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Portfolio (Quarterly) Guide ↗

US BANCORP \DE\

· CIK 0000036104
13F Portfolio $84.4B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3997 New
Page 17 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCHG SCHWAB STRATEGIC TR 636,509.0 $20.3M 0.02% NEW $31.91 +7.7%
322 SYY SYSCO CORP Consumer Defensive 246,215.0 $20.3M 0.02% NEW $82.34 -7.3%
323 TEL TE CONNECTIVITY PLC Technology 91,915.0 $20.2M 0.02% NEW $219.53 -7.6%
324 CHKP CHECK POINT SOFTWARE TECH LT Technology 95,606.0 $19.8M 0.02% NEW $206.91 -35.4%
325 DCI DONALDSON INC Industrials 239,499.0 $19.6M 0.02% NEW $81.85 +2.2%
326 IBDY ISHARES TR 746,769.0 $19.6M 0.02% NEW $26.23 -2.2%
327 IBMQ ISHARES TR 752,846.0 $19.3M 0.02% NEW $25.64 -0.7%
328 MTUM ISHARES TR 74,632.0 $19.1M 0.02% NEW $256.45 +18.4%
329 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 486,649.0 $19.1M 0.02% NEW $39.19 -16.1%
330 DD DUPONT DE NEMOURS INC Basic Materials 242,855.0 $18.9M 0.02% NEW $77.90 -38.2%
331 XLP SELECT SECTOR SPDR TR 241,322.0 $18.9M 0.02% NEW $78.37 +8.2%
332 ENB ENBRIDGE INC Energy 374,187.0 $18.9M 0.02% NEW $50.46 +15.0%
333 BAI BLACKROCK ETF TRUST 552,405.0 $18.9M 0.02% NEW $34.16 +40.0%
334 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 57,987.0 $18.7M 0.02% NEW $323.12 +22.2%
335 IBMP ISHARES TR 732,990.0 $18.7M 0.02% NEW $25.47 -0.3%
336 ASTRAZENECA PLC 242,181.0 $18.6M 0.02% NEW $76.72
337 SONY SONY GROUP CORP Technology 642,896.0 $18.5M 0.02% NEW $28.79 -23.1%
338 IBMO ISHARES TR 721,210.0 $18.5M 0.02% NEW $25.66 -0.1%
339 TPL TEXAS PACIFIC LAND CORPORATI Energy 19,760.0 $18.4M 0.02% NEW $933.64 -56.9%
340 ORI OLD REP INTL CORP Financial Services 433,781.0 $18.4M 0.02% NEW $42.47 -7.3%
Page 17 of 200  ·  3,997 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 27.1%
Financial Services 22.9%
Healthcare 10.2%
Industrials 9.8%
Consumer Cyclical 7.7%
Communication Services 7.5%
Consumer Defensive 6.7%
Energy 3.6%
Basic Materials 1.7%
Utilities 1.5%