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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 12 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PFIS PEOPLES FINL SVCS CORP Financial Services 14.0 $682.0 NEW $48.71 +21.6%
222 SIL GLOBAL X FDS 8.0 $668.0 NEW $83.50 +5.5%
223 TDAY USA TODAY CO INC Communication Services 129.0 $664.0 NEW $5.15 +46.9%
224 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 28.0 $654.0 NEW $23.36 -4.3%
225 GAIN GLADSTONE INVT CORP Financial Services 46.0 $643.0 NEW $13.98 +13.7%
226 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 27.0 $617.0 NEW $22.85 -13.6%
227 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 20.0 $598.0 NEW $29.90 +23.9%
228 EMLC VANECK ETF TRUST 23.0 $594.0 NEW $25.83 -1.9%
229 EOLS EVOLUS INC Healthcare 84.0 $559.0 NEW $6.65 -8.5%
230 ZUMZ ZUMIEZ INC Consumer Cyclical 21.0 $547.0 NEW $26.05 -9.9%
231 ABRDN AUSTRALIA EQUITY FD IN 40.0 $517.0 NEW $12.93
232 CBAT CBAK ENERGY TECHNOLOGY INC Industrials 500.0 $418.0 NEW $0.84 -10.3%
233 URGN UROGEN PHARMA LTD Healthcare 17.0 $398.0 NEW $23.41 +23.4%
234 SFY TIDAL TRUST I 3.0 $396.0 NEW $132.00 +11.7%
235 SPLB SPDR SERIES TRUST 17.0 $384.0 NEW $22.59 -1.9%
236 INDS PACER FDS TR 10.0 $367.0 NEW $36.70 +9.2%
237 VERASTEM INC 46.0 $355.0 NEW $7.72
238 LQDB ISHARES TR 4.0 $348.0 NEW $87.00 -1.2%
239 FPH FIVE POINT HOLDINGS LLC Real Estate 49.0 $274.0 NEW $5.59 -12.4%
240 VMO INVESCO MUN OPPORTUNITY TR Financial Services 28.0 $268.0 NEW $9.57 -0.3%
Page 12 of 13  ·  256 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%