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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 40 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WBI WATERBRIDGE INFRASTRUCTURE L Energy 9,619.0 $192K +5K +113.3% $20.01 +55.7%
782 RWO SPDR INDEX SHS FDS 4,198.0 $189K +930.0 +28.5% $45.03 +10.8%
783 PK PARK HOTELS & RESORTS INC Real Estate 17,932.0 $188K +2K +16.2% $10.46 +14.7%
784 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 17,232.0 $186K +4K +34.8% $10.82 +1.8%
785 TERN TERNS PHARMACEUTICALS INC Healthcare 4,607.0 $186K +4K +751.6% $40.40 +31.1%
786 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 7,911.0 $184K +271.0 +3.5% $23.32 +8.0%
787 NATL NCR ATLEOS CORPORATION Technology 4,836.0 $184K +38.0 +0.8% $38.11 +18.5%
788 KBWB INVESCO EXCH TRADED FD TR II 2,186.0 $184K +51.0 +2.4% $84.28 +3.5%
789 LMND LEMONADE INC Financial Services 2,571.0 $183K +27.0 +1.1% $71.18 -19.4%
790 UEC URANIUM ENERGY CORP Energy 15,589.0 $182K +4K +37.9% $11.68 +15.7%
791 CGMU CAPITAL GRP FIXED INCM ETF T 6,564.0 $180K +384.0 +6.2% $27.38 -0.3%
792 GRNY TIDAL TRUST I 7,214.0 $179K +3K +71.2% $24.76 +10.2%
793 IXC ISHARES TR 4,233.0 $177K +182.0 +4.5% $41.93 +30.5%
794 DON WISDOMTREE TR 3,419.0 $176K +30.0 +0.9% $51.60 +7.6%
795 GAP GAP INC Consumer Cyclical 6,864.0 $176K +109.0 +1.6% $25.60 -8.2%
796 DEUS DBX ETF TR 2,998.0 $175K +138.0 +4.8% $58.31 +10.4%
797 STEP STEPSTONE GROUP INC Financial Services 2,724.0 $175K +3K +1203.3% $64.17 -18.0%
798 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,786.0 $175K +1K +56.0% $62.66 +7.1%
799 KYMR KYMERA THERAPEUTICS INC Healthcare 2,240.0 $174K +375.0 +20.1% $77.81 +3.8%
800 PPA INVESCO EXCHANGE TRADED FD T 1,104.0 $173K +70.0 +6.8% $156.63 +11.1%
Page 40 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%