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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 3 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 VTC VANGUARD SCOTTSDALE FDS 843 $66K SOLD
42 PARAMOUNT GROUP INC 9,306 $61K SOLD
43 WIW WESTERN AST INFL LKD OPP & I Financial Services 6,746 $60K SOLD
44 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 3,707 $60K SOLD
45 TSLY TIDAL TRUST II 5,881 $55K SOLD
46 TSLA CALL TESLA INC Consumer Cyclical 5 $51K SOLD
47 NBH NEUBERGER BERMAN MUN FD INC Financial Services 4,803 $50K SOLD
48 AGGY WISDOMTREE TR 1,114 $49K SOLD
49 PWZ INVESCO EXCH TRADED FD TR II 2,055 $49K SOLD
50 NMFC NEW MTN FIN CORP Financial Services 5,000 $48K SOLD
51 PREMIER INC 1,724 $48K SOLD
52 GDV GABELLI DIVID & INCOME TR Financial Services 1,603 $43K SOLD
53 JANX JANUX THERAPEUTICS INC Healthcare 1,774 $43K SOLD
54 TEUCRIUM COMMODITY TR 10,000 $41K SOLD
55 EATON VANCE TAX-MANAGED GLOB 4,500 $41K SOLD
56 IUS INVESCO EXCH TRD SLF IDX FD 737 $41K SOLD
57 CGCP CAPITAL GRP FIXED INCM ETF T 1,784 $41K SOLD
58 CENTRAIS ELETRICAS BRASILEIR 3,843 $40K SOLD
59 HNDL STRATEGY SHS 1,750 $39K SOLD
60 HPP HUDSON PAC PPTYS INC Real Estate 12,485 $34K SOLD
Page 3 of 11  ·  217 positions
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%