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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 43 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 IGRO ISHARES TR 27,704.0 $2.2M 0.00% NEW $79.67 +11.2%
842 WPC WP CAREY INC Real Estate 32,602.0 $2.2M 0.00% NEW $67.57 +10.3%
843 VYMI VANGUARD WHITEHALL FDS 25,915.0 $2.2M 0.00% NEW $84.68 +18.6%
844 IBB ISHARES TR 15,182.0 $2.2M 0.00% NEW $144.37 +18.0%
845 PRF INVESCO EXCHANGE TRADED FD T 48,403.0 $2.2M 0.00% NEW $45.21 +18.3%
846 HMC HONDA MOTOR LTD Consumer Cyclical 70,991.0 $2.2M 0.00% NEW $30.80 -13.1%
847 FE FIRSTENERGY CORP Utilities 47,399.0 $2.2M 0.00% NEW $45.82 +2.6%
848 MLI MUELLER INDS INC Industrials 21,461.0 $2.2M 0.00% NEW $101.11 +34.6%
849 PAYC PAYCOM SOFTWARE INC Technology 10,409.0 $2.2M 0.00% NEW $208.14 -36.3%
850 RDNT RADNET INC Healthcare 28,350.0 $2.2M 0.00% NEW $76.21 -29.2%
851 GNRC GENERAC HLDGS INC Industrials 12,839.0 $2.1M 0.00% NEW $167.40 +64.3%
852 TPR TAPESTRY INC Consumer Cyclical 18,920.0 $2.1M 0.00% NEW $113.22 +23.4%
853 PTC PTC INC Technology 10,546.0 $2.1M 0.00% NEW $203.02 -29.6%
854 MTB M & T BK CORP Financial Services 10,709.0 $2.1M 0.00% NEW $197.62 +8.9%
855 TOST TOAST INC Technology 57,928.0 $2.1M 0.00% NEW $36.51 -32.7%
856 RYANAIR HOLDINGS PLC 35,002.0 $2.1M 0.00% NEW $60.22
857 FAF FIRST AMERN FINL CORP Financial Services 32,666.0 $2.1M 0.00% NEW $64.24 +5.1%
858 PAA PLAINS ALL AMERN PIPELINE L Energy 122,962.0 $2.1M 0.00% NEW $17.06 +35.6%
859 NVR NVR INC Consumer Cyclical 259.0 $2.1M 0.00% NEW $8034.66 -23.9%
860 HAS HASBRO INC Consumer Cyclical 27,426.0 $2.1M 0.00% NEW $75.85 +16.5%
Page 43 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%