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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 38 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NX QUANEX BLDG PRODS CORP Industrials 15,432.0 $237K +15K +5491.3% $15.38 +19.1%
742 AVLV AMERICAN CENTY ETF TR 3,110.0 $236K +46.0 +1.5% $75.77 +19.1%
743 BRZE BRAZE INC Technology 6,865.0 $235K +5K +389.7% $34.29 -25.8%
744 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 4,385.0 $235K +29.0 +0.7% $53.62 -5.5%
745 CGUS CAPITAL GROUP CORE EQUITY ET 5,826.0 $234K +770.0 +15.2% $40.23 +9.0%
746 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,181.0 $233K +2K +20.3% $17.71 -5.9%
747 PWP PERELLA WEINBERG PARTNERS Financial Services 13,454.0 $233K +1K +9.3% $17.30 +9.7%
748 GSAT GLOBALSTAR INC Communication Services 3,775.0 $230K +3K +305.5% $61.04 +36.9%
749 MAN MANPOWERGROUP INC WIS Industrials 7,747.0 $230K +2K +42.3% $29.73 -3.5%
750 SPMD SPDR SERIES TRUST 3,920.0 $227K +118.0 +3.1% $57.91 +13.0%
751 ELPC COMPANHIA PARANAENSE DE ENER Utilities 23,765.0 $226K +20K +507.5% $9.51 +24.1%
752 BLACKROCK ETF TRUST II 4,601.0 $224K +436.0 +10.5% $48.68
753 FEZ SPDR INDEX SHS FDS 3,406.0 $219K +3K +432.2% $64.39 +6.1%
754 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,418.0 $218K +366.0 +12.0% $63.68 +7.0%
755 AAL AMERICAN AIRLS GROUP INC Industrials 14,184.0 $217K +715.0 +5.3% $15.33 -3.2%
756 PYLD PIMCO ETF TR 8,146.0 $217K +3K +46.1% $26.68 -1.1%
757 CNA CNA FINL CORP Financial Services 4,547.0 $217K +403.0 +9.7% $47.74 -8.4%
758 XVV ISHARES TR 4,116.0 $217K +726.0 +21.4% $52.70 +8.9%
759 STANDARDAERO INC 7,525.0 $216K +3K +67.0% $28.68
760 LOAR LOAR HOLDINGS INC Industrials 3,092.0 $210K +460.0 +17.5% $68.00 -7.5%
Page 38 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%