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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 59 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 KRO KRONOS WORLDWIDE INC Basic Materials 1,667.0 $7K +762.0 +84.2% $4.42 +52.5%
1162 HCC WARRIOR MET COAL INC Energy 82.0 $7K +31.0 +60.8% $88.17 -4.8%
1163 PD PAGERDUTY INC Technology 547.0 $7K +45.0 +9.0% $13.11 -45.1%
1164 PAYSAFE LIMITED 881.0 $7K +868.0 +6676.9% $8.09
1165 IIIN INSTEEL INDS INC Industrials 225.0 $7K +133.0 +144.6% $31.67 -16.1%
1166 WULF TERAWULF INC Financial Services 612.0 $7K +148.0 +31.9% $11.49 +98.6%
1167 WRBY WARBY PARKER INC Healthcare 322.0 $7K +123.0 +61.8% $21.79 +15.2%
1168 VIR VIR BIOTECHNOLOGY INC Healthcare 1,152.0 $7K +76.0 +7.1% $6.03 +52.4%
1169 DRH DIAMONDROCK HOSPITALITY CO Real Estate 710.0 $6K +378.0 +113.9% $8.96 +19.5%
1170 CEVA CEVA INC Technology 287.0 $6K +40.0 +16.2% $21.52 +83.2%
1171 UTL UNITIL CORP Utilities 126.0 $6K +99.0 +366.7% $48.44 +6.9%
1172 RELY REMITLY GLOBAL INC Technology 434.0 $6K +245.0 +129.6% $13.80 +56.4%
1173 GLPG GALAPAGOS NV Healthcare 182.0 $6K +88.0 +93.6% $32.70 -15.9%
1174 BBBY BED BATH & BEYOND INC Consumer Cyclical 1,043.0 $6K +972.0 +1369.0% $5.46 +2.6%
1175 ALMS ALUMIS INC Healthcare 581.0 $6K +328.0 +129.6% $9.76 +125.6%
1176 FLNG FLEX LNG LTD Energy 225.0 $6K +126.0 +127.3% $24.95 +28.1%
1177 EGBN EAGLE BANCORP INC MD Financial Services 260.0 $6K +241.0 +1268.4% $21.42 +22.3%
1178 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 521.0 $5K +271.0 +108.4% $10.46 +34.5%
1179 FVRR FIVERR INTL LTD Communication Services 265.0 $5K +221.0 +502.3% $19.76 -43.9%
1180 HPK HIGHPEAK ENERGY INC Energy 1,094.0 $5K +1K +1267.5% $4.74 +65.6%
Page 59 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%