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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 62 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 RDVT RED VIOLET INC Technology 25.0 $1K +16.0 +177.8% $56.96 -11.1%
1222 GILT GILAT SATELLITE NETWORKS LTD Technology 110.0 $1K +77.0 +233.3% $12.94 +21.6%
1223 SHBI SHORE BANCSHARES INC Financial Services 69.0 $1K +54.0 +360.0% $17.68 +14.4%
1224 NEWT NEWTEKONE INC Financial Services 101.0 $1K +72.0 +248.3% $11.35 +17.9%
1225 GOLD GOLD COM INC Financial Services 30.0 $1K +17.0 +130.8% $34.07 +27.4%
1226 WOLF WOLFSPEED INC Technology 41.0 $714.0 +37.0 +925.0% $17.41 +300.8%
1227 AMC ENTMT HLDGS INC 402.0 $627.0 +193.0 +92.3% $1.56
1228 NGS NATURAL GAS SVCS GROUP INC Energy 17.0 $572.0 +4.0 +30.8% $33.65 +26.3%
1229 VEON LTD 8.0 $421.0 +3.0 +60.0% $52.62
Page 62 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%