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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 33 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 QLD PROSHARES TR 5,616.0 $395K +3K +100.0% $70.41 +36.9%
642 CTRI CENTURI HOLDINGS INC Utilities 15,319.0 $387K +15K +10000.0% $25.25 +24.0%
643 IMTM ISHARES TR 8,053.0 $386K +6K +266.4% $47.97 +11.4%
644 ACIW ACI WORLDWIDE INC Technology 8,070.0 $386K +200.0 +2.5% $47.81 -11.4%
645 ESI ELEMENT SOLUTIONS INC Basic Materials 15,191.0 $380K +191.0 +1.3% $24.99 +72.8%
646 MTG MGIC INVT CORP WIS Financial Services 12,876.0 $376K +505.0 +4.1% $29.22 -11.0%
647 VAW VANGUARD WORLD FD 1,811.0 $376K +31.0 +1.7% $207.58 +11.7%
648 TBBK BANCORP INC DEL Financial Services 5,563.0 $376K +2K +59.6% $67.52 -17.0%
649 ROKU ROKU INC Communication Services 3,443.0 $374K +322.0 +10.3% $108.49 +17.6%
650 FSS FEDERAL SIGNAL CORP Industrials 3,427.0 $372K +52.0 +1.5% $108.59 +7.3%
651 KMT KENNAMETAL INC Industrials 12,963.0 $368K +101.0 +0.8% $28.41 +30.0%
652 CAPR CAPRICOR THERAPEUTICS INC Healthcare 12,630.0 $365K +5K +69.3% $28.86 +1.7%
653 FLIN FRANKLIN TEMPLETON ETF TR 9,410.0 $363K +846.0 +9.9% $38.59 -9.8%
654 FPEI FIRST TR EXCH TRADED FD III 18,662.0 $362K +221.0 +1.2% $19.39 -0.9%
655 BDC BELDEN INC Technology 3,088.0 $360K +46.0 +1.5% $116.55 -6.4%
656 MSGE SPHERE ENTERTAINMENT CO Communication Services 3,763.0 $358K +2K +82.9% $95.08 -25.8%
657 MAT MATTEL INC Consumer Cyclical 17,937.0 $356K +1K +6.5% $19.84 -24.0%
658 AA ALCOA CORP Basic Materials 6,657.0 $354K +955.0 +16.8% $53.14 +40.3%
659 QUBT QUANTUM COMPUTING INC Technology 34,447.0 $353K +5K +15.2% $10.26 +13.8%
660 PB PROSPERITY BANCSHARES INC Financial Services 5,108.0 $353K +388.0 +8.2% $69.10 +1.1%
Page 33 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%