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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 8 of 62  ·  1,229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 POCT INNOVATOR ETFS TRUST 219,915.0 $9.7M 0.01% +216K +5371.9% $43.92 +4.8%
142 DECK DECKERS OUTDOOR CORP Consumer Cyclical 92,805.0 $9.6M 0.01% +31K +51.1% $103.67 +2.9%
143 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 122,864.0 $9.4M 0.01% +5K +4.3% $76.67 +13.2%
144 SLV ISHARES SILVER TR Financial Services 145,561.0 $9.4M 0.01% +11K +8.5% $64.42 +6.1%
145 FEX FIRST TR EXCHANGE-TRADED ALP 78,877.0 $9.4M 0.01% +8K +11.0% $118.62 +12.3%
146 TECH BIO-TECHNE CORP Healthcare 158,296.0 $9.3M 0.01% +1K +0.8% $58.81 -18.0%
147 SDVY FIRST TR EXCHANGE-TRADED FD 230,047.0 $8.8M 0.01% +5K +2.2% $38.32 +8.4%
148 SMIG ETF SER SOLUTIONS 305,578.0 $8.8M 0.01% +6K +1.9% $28.80 +10.8%
149 FCX FREEPORT-MCMORAN INC Basic Materials 173,194.0 $8.8M 0.01% +4K +2.5% $50.79 +22.1%
150 TM TOYOTA MOTOR CORP Consumer Cyclical 40,137.0 $8.6M 0.01% +871.0 +2.2% $214.06 -11.7%
151 SNOW SNOWFLAKE INC Technology 38,917.0 $8.5M 0.01% +2K +4.4% $219.36 -21.5%
152 ITOT ISHARES TR 57,041.0 $8.5M 0.01% +7K +13.6% $148.69 +9.6%
153 SAN BANCO SANTANDER SA Financial Services 713,050.0 $8.4M 0.01% +89K +14.3% $11.73 +2.6%
154 EME EMCOR GROUP INC Industrials 13,511.0 $8.3M 0.01% +2K +17.8% $611.80 +38.8%
155 UCON FIRST TR EXCHNG TRADED FD VI 325,503.0 $8.2M 0.01% +71K +27.7% $25.17 -1.5%
156 IBDZ ISHARES TR 310,298.0 $8.2M 0.01% +64K +26.1% $26.37 -1.7%
157 KKR KKR & CO INC Financial Services 64,171.0 $8.2M 0.01% +5K +8.8% $127.48 -26.2%
158 RIO RIO TINTO PLC Basic Materials 99,457.0 $8.0M 0.01% +8K +8.6% $80.03 +30.2%
159 PZA INVESCO EXCH TRADED FD TR II 341,052.0 $7.9M 0.01% +33K +10.7% $23.19 -1.0%
160 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 27,464.0 $7.9M 0.01% +1K +5.0% $287.25 +11.8%
Page 8 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%