURCES CORP Energy 35,222.0 $494K 0.00% +785.0 +2.3% $14.03 +39.9%
599 TQQQ PROSHARES TR 9,344.0 $493K 0.00% +5K +100.0% $52.72 +55.4%
600 SBRA SABRA HEALTH CARE REIT INC Real Estate 25,980.0 $492K 0.00% +289.0 +1.1% $18.94 +9.8%
Page 30 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%