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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 35 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SPUU DIREXION SHS ETF TR 21,015.0 $3.8M 0.00% NEW $179.81 +21.3%
682 VTIP VANGUARD MALVERN FDS 73,974.0 $3.7M 0.00% NEW $50.63 -0.7%
683 FORGE GLOBAL HOLDINGS INC 220,971.0 $3.7M 0.00% NEW $16.90
684 SPYV SPDR SERIES TRUST 67,279.0 $3.7M 0.00% NEW $55.33 +10.4%
685 BN BROOKFIELD CORP Financial Services 53,996.0 $3.7M 0.00% NEW $68.58 -32.9%
686 FIS FIDELITY NATL INFORMATION SV Technology 56,128.0 $3.7M 0.00% NEW $65.94 -36.0%
687 KEY KEYCORP Financial Services 196,457.0 $3.7M 0.00% NEW $18.69 +16.5%
688 FICO FAIR ISAAC CORP Technology 2,449.0 $3.7M 0.00% NEW $1496.54 -15.8%
689 FANG DIAMONDBACK ENERGY INC Energy 25,447.0 $3.6M 0.00% NEW $143.10 +36.4%
690 INGERSOLL RAND INC 43,804.0 $3.6M 0.00% NEW $82.62
691 CIBR FIRST TR EXCHANGE TRADED FD 47,587.0 $3.6M 0.00% NEW $76.01 +11.1%
692 KELLANOVA 43,979.0 $3.6M 0.00% NEW $82.02
693 FXL FIRST TR EXCHANGE TRADED FD 21,442.0 $3.6M 0.00% NEW $167.99 +23.3%
694 CLS CELESTICA INC Technology 14,514.0 $3.6M 0.00% NEW $246.38 +50.5%
695 BCS BARCLAYS PLC Financial Services 172,689.0 $3.6M 0.00% NEW $20.67 +18.7%
696 ALAB ASTERA LABS INC Technology 18,117.0 $3.5M 0.00% NEW $195.80 +62.8%
697 VSGX VANGUARD WORLD FD 51,014.0 $3.5M 0.00% NEW $69.37 +18.4%
698 DDOG DATADOG INC Technology 24,688.0 $3.5M 0.00% NEW $142.40 +57.1%
699 GPC GENUINE PARTS CO Consumer Cyclical 25,211.0 $3.5M 0.00% NEW $138.61 -30.0%
700 RNR RENAISSANCERE HLDGS LTD Financial Services 13,754.0 $3.5M 0.00% NEW $253.94 +16.1%
Page 35 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%