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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 2 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WTPI WISDOMTREE TR 10,667.0 $352K NEW $33.02 +1.1%
22 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 8,760.0 $252K NEW $28.78 +80.1%
23 RVT ROYCE SMALL CAP TRUST INC Financial Services 15,441.0 $249K NEW $16.10 +13.7%
24 TORTOISE CAPITAL SERIES TRUS 26,537.0 $240K NEW $9.04
25 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 11,012.0 $224K NEW $20.35 +21.7%
26 BEDY BNY MELLON ETF TRUST II 7,508.0 $200K NEW $26.60 +7.1%
27 BIZD VANECK ETF TRUST 13,067.0 $185K NEW $14.18 -12.7%
28 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 6,620.0 $160K NEW $24.18 +102.0%
29 PSNL PERSONALIS INC Healthcare 20,062.0 $160K NEW $7.96 +6.4%
30 REM ISHARES TR 6,975.0 $155K NEW $22.18 -2.1%
31 LIBERTY LIVE HOLDINGS INC 1,860.0 $155K NEW $83.16
32 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1,414.0 $115K NEW $81.50 +17.7%
33 BW BABCOCK & WILCOX ENTERPRISES Industrials 17,985.0 $114K NEW $6.34 +200.3%
34 UEVM VICTORY PORTFOLIOS II 2,000.0 $111K NEW $55.44 +7.2%
35 MORGAN STANLEY ETF TRUST 2,140.0 $108K NEW $50.41
36 QQA INVESCO ACTIVELY MANAGED EXC 1,990.0 $106K NEW $53.02 +6.9%
37 NEAR ISHARES U S ETF TR 2,000.0 $102K NEW $51.10 -0.9%
38 PJAN INNOVATOR ETFS TRUST 2,160.0 $102K NEW $47.02 +4.6%
39 TBLL INVESCO EXCH TRADED FD TR II 948.0 $100K NEW $105.65 -0.1%
40 MUST COLUMBIA ETF TR I 4,771.0 $98K NEW $20.61 -1.5%
Page 2 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%