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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 51 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 RNG RINGCENTRAL INC Technology 1,553.0 $45K +150.0 +10.7% $28.88 +50.8%
1002 AMRIZE LTD 828.0 $45K +46.0 +5.9% $54.08
1003 SN SHARKNINJA INC Consumer Cyclical 397.0 $44K +5.0 +1.3% $111.90 +0.1%
1004 EOSE EOS ENERGY ENTERPRISES INC Industrials 3,863.0 $44K +3K +444.9% $11.46 -29.7%
1005 COHEN & STEERS LTD DURATION 2,085.0 $44K +2K +256.4% $21.17
1006 LVHI LEGG MASON ETF INVT 1,189.0 $44K +712.0 +149.3% $36.82 +12.7%
1007 IQDF FLEXSHARES TR 1,438.0 $44K +166.0 +13.1% $30.40 +13.3%
1008 BANF BANCFIRST CORP Financial Services 409.0 $43K +26.0 +6.8% $106.02 +5.0%
1009 KURA KURA ONCOLOGY INC Healthcare 4,075.0 $42K +4K +989.6% $10.39 +8.3%
1010 IGEB ISHARES TR 925.0 $42K +919.0 +10000.0% $45.66 -1.7%
1011 STRA STRATEGIC ED INC Consumer Defensive 519.0 $42K +285.0 +121.8% $80.20 -2.1%
1012 BCH BANCO DE CHILE Financial Services 1,095.0 $42K +40.0 +3.8% $38.00 -1.2%
1013 ACLS AXCELIS TECHNOLOGIES INC Technology 507.0 $41K +43.0 +9.3% $80.34 +95.3%
1014 NUV NUVEEN MUN VALUE FD INC Financial Services 4,490.0 $41K +3K +349.0% $9.06 -0.7%
1015 WKC WORLD KINECT CORPORATION Energy 1,735.0 $41K +390.0 +29.0% $23.43 +25.9%
1016 QTRX QUANTERIX CORP Healthcare 6,357.0 $40K +6K +10000.0% $6.36 -57.7%
1017 CRI CARTERS INC Consumer Cyclical 1,245.0 $40K +14.0 +1.1% $32.44 +14.8%
1018 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,117.0 $40K +63.0 +3.1% $18.94 +2.8%
1019 DFSV DIMENSIONAL ETF TRUST 1,217.0 $40K +196.0 +19.2% $32.89 +13.8%
1020 SUSC ISHARES TR 1,663.0 $39K +812.0 +95.4% $23.38 -1.6%
Page 51 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%