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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 49 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BLFS BIOLIFE SOLUTIONS INC Healthcare 2,549.0 $62K +62.0 +2.5% $24.18 -0.9%
962 LARK LANDMARK BANCORP INC Financial Services 2,351.0 $62K +112.0 +5.0% $26.19 +3.4%
963 EFC ELLINGTON FINANCIAL INC Real Estate 4,515.0 $61K +4K +957.4% $13.58 -0.7%
964 TCBI TEXAS CAP BANCSHARES INC Financial Services 676.0 $61K +35.0 +5.5% $90.54 +9.8%
965 MTBA SIMPLIFY EXCHANGE TRADED FUN 1,208.0 $61K +655.0 +118.4% $50.39 -2.5%
966 JPEF J P MORGAN EXCHANGE TRADED F 804.0 $60K +5.0 +0.6% $74.71 +6.9%
967 AG FIRST MAJESTIC SILVER CORP Basic Materials 3,585.0 $60K +1K +40.0% $16.66 +16.7%
968 VCYT VERACYTE INC Healthcare 1,403.0 $59K +31.0 +2.3% $42.10 +7.0%
969 PID INVESCO EXCHANGE TRADED FD T 2,647.0 $58K +143.0 +5.7% $22.00 +5.1%
970 WMG WARNER MUSIC GROUP CORP Communication Services 1,860.0 $57K +131.0 +7.6% $30.67 +13.2%
971 AI C3 AI INC Technology 4,205.0 $57K +711.0 +20.4% $13.48 -31.1%
972 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 6,806.0 $57K +444.0 +7.0% $8.31 +1.2%
973 BBD BANCO BRADESCO S A Financial Services 16,783.0 $56K +972.0 +6.2% $3.33 +4.2%
974 PTLC PACER FDS TR 999.0 $56K +499.0 +99.8% $55.58 +4.4%
975 AIN ALBANY INTL CORP Consumer Cyclical 1,085.0 $55K +233.0 +27.4% $50.72 +22.5%
976 TILE INTERFACE INC Consumer Cyclical 1,950.0 $54K +268.0 +15.9% $27.92 +3.2%
977 XRN GLOBAL MED REIT INC Financial Services 1,609.0 $54K +1K +269.0% $33.74 +11.0%
978 KOD KODIAK SCIENCES INC Healthcare 1,934.0 $54K +93.0 +5.0% $27.96 +29.6%
979 ALGM ALLEGRO MICROSYSTEMS INC Technology 2,005.0 $53K +335.0 +20.1% $26.38 +74.2%
980 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,115.0 $52K +30.0 +2.8% $47.08 +6.6%
Page 49 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%