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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 52 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ARKW ARK ETF TR 262.0 $39K +51.0 +24.2% $147.73 -1.7%
1022 NBR NABORS INDUSTRIES LTD Energy 712.0 $39K +27.0 +3.9% $54.30 +94.1%
1023 AMR ALPHA METALLURGICAL RESOUR I Energy 190.0 $38K +17.0 +9.8% $199.88 -12.3%
1024 UMH UMH PPTYS INC Real Estate 2,380.0 $38K +24.0 +1.0% $15.91 -3.8%
1025 TITN TITAN MACHY INC Industrials 2,493.0 $37K +30.0 +1.2% $15.04 +24.2%
1026 SDOG ALPS ETF TR 611.0 $37K +211.0 +52.8% $60.47 +12.5%
1027 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 4,522.0 $36K +187.0 +4.3% $7.96 -25.8%
1028 CENX CENTURY ALUM CO Basic Materials 915.0 $36K +550.0 +150.7% $39.18 +66.0%
1029 MSBI MIDLAND STATES BANCORP INC Financial Services 1,687.0 $36K +261.0 +18.3% $21.17 +30.5%
1030 CRNC CERENCE INC Technology 3,307.0 $35K +3K +316.5% $10.69 +2.7%
1031 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 335.0 $35K +19.0 +6.0% $104.67 +8.9%
1032 GDEN GOLDEN ENTMT INC Consumer Cyclical 1,288.0 $35K +221.0 +20.7% $27.19 +5.0%
1033 CMPR CIMPRESS PLC Communication Services 525.0 $35K +8.0 +1.6% $66.59 +53.8%
1034 REMX VANECK ETF TRUST 468.0 $35K +100.0 +27.2% $73.92 +31.0%
1035 FMBH FIRST MID ILL BANCSHARES INC Financial Services 874.0 $34K +7.0 +0.8% $39.00 +11.8%
1036 TVTX TRAVERE THERAPEUTICS INC Healthcare 888.0 $34K +212.0 +31.4% $38.21 +16.3%
1037 CRVL CORVEL CORP Financial Services 501.0 $34K +100.0 +24.9% $67.67 -7.3%
1038 AIQ GLOBAL X FDS 663.0 $34K +348.0 +110.5% $50.86 +23.5%
1039 DNUT KRISPY KREME INC Consumer Defensive 8,221.0 $33K +3K +47.7% $4.02 -18.7%
1040 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,565.0 $32K +444.0 +39.6% $20.74 +6.2%
Page 52 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%