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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 60 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 APPS DIGITAL TURBINE INC Technology 1,032.0 $5K +183.0 +21.6% $5.00 -9.0%
1182 RXST RXSIGHT INC Healthcare 493.0 $5K +126.0 +34.3% $10.42 -41.6%
1183 FSLY FASTLY INC Technology 502.0 $5K +26.0 +5.5% $10.18 +60.3%
1184 FMNB FARMERS NATIONAL BANC CORP Financial Services 376.0 $5K +87.0 +30.1% $13.32 +6.2%
1185 CLSK CLEANSPARK INC Technology 488.0 $5K +270.0 +123.8% $10.12 +57.8%
1186 MITK MITEK SYS INC Technology 468.0 $5K +168.0 +56.0% $10.55 +52.0%
1187 NLOP NET LEASE OFFICE PROPERTIES Real Estate 191.0 $5K +17.0 +9.8% $25.83 -54.1%
1188 CERIBELL INC 225.0 $5K +146.0 +184.8% $21.93
1189 STEL STELLAR BANCORP INC Financial Services 151.0 $5K +49.0 +48.0% $30.94 +21.1%
1190 MAGN MAGNERA CORP Industrials 307.0 $5K +51.0 +19.9% $15.14 -30.9%
1191 INDI INDIE SEMICONDUCTOR INC Technology 1,313.0 $5K +264.0 +25.2% $3.53 +36.3%
1192 IPI INTREPID POTASH INC Basic Materials 165.0 $5K +158.0 +2257.1% $27.73 +42.5%
1193 TWO HBRS INVT CORP 431.0 $5K +10.0 +2.4% $10.50
1194 SMBC SOUTHERN MO BANCORP INC Financial Services 76.0 $4K +23.0 +43.4% $59.12 +16.7%
1195 DJCO DAILY JOURNAL CORP Technology 9.0 $4K +8.0 +800.0% $487.33 -2.9%
1196 NVTS NAVITAS SEMICONDUCTOR CORP Technology 579.0 $4K +153.0 +35.9% $7.14 +309.7%
1197 ODDITY TECH LTD 100.0 $4K +94.0 +1566.7% $40.18
1198 HOMETRUST BANCSHARES INC 89.0 $4K +16.0 +21.9% $42.94
1199 NEWSMAX INC 460.0 $4K +160.0 +53.3% $7.73
1200 PRTA PROTHENA CORP PLC Healthcare 359.0 $3K +45.0 +14.3% $9.55 +2.9%
Page 60 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%