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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 47 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FHN FIRST HORIZON CORPORATION Financial Services 77,844.0 $1.8M 0.00% NEW $22.61 +7.1%
922 NI NISOURCE INC Utilities 40,631.0 $1.8M 0.00% NEW $43.30 +9.7%
923 SR SPIRE INC Utilities 21,580.0 $1.8M 0.00% NEW $81.52 +5.1%
924 MOO VANECK ETF TRUST 23,905.0 $1.8M 0.00% NEW $73.45 +9.5%
925 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 19,661.0 $1.7M 0.00% NEW $88.76 -25.9%
926 WHR WHIRLPOOL CORP Consumer Cyclical 22,130.0 $1.7M 0.00% NEW $78.60 -43.6%
927 WAB WABTEC Industrials 8,672.0 $1.7M 0.00% NEW $200.48 +30.3%
928 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 118,724.0 $1.7M 0.00% NEW $14.64 +10.5%
929 HQY HEALTHEQUITY INC Healthcare 18,337.0 $1.7M 0.00% NEW $94.77 -8.1%
930 PAGP PLAINS GP HLDGS L P Energy 95,076.0 $1.7M 0.00% NEW $18.24 +36.2%
931 NOK NOKIA CORP Technology 360,425.0 $1.7M 0.00% NEW $4.81 +226.8%
932 JEPQ J P MORGAN EXCHANGE TRADED F 30,130.0 $1.7M 0.00% NEW $57.52 +5.7%
933 FV FIRST TR EXCHANGE TRADED FD 27,902.0 $1.7M 0.00% NEW $62.04 +15.8%
934 GLPI GAMING & LEISURE PPTYS INC Real Estate 36,985.0 $1.7M 0.00% NEW $46.61 +2.4%
935 XLRE SELECT SECTOR SPDR TR 40,820.0 $1.7M 0.00% NEW $42.13 +6.0%
936 XPEV XPENG INC Consumer Cyclical 73,238.0 $1.7M 0.00% NEW $23.42 -29.7%
937 CBOE CBOE GLOBAL MKTS INC Financial Services 6,963.0 $1.7M 0.00% NEW $245.24 +42.7%
938 FYT FIRST TR EXCHANGE-TRADED ALP 30,449.0 $1.7M 0.00% NEW $56.00 +18.3%
939 HSIC HENRY SCHEIN INC Healthcare 25,679.0 $1.7M 0.00% NEW $66.37 +14.2%
940 SMLF ISHARES TR 22,843.0 $1.7M 0.00% NEW $74.35 +14.5%
Page 47 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%