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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 199 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 ERX DIREXION SHS ETF TR 2.0 $113.0 NEW $56.50 +69.1%
3962 VEL VELOCITY FINL INC Financial Services 6.0 $109.0 NEW $18.17 -5.5%
3963 UDMY UDEMY INC Consumer Defensive 15.0 $105.0 NEW $7.00 -33.9%
3964 BROOKFIELD BUSINESS PARTNERS 3.0 $98.0 NEW $32.67
3965 SNOA SONOMA PHARMACEUTICALS INC Healthcare 25.0 $97.0 NEW $3.88 -71.6%
3966 BIOFRONTERA INC 1,000.0 $97.0 NEW $0.10
3967 EHAB ENHABIT INC Healthcare 11.0 $88.0 NEW $8.00 +72.5%
3968 RDW REDWIRE CORPORATION Industrials 9.0 $81.0 NEW $9.00 +94.3%
3969 SEG SEAPORT ENTMT GROUP INC Real Estate 3.0 $69.0 NEW $23.00 +4.3%
3970 NNVC NANOVIRICIDES INC Healthcare 43.0 $61.0 NEW $1.42 +15.6%
3971 IEP ICAHN ENTERPRISES LP Industrials 6.0 $51.0 NEW $8.50 -11.2%
3972 CANOPY GROWTH CORP 35.0 $51.0 NEW $1.46
3973 WRN WESTERN COPPER & GOLD CORP Basic Materials 25.0 $49.0 NEW $1.96 +38.8%
3974 EHTH EHEALTH INC Financial Services 10.0 $43.0 NEW $4.30 -63.3%
3975 QUALIGEN THERAPEUTICS INC 7.0 $40.0 NEW $5.71
3976 SKILLZ INC 5.0 $40.0 NEW $8.00
3977 TRVI TREVI THERAPEUTICS INC Healthcare 4.0 $37.0 NEW $9.25 +52.8%
3978 LIVEPERSON INC 64.0 $37.0 NEW $0.58
3979 SITE CTRS CORP 4.0 $36.0 NEW $9.00
3980 PLSE PULSE BIOSCIENCES INC Healthcare 2.0 $35.0 NEW $17.50 +47.9%
Page 199 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%