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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 58 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 KALV KALVISTA PHARMACEUTICALS INC Healthcare 710.0 $11K +63.0 +9.7% $16.15 +65.9%
1142 MVST MICROVAST HOLDINGS INC Industrials 4,036.0 $11K +126.0 +3.2% $2.80 -47.9%
1143 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 444.0 $11K +19.0 +4.5% $25.40 +27.5%
1144 RCKT ROCKET PHARMACEUTICALS INC Healthcare 2,987.0 $10K +2K +215.4% $3.51 -15.7%
1145 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 1,359.0 $10K +44.0 +3.4% $7.34 +19.2%
1146 DBMF LITMAN GREGORY FDS TR 350.0 $10K +89.0 +34.1% $28.06 +10.8%
1147 HCKT HACKETT GROUP INC Technology 483.0 $9K +36.0 +8.1% $19.63 -43.4%
1148 ENVIRI CORP 526.0 $9K +281.0 +114.7% $17.92
1149 ADMA ADMA BIOLOGICS INC Healthcare 508.0 $9K +87.0 +20.7% $18.24 -54.8%
1150 EVEX EVE HLDG INC Industrials 2,316.0 $9K +2K +581.2% $3.99 -23.6%
1151 FDLO FIDELITY COVINGTON TRUST 135.0 $9K +14.0 +11.6% $66.81 +5.2%
1152 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 1,161.0 $9K +411.0 +54.8% $7.65 +23.4%
1153 FBT FIRST TR EXCHANGE-TRADED FD 41.0 $8K +21.0 +105.0% $206.51 +3.1%
1154 BITO PROSHARES TR 676.0 $8K +200.0 +42.0% $12.16 -14.9%
1155 DYN DYNE THERAPEUTICS INC Healthcare 400.0 $8K +39.0 +10.8% $19.56 -11.2%
1156 EQBK EQUITY BANCSHARES INC Financial Services 175.0 $8K +39.0 +28.7% $44.65 +3.0%
1157 COUR COURSERA INC Consumer Defensive 1,061.0 $8K +600.0 +130.2% $7.36 -27.7%
1158 TBPH THERAVANCE BIOPHARMA INC Healthcare 415.0 $8K +47.0 +12.8% $18.71 -12.5%
1159 ZYMEWORKS INC 287.0 $8K +39.0 +15.7% $26.33
1160 JKS JINKOSOLAR HLDG CO LTD Energy 287.0 $7K +42.0 +17.1% $25.81 -11.4%
Page 58 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%