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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 48 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 JOE ST JOE CO Real Estate 1,177.0 $70K +43.0 +3.8% $59.37 +7.5%
942 TMDX TRANSMEDICS GROUP INC Healthcare 573.0 $70K +40.0 +7.5% $121.65 -43.3%
943 STRT STRATTEC SEC CORP Consumer Cyclical 911.0 $69K +11.0 +1.2% $76.14 -4.9%
944 CGBL CAPITAL GROUP CORE BALANCED 1,945.0 $69K +300.0 +18.2% $35.33 +5.1%
945 DDWM WISDOMTREE TR 1,573.0 $68K +453.0 +40.5% $43.54 +6.7%
946 BBWI BATH & BODY WORKS INC Consumer Cyclical 3,406.0 $68K +611.0 +21.9% $20.08 -11.6%
947 PCVX VAXCYTE INC Healthcare 1,474.0 $68K +288.0 +24.3% $46.14 +2.5%
948 TOTL SSGA ACTIVE ETF TR 1,688.0 $68K +39.0 +2.4% $40.24 -2.3%
949 SPIP SPDR SERIES TRUST 2,607.0 $68K +144.0 +5.8% $25.95 -0.3%
950 MUA BLACKROCK MUNIASSETS FD INC Financial Services 6,301.0 $67K +3K +103.2% $10.71 -1.6%
951 REZI RESIDEO TECHNOLOGIES INC Industrials 1,911.0 $67K +232.0 +13.8% $35.12 -18.1%
952 ABRDN GLOBAL PREMIER PPTYS F 17,475.0 $67K +11K +169.9% $3.84
953 NNI NELNET INC Financial Services 501.0 $67K +291.0 +138.6% $132.96 -3.0%
954 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 1,158.0 $67K +35.0 +3.1% $57.44 +10.4%
955 FUTY FIDELITY COVINGTON TRUST 1,204.0 $66K +946.0 +366.7% $55.22 +6.2%
956 CTLP CANTALOUPE INC Technology 6,167.0 $65K +500.0 +8.8% $10.62 +5.5%
957 MNTN INC 5,481.0 $65K +3K +143.5% $11.94
958 GTM ZOOMINFO TECHNOLOGIES INC Technology 6,249.0 $64K +4K +175.4% $10.17 -64.5%
959 FAD FIRST TR EXCHANGE-TRADED ALP 389.0 $63K +5.0 +1.3% $161.85 +13.6%
960 FENI FIDELITY COVINGTON TRUST 1,692.0 $62K +24.0 +1.4% $36.58 +9.2%
Page 48 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%