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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 45 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 DFUS DIMENSIONAL ETF TRUST 27,250.0 $2.0M 0.00% NEW $72.44 +12.9%
882 DB DEUTSCHE BANK A G Financial Services 55,460.0 $2.0M 0.00% NEW $35.41 -6.1%
883 KE KIMBALL ELECTRONICS INC Industrials 65,753.0 $2.0M 0.00% NEW $29.86 -12.1%
884 BWXT BWX TECHNOLOGIES INC Industrials 10,624.0 $2.0M 0.00% NEW $184.37 +9.2%
885 EWJ ISHARES INC 24,334.0 $2.0M 0.00% NEW $80.21 +15.1%
886 ST SENSATA TECHNOLOGIES HLDG PL Technology 63,674.0 $1.9M 0.00% NEW $30.55 +64.6%
887 COLB COLUMBIA BKG SYS INC Financial Services 75,333.0 $1.9M 0.00% NEW $25.74 +15.4%
888 FDL FIRST TR EXCHANGE-TRADED FD 44,564.0 $1.9M 0.00% NEW $43.41 +16.2%
889 JEF JEFFERIES FINL GROUP INC Financial Services 29,570.0 $1.9M 0.00% NEW $65.42 -20.4%
890 EUHY ISHARES INC 34,684.0 $1.9M 0.00% NEW $55.61 -3.7%
891 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 38,156.0 $1.9M 0.00% NEW $50.37 +26.0%
892 FERG FERGUSON ENTERPRISES INC Industrials 8,480.0 $1.9M 0.00% NEW $224.59 +3.0%
893 WSBC WESBANCO INC Financial Services 59,643.0 $1.9M 0.00% NEW $31.93 +8.4%
894 POOL POOL CORP Industrials 6,137.0 $1.9M 0.00% NEW $310.15 -40.7%
895 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 127,153.0 $1.9M 0.00% NEW $14.96 -6.8%
896 ON ON SEMICONDUCTOR CORP Technology 38,290.0 $1.9M 0.00% NEW $49.31 +153.5%
897 BKH BLACK HILLS CORP Utilities 30,526.0 $1.9M 0.00% NEW $61.59 +20.5%
898 LII LENNOX INTL INC Industrials 3,548.0 $1.9M 0.00% NEW $529.59 -4.2%
899 BHF BRIGHTHOUSE FINL INC Financial Services 35,357.0 $1.9M 0.00% NEW $53.08 +17.9%
900 FFIV F5 INC Technology 5,785.0 $1.9M 0.00% NEW $323.19 +20.7%
Page 45 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%