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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 44 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DBEU DBX ETF TR 2,417.0 $116K +170.0 +7.6% $48.00 +9.2%
862 SUSB ISHARES TR 4,590.0 $116K +819.0 +21.7% $25.24 -1.1%
863 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 14,021.0 $114K +8K +134.6% $8.11 -2.7%
864 AOA ISHARES TR 1,268.0 $114K +51.0 +4.2% $89.56 +9.2%
865 AVDV AMERICAN CENTY ETF TR 1,203.0 $113K +304.0 +33.8% $93.97 +17.6%
866 BIP BROOKFIELD INFRAST PARTNERS Utilities 3,215.0 $112K +970.0 +43.2% $34.74 +13.1%
867 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 12,614.0 $110K +228.0 +1.8% $8.76 -29.9%
868 IVT INVENTRUST PPTYS CORP Real Estate 3,889.0 $110K +42.0 +1.1% $28.21 +16.8%
869 ZETA ZETA GLOBAL HOLDINGS CORP Technology 5,368.0 $109K +2K +59.4% $20.35 -4.9%
870 UVV UNIVERSAL CORP VA Consumer Defensive 2,067.0 $109K +138.0 +7.2% $52.75 +3.1%
871 CIG CIA ENERGETICA DE MINAS GERA Utilities 54,014.0 $108K +11K +25.6% $2.00 +10.3%
872 SDHC SMITH DOUGLAS HOMES CORP Real Estate 6,415.0 $108K +627.0 +10.8% $16.77 -28.8%
873 HAYW HAYWARD HLDGS INC Industrials 6,952.0 $107K +557.0 +8.7% $15.45 -9.5%
874 BILL BILL HOLDINGS INC Technology 1,962.0 $107K +52.0 +2.7% $54.54 -34.6%
875 LAND GLADSTONE LD CORP Real Estate 11,653.0 $107K +569.0 +5.1% $9.15 +4.6%
876 MLAB MESA LABS INC Technology 1,337.0 $105K +635.0 +90.5% $78.50 +36.2%
877 ROIV ROIVANT SCIENCES LTD Healthcare 4,819.0 $105K +561.0 +13.2% $21.70 +37.8%
878 HL HECLA MNG CO Basic Materials 5,417.0 $104K +53.0 +1.0% $19.19 -9.1%
879 TXG 10X GENOMICS INC Healthcare 6,350.0 $104K +388.0 +6.5% $16.31 +52.2%
880 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 953.0 $102K +807.0 +552.7% $107.04 -16.0%
Page 44 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%