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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 44 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 COWZ PACER FDS TR 36,156.0 $2.1M 0.00% NEW $57.47 +11.8%
862 ASB ASSOCIATED BANC CORP Financial Services 80,677.0 $2.1M 0.00% NEW $25.71 +9.1%
863 KHC KRAFT HEINZ CO Consumer Defensive 79,389.0 $2.1M 0.00% NEW $26.04 -6.8%
864 DG DOLLAR GEN CORP NEW Consumer Defensive 19,985.0 $2.1M 0.00% NEW $103.35 +1.7%
865 INGR INGREDION INC Consumer Defensive 16,886.0 $2.1M 0.00% NEW $122.12 -14.5%
866 STLD STEEL DYNAMICS INC Basic Materials 14,769.0 $2.1M 0.00% NEW $139.43 +85.2%
867 TEAM ATLASSIAN CORPORATION Technology 12,883.0 $2.1M 0.00% NEW $159.70 -44.4%
868 ONON ON HLDG AG Consumer Cyclical 48,449.0 $2.1M 0.00% NEW $42.35 -5.4%
869 QTEC FIRST TR EXCHANGE-TRADED FD 8,929.0 $2.1M 0.00% NEW $229.61 +34.5%
870 JEPI J P MORGAN EXCHANGE TRADED F 35,845.0 $2.0M 0.00% NEW $57.10 -1.4%
871 CRTO CRITEO S A Communication Services 90,517.0 $2.0M 0.00% NEW $22.60 -21.7%
872 NTR NUTRIEN LTD Basic Materials 34,594.0 $2.0M 0.00% NEW $58.71 +17.6%
873 SEALED AIR CORP NEW 57,355.0 $2.0M 0.00% NEW $35.35
874 PAVE GLOBAL X FDS 42,529.0 $2.0M 0.00% NEW $47.63 +19.3%
875 MDYG SPDR SERIES TRUST 22,119.0 $2.0M 0.00% NEW $91.56 +18.3%
876 BOXX EA SERIES TRUST 17,769.0 $2.0M 0.00% NEW $113.86 +2.6%
877 GH GUARDANT HEALTH INC Healthcare 32,086.0 $2.0M 0.00% NEW $62.48 +100.8%
878 AVAV AEROVIRONMENT INC Industrials 6,318.0 $2.0M 0.00% NEW $314.89 -43.4%
879 ICLR ICON PLC Healthcare 11,328.0 $2.0M 0.00% NEW $175.00 -32.9%
880 ASX ASE TECHNOLOGY HLDG CO LTD Technology 178,578.0 $2.0M 0.00% NEW $11.09 +250.9%
Page 44 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%