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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 40 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HAL HALLIBURTON CO Energy 110,563.0 $2.7M 0.00% NEW $24.60 +61.1%
782 PEN PENUMBRA INC Healthcare 10,727.0 $2.7M 0.00% NEW $253.32 +27.4%
783 TXT TEXTRON INC Industrials 32,148.0 $2.7M 0.00% NEW $84.49 +10.4%
784 EMN EASTMAN CHEM CO Basic Materials 43,055.0 $2.7M 0.00% NEW $63.05 +19.1%
785 ETHA ISHARES ETHEREUM TR Financial Services 86,061.0 $2.7M 0.00% NEW $31.51 -50.9%
786 FIRST TR EXCHANGE TRADED FD 112,979.0 $2.7M 0.00% NEW $23.71
787 DFAT DIMENSIONAL ETF TRUST 46,011.0 $2.7M 0.00% NEW $58.21 +16.5%
788 PCOR PROCORE TECHNOLOGIES INC Technology 36,695.0 $2.7M 0.00% NEW $72.92 -34.8%
789 OTTR OTTER TAIL CORP Utilities 32,597.0 $2.7M 0.00% NEW $81.97 +7.7%
790 IRM IRON MTN INC DEL Real Estate 26,210.0 $2.7M 0.00% NEW $101.94 +25.1%
791 AER AERCAP HOLDINGS NV Industrials 21,834.0 $2.6M 0.00% NEW $121.00 +16.2%
792 PHG KONINKLIJKE PHILIPS N V Healthcare 96,864.0 $2.6M 0.00% NEW $27.26 -1.4%
793 RBC RBC BEARINGS INC Industrials 6,719.0 $2.6M 0.00% NEW $390.29 +48.6%
794 RPM RPM INTL INC Basic Materials 22,223.0 $2.6M 0.00% NEW $117.88 -10.0%
795 NGG NATIONAL GRID PLC Utilities 35,960.0 $2.6M 0.00% NEW $72.67 +18.6%
796 DAR DARLING INGREDIENTS INC Consumer Defensive 84,469.0 $2.6M 0.00% NEW $30.87 +89.9%
797 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,719.0 $2.6M 0.00% NEW $297.16 -13.5%
798 WST WEST PHARMACEUTICAL SVSC INC Healthcare 9,830.0 $2.6M 0.00% NEW $262.36 +20.9%
799 NFG NATIONAL FUEL GAS CO Energy 27,907.0 $2.6M 0.00% NEW $92.37 -13.8%
800 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,646.0 $2.6M 0.00% NEW $456.00 -34.5%
Page 40 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%