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Portfolio (Quarterly) Guide ↗

US BANCORP \DE\

· CIK 0000036104
13F Portfolio $85.3B AUM 9,649 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 256 New 1229 Added 1574 Reduced 217 Exited
Page 5 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BCX BLACKROCK RES & COMMODITIES Financial Services 2,722.0 $30K NEW $10.98 +9.7%
82 VNM VANECK ETF TRUST 1,533.0 $29K NEW $19.08 -1.7%
83 SPEU SPDR INDEX SHS FDS 560.0 $29K NEW $52.13 +5.6%
84 BSOL BITWISE SOLANA STAKING ETF Financial Services 1,780.0 $29K NEW $16.40 -30.4%
85 FCEL FUELCELL ENERGY INC Industrials 3,763.0 $28K NEW $7.31 +242.1%
86 CWS ADVISORSHARES TR 400.0 $27K NEW $68.73 -2.2%
87 GSOL GRAYSCALE SOLANA TR ETF Financial Services 2,991.0 $27K NEW $9.10 -30.4%
88 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 1,904.0 $27K NEW $14.10 +0.1%
89 TYG TORTOISE ENERGY INFRA CORP Financial Services 647.0 $26K NEW $40.90 +12.9%
90 GAL SSGA ACTIVE ETF TR 511.0 $25K NEW $49.45 +7.4%
91 ISHARES TR 1,220.0 $25K NEW $20.53
92 RUSSELL INVTS EXCHANGE TRADE 800.0 $24K NEW $29.69
93 FET FORUM ENERGY TECHNOLOGIES IN Energy 636.0 $24K NEW $36.95 +54.5%
94 MMLP MARTIN MIDSTREAM PRTNRS L P Energy 9,000.0 $23K NEW $2.61 -3.8%
95 OIA INVESCO MUNI INCOME OPP TRST Financial Services 3,660.0 $22K NEW $6.01 -0.0%
96 VGM INVESCO TR INVT GRADE MUNS Financial Services 2,041.0 $21K NEW $10.37 -3.0%
97 XRPC CANARY XRP ETF 1,051.0 $20K NEW $19.45 -26.9%
98 NOVA MINERALS LTD 3,300.0 $20K NEW $6.11
99 FBND FIDELITY MERRIMACK STR TR 432.0 $20K NEW $46.04 -1.4%
100 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 1,935.0 $20K NEW $10.23 +3.7%
Page 5 of 13  ·  256 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 26.3%
Financial Services 23.2%
Healthcare 11.3%
Industrials 9.7%
Communication Services 8.3%
Consumer Cyclical 7.4%
Consumer Defensive 6.3%
Energy 3.4%
Basic Materials 1.7%
Utilities 1.5%