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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 46 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UMBF UMB FINL CORP Financial Services 15,766.0 $1.9M 0.00% NEW $118.35 +11.3%
902 TER TERADYNE INC Technology 13,523.0 $1.9M 0.00% NEW $137.64 +173.1%
903 EBC EASTERN BANKSHARES INC Financial Services 102,459.0 $1.9M 0.00% NEW $18.15 +10.0%
904 VLUE ISHARES TR 14,832.0 $1.9M 0.00% NEW $125.05 +56.4%
905 CGNX COGNEX CORP Technology 40,796.0 $1.8M 0.00% NEW $45.30 +47.2%
906 THOMSON REUTERS CORP 11,856.0 $1.8M 0.00% NEW $155.33
907 IXN ISHARES TR 17,812.0 $1.8M 0.00% NEW $103.21 +35.0%
908 VCSH VANGUARD SCOTTSDALE FDS 22,982.0 $1.8M 0.00% NEW $79.94 -1.1%
909 TD TORONTO DOMINION BK ONT Financial Services 22,969.0 $1.8M 0.00% NEW $79.95 +40.3%
910 CHT CHUNGHWA TELECOM CO LTD Communication Services 41,851.0 $1.8M 0.00% NEW $43.62 +0.3%
911 NTAP NETAPP INC Technology 15,398.0 $1.8M 0.00% NEW $118.47 +20.5%
912 BAX BAXTER INTL INC Healthcare 80,067.0 $1.8M 0.00% NEW $22.77 -15.1%
913 DFNM DIMENSIONAL ETF TRUST 37,952.0 $1.8M 0.00% NEW $47.98 +0.3%
914 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,185.0 $1.8M 0.00% NEW $431.76 -27.8%
915 MORN MORNINGSTAR INC Financial Services 7,782.0 $1.8M 0.00% NEW $232.02 -23.9%
916 CHTR CHARTER COMMUNICATIONS INC N Communication Services 6,489.0 $1.8M 0.00% NEW $275.11 -46.5%
917 JMEE J P MORGAN EXCHANGE TRADED F 28,120.0 $1.8M 0.00% NEW $63.43 +17.2%
918 CFG CITIZENS FINL GROUP INC Financial Services 33,254.0 $1.8M 0.00% NEW $53.16 +18.7%
919 IHI ISHARES TR 29,392.0 $1.8M 0.00% NEW $60.08 -18.2%
920 IOO ISHARES TR 14,691.0 $1.8M 0.00% NEW $120.01 +18.3%
Page 46 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%