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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 28 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 UCON FIRST TR EXCHNG TRADED FD VI 254,817.0 $6.4M 0.01% NEW $25.19 -1.3%
542 TTE TOTALENERGIES SE Energy 107,324.0 $6.4M 0.01% NEW $59.69 +50.8%
543 ULTA ULTA BEAUTY INC Consumer Cyclical 11,659.0 $6.4M 0.01% NEW $546.75 -5.6%
544 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 63,737.0 $6.4M 0.01% NEW $99.81 -33.8%
545 APTIV PLC 73,581.0 $6.3M 0.01% NEW $86.22
546 MFG MIZUHO FINANCIAL GROUP INC Financial Services 944,671.0 $6.3M 0.01% NEW $6.70 +37.9%
547 APOS APOLLO GLOBAL MGMT INC Financial Services 47,380.0 $6.3M 0.01% NEW $133.27 -80.3%
548 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 62,970.0 $6.3M 0.01% NEW $99.95 -20.1%
549 SCHK SCHWAB STRATEGIC TR 195,937.0 $6.3M 0.01% NEW $32.12 +12.4%
550 CAH CARDINAL HEALTH INC Healthcare 40,037.0 $6.3M 0.01% NEW $156.96 +27.7%
551 DECK DECKERS OUTDOOR CORP Consumer Cyclical 61,436.0 $6.2M 0.01% NEW $101.37 +9.9%
552 LLY PUT ELI LILLY & CO Healthcare 2,514.0 $6.2M 0.01% NEW $2466.79 -56.8%
553 GSK GSK PLC Healthcare 143,440.0 $6.2M 0.01% NEW $43.16 +19.3%
554 MKC MCCORMICK & CO INC Consumer Defensive 92,239.0 $6.2M 0.01% NEW $66.91 -30.0%
555 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 23,837.0 $6.2M 0.01% NEW $258.36 -14.6%
556 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 386,054.0 $6.2M 0.01% NEW $15.94 +21.3%
557 LH LABCORP HOLDINGS INC Healthcare 21,251.0 $6.1M 0.01% NEW $287.05 -10.0%
558 SNDR SCHNEIDER NATIONAL INC Industrials 286,603.0 $6.1M 0.01% NEW $21.16 +63.7%
559 RIO RIO TINTO PLC Basic Materials 91,595.0 $6.0M 0.01% NEW $66.01 +62.0%
560 AME AMETEK INC Industrials 31,917.0 $6.0M 0.01% NEW $188.00 +22.0%
Page 28 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%