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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 34 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VIGI VANGUARD WHITEHALL FDS 3,855.0 $353K +291.0 +8.2% $91.45 +2.9%
662 SPYX SPDR SERIES TRUST 6,259.0 $352K +800.0 +14.7% $56.19 +9.3%
663 CAI CARIS LIFE SCIENCES INC Healthcare 12,989.0 $350K +267.0 +2.1% $26.98 -42.5%
664 TKO TKO GROUP HOLDINGS INC Communication Services 1,668.0 $349K +529.0 +46.4% $209.03 -10.0%
665 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,656.0 $346K +454.0 +14.2% $94.71 +14.7%
666 DFAI DIMENSIONAL ETF TRUST 9,084.0 $346K +1K +14.1% $38.11 +10.0%
667 IMCG ISHARES TR 4,335.0 $346K +42.0 +1.0% $79.84 +16.1%
668 FRDM EA SERIES TRUST 6,700.0 $344K +3K +74.6% $51.27 +39.4%
669 CGGO CAPITAL GROUP GBL GROWTH EQT 9,840.0 $341K +666.0 +7.3% $34.65 +16.9%
670 INSTALLED BLDG PRODS INC 1,314.0 $341K +391.0 +42.4% $259.39
671 INDA ISHARES TR 6,231.0 $337K +6K +842.7% $54.05 -10.2%
672 SPSM SPDR SERIES TRUST 7,138.0 $334K +702.0 +10.9% $46.86 +15.9%
673 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 24,994.0 $332K +500.0 +2.0% $13.28 -9.8%
674 TPG TPG INC Financial Services 5,177.0 $330K +39.0 +0.8% $63.84 -34.7%
675 PRGO PERRIGO CO PLC Healthcare 23,647.0 $329K +5K +27.7% $13.92 -22.4%
676 CAE CAE INC Industrials 10,774.0 $328K +475.0 +4.6% $30.42 -21.8%
677 LTC LTC PPTYS INC Real Estate 9,516.0 $327K +1K +12.1% $34.38 +12.7%
678 MGRC MCGRATH RENTCORP Industrials 3,081.0 $323K +553.0 +21.9% $104.93 +6.5%
679 ONEQ FIDELITY COMWLTH TR 3,508.0 $321K +408.0 +13.2% $91.40 +14.8%
680 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 7,058.0 $320K +3K +70.7% $45.40 -7.5%
Page 34 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%