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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 4 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TIDAL TRUST II 1,349.0 $53K NEW $39.35
62 EARN ELLINGTON CREDIT COMPANY Financial Services 10,000.0 $53K NEW $5.27 -8.7%
63 VENTYX BIOSCIENCES INC 5,790.0 $52K NEW $9.03
64 RC READY CAPITAL CORP Real Estate 23,498.0 $51K NEW $2.18 -17.0%
65 ASCI ABRDN FDS 1,469.0 $51K NEW $34.49 +9.0%
66 AVALO THERAPEUTICS INC 2,733.0 $50K NEW $18.16
67 SBET SHARPLINK GAMING INC Financial Services 5,000.0 $45K NEW $8.94 -30.3%
68 TIDAL TRUST II 1,176.0 $44K NEW $37.54
69 CENTRAIS ELET BRAS SA 4,914.0 $42K NEW $8.62
70 DARE BIOSCIENCE INC 20,920.0 $40K NEW $1.93
71 FTCA PUTNAM ETF TRUST 5,481.0 $40K NEW $7.32 -0.5%
72 WEAT TEUCRIUM COMMODITY TR Financial Services 2,000.0 $40K NEW $19.97 +22.9%
73 GLU GABELLI GLOBL UTIL & INCOME Financial Services 2,000.0 $39K NEW $19.27 +0.7%
74 CENTRAIS ELET BRAS SA 3,843.0 $36K NEW $9.36
75 BYLD ISHARES TR 1,533.0 $35K NEW $22.77 -1.2%
76 TIDAL TRUST II 1,178.0 $35K NEW $29.60
77 DFSE DIMENSIONAL ETF TRUST 824.0 $34K NEW $41.48 +16.4%
78 CMTL COMTECH TELECOMMUNICATIONS C Technology 6,000.0 $32K NEW $5.29 -9.5%
79 SOLZ VOLATILITY SHS TR 2,487.0 $32K NEW $12.74 -33.3%
80 RECS COLUMBIA ETF TR I 771.0 $31K NEW $40.84 +5.9%
Page 4 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%