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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 19 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BINC BLACKROCK ETF TRUST II 299,243.0 $15.9M 0.02% NEW $53.24 -2.0%
362 PNR PENTAIR PLC Industrials 141,399.0 $15.7M 0.02% NEW $110.76 -32.4%
363 YUM YUM BRANDS INC Consumer Cyclical 102,321.0 $15.6M 0.02% NEW $152.01 +1.5%
364 NEM NEWMONT CORP Basic Materials 183,948.0 $15.5M 0.02% NEW $84.31 +27.7%
365 CENCORA INC 49,339.0 $15.4M 0.02% NEW $312.54
366 BP BP PLC Energy 442,509.0 $15.2M 0.02% NEW $34.46 +28.7%
367 IBDS ISHARES TR 616,393.0 $15.0M 0.02% NEW $24.34 -0.5%
368 NVO NOVO-NORDISK A S Healthcare 269,363.0 $14.9M 0.02% NEW $55.49 -19.0%
369 CLX CLOROX CO DEL Consumer Defensive 121,137.0 $14.9M 0.02% NEW $123.30 -22.9%
370 HIG HARTFORD INSURANCE GROUP INC Financial Services 111,106.0 $14.8M 0.02% NEW $133.39 +2.0%
371 PPG PPG INDS INC Basic Materials 140,357.0 $14.8M 0.02% NEW $105.11 +2.5%
372 IBDT ISHARES TR 576,137.0 $14.7M 0.02% NEW $25.52 -1.2%
373 SPSB SPDR SERIES TRUST 482,451.0 $14.6M 0.02% NEW $30.29 -1.0%
374 DLTR DOLLAR TREE INC Consumer Defensive 154,229.0 $14.6M 0.02% NEW $94.37 +0.6%
375 MGV VANGUARD WORLD FD 105,520.0 $14.5M 0.02% NEW $137.87 +13.8%
376 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 742,660.0 $14.3M 0.02% NEW $19.25 +16.2%
377 OTIS OTIS WORLDWIDE CORP Industrials 152,862.0 $14.0M 0.02% NEW $91.43 -20.4%
378 IBDU ISHARES TR 594,551.0 $14.0M 0.02% NEW $23.47 -1.4%
379 CART MAPLEBEAR INC Consumer Cyclical 373,992.0 $13.7M 0.02% NEW $36.76 +12.1%
380 HRL HORMEL FOODS CORP Consumer Defensive 554,448.0 $13.7M 0.02% NEW $24.74 -14.1%
Page 19 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%