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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 27 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LNT ALLIANT ENERGY CORP Utilities 99,371.0 $6.7M 0.01% NEW $67.41 +9.3%
522 VXUS VANGUARD STAR FDS 90,781.0 $6.7M 0.01% NEW $73.46 +17.2%
523 HEICO CORP NEW 26,238.0 $6.7M 0.01% NEW $254.09
524 WWD WOODWARD INC Industrials 26,357.0 $6.7M 0.01% NEW $252.72 +42.9%
525 TDIV FIRST TR EXCHANGE TRADED FD 67,221.0 $6.6M 0.01% NEW $98.59 +19.5%
526 FCX FREEPORT-MCMORAN INC Basic Materials 168,880.0 $6.6M 0.01% NEW $39.22 +64.1%
527 OMC OMNICOM GROUP INC Communication Services 80,997.0 $6.6M 0.01% NEW $81.53 -8.7%
528 OXY OCCIDENTAL PETE CORP Energy 139,065.0 $6.6M 0.01% NEW $47.25 +21.6%
529 SAN BANCO SANTANDER S.A. Financial Services 623,797.0 $6.5M 0.01% NEW $10.48 +19.2%
530 IBDZ ISHARES TR 246,077.0 $6.5M 0.01% NEW $26.47 -1.7%
531 IYW ISHARES TR 33,155.0 $6.5M 0.01% NEW $195.86 +26.3%
532 IQVIA HLDGS INC 34,112.0 $6.5M 0.01% NEW $189.94
533 CPNG COUPANG INC Consumer Cyclical 201,170.0 $6.5M 0.01% NEW $32.20 -52.0%
534 RBLX ROBLOX CORP Technology 46,746.0 $6.5M 0.01% NEW $138.52 -66.8%
535 ZS ZSCALER INC Technology 21,574.0 $6.5M 0.01% NEW $299.66 -38.5%
536 NXPI NXP SEMICONDUCTORS N V Technology 28,290.0 $6.4M 0.01% NEW $227.73 +46.1%
537 RMD RESMED INC Healthcare 23,531.0 $6.4M 0.01% NEW $273.73 -24.0%
538 DGRO ISHARES TR 94,412.0 $6.4M 0.01% NEW $68.08 +9.6%
539 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 383,791.0 $6.4M 0.01% NEW $16.74 +37.0%
540 GDDY GODADDY INC Technology 46,943.0 $6.4M 0.01% NEW $136.83 -35.0%
Page 27 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%