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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 33 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SCHD SCHWAB STRATEGIC TR 164,158.0 $4.5M 0.01% NEW $27.30 +19.7%
642 IUSG ISHARES TR 27,095.0 $4.5M 0.01% NEW $164.54 +14.9%
643 RBRK RUBRIK INC. Technology 53,518.0 $4.4M 0.01% NEW $82.25 -16.9%
644 MKL MARKEL GROUP INC Financial Services 2,300.0 $4.4M 0.01% NEW $1911.36 -2.8%
645 CMF ISHARES TR 76,859.0 $4.4M 0.01% NEW $57.04 +0.1%
646 PPL PPL CORP Utilities 117,386.0 $4.4M 0.01% NEW $37.16 -2.8%
647 ESGV VANGUARD WORLD FD 36,691.0 $4.3M 0.01% NEW $118.44 +11.9%
648 DGX QUEST DIAGNOSTICS INC Healthcare 22,766.0 $4.3M 0.01% NEW $190.58 +1.2%
649 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 62,629.0 $4.3M 0.01% NEW $68.81 +20.5%
650 AGZ ISHARES TR 39,030.0 $4.3M 0.01% NEW $110.37 -1.1%
651 DIA SPDR DOW JONES INDL AVERAGE Financial Services 9,249.0 $4.3M 0.01% NEW $463.72 +9.0%
652 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 12,411.0 $4.3M 0.01% NEW $345.45 -25.5%
653 COIN COINBASE GLOBAL INC Financial Services 12,641.0 $4.3M 0.01% NEW $337.49 -46.7%
654 SYF SYNCHRONY FINANCIAL Financial Services 59,911.0 $4.3M 0.01% NEW $71.05 +1.2%
655 SOXX ISHARES TR 15,573.0 $4.2M 0.01% NEW $271.12 +110.3%
656 UBS UBS GROUP AG Financial Services 102,902.0 $4.2M 0.01% NEW $41.00 +16.5%
657 TIP ISHARES TR 37,867.0 $4.2M 0.01% NEW $111.22 -0.4%
658 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 32,641.0 $4.2M 0.01% NEW $128.40 -37.2%
659 SCHB SCHWAB STRATEGIC TR 162,486.0 $4.2M 0.01% NEW $25.71 +12.5%
660 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 84,944.0 $4.2M 0.01% NEW $49.04 +40.7%
Page 33 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%