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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 6 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DEFI DEVELOPMENT CORP 3,600.0 $18K NEW $5.05
102 SVOL SIMPLIFY EXCHANGE TRADED FUN 900.0 $16K NEW $17.56 -7.9%
103 ECC EAGLE POINT CREDIT COMPANY I Financial Services 2,742.0 $16K NEW $5.76 -29.9%
104 ETB EATON VANCE TAX MNGED BUY WR Financial Services 1,025.0 $16K NEW $15.27 +0.7%
105 BGSF BGSF INC Industrials 3,000.0 $14K NEW $4.63 +14.0%
106 OLMA OLEMA PHARMACEUTICALS INC Healthcare 538.0 $13K NEW $25.00 -45.3%
107 ETX EATON VANCE MUN INCOME 2028 Financial Services 700.0 $13K NEW $18.70 +2.1%
108 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,000.0 $13K NEW $12.71 +15.4%
109 SACH SACHEM CAP CORP Real Estate 12,000.0 $12K NEW $1.04 +17.3%
110 VOYG VOYAGER TECHNOLOGIES INC Industrials 472.0 $12K NEW $26.14 +70.8%
111 DIVERSIFIED ENERGY CO 843.0 $12K NEW $14.48
112 FSZ FIRST TR EXCH TRD ALPHDX FD 134.0 $11K NEW $80.09 +1.8%
113 STK COLUMBIA SELIGM PREM TECH GR Financial Services 289.0 $11K NEW $36.79 +46.8%
114 FMDE FIDELITY COVINGTON TRUST 291.0 $11K NEW $36.38 +7.7%
115 READY CAPITAL CORP 750.0 $10K NEW $13.74
116 DATAVAULT AI INC 15,306.0 $10K NEW $0.65
117 NUVEEN REAL ESTATE INCOME FD 1,289.0 $10K NEW $7.66
118 VFF VILLAGE FARMS INTL INC Consumer Defensive 2,700.0 $10K NEW $3.65 -28.8%
119 ETHW BITWISE ETHEREUM ETF Financial Services 461.0 $10K NEW $21.27 -30.6%
120 QLTY GMO ETF TRUST 245.0 $9K NEW $38.46 +6.7%
Page 6 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%