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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 8 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGEM CULLINAN THERAPEUTICS INC Healthcare 483.0 $5K NEW $10.35 +33.7%
142 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 171.0 $5K NEW $28.54 -0.8%
143 RUSSELL INVTS EXCHANGE TRADE 163.0 $5K NEW $29.20
144 REMG RUSSELL INVTS EXCHANGE TRADE 161.0 $5K NEW $29.52 +21.7%
145 MCBS METROCITY BANKSHARES INC Financial Services 179.0 $5K NEW $26.54 +22.9%
146 CQQQ INVESCO EXCH TRADED FD TR II 89.0 $5K NEW $52.00 +1.5%
147 VFLO VICTORY PORTFOLIOS II 116.0 $5K NEW $39.38 +12.2%
148 TSPA T ROWE PRICE ETF INC 101.0 $4K NEW $42.78 +10.1%
149 PFFA ETFIS SER TR I 200.0 $4K NEW $21.55 -1.5%
150 JMSI J P MORGAN EXCHANGE TRADED F 80.0 $4K NEW $50.38 -1.2%
151 MORGAN STANLEY PATHWAY FDS 72.0 $4K NEW $54.39
152 VUZI VUZIX CORP Technology 1,000.0 $4K NEW $3.78 +36.0%
153 JHMM JOHN HANCOCK EXCHANGE TRADED 53.0 $3K NEW $65.85 +10.3%
154 JHEM JOHN HANCOCK EXCHANGE TRADED 106.0 $3K NEW $32.77 +19.4%
155 NFXL DIREXION SHS ETF TR 110.0 $3K NEW $30.65 -19.6%
156 DFIS DIMENSIONAL ETF TRUST 102.0 $3K NEW $32.94 +10.2%
157 GPGI COMPOSECURE INC Industrials 173.0 $3K NEW $19.28 -35.6%
158 PPLT CALL ABRDN PLATINUM ETF TRUST Financial Services 2.0 $3K NEW $1643.00 -98.9%
159 RUSSELL INVTS EXCHANGE TRADE 123.0 $3K NEW $25.79
160 PLTK PLAYTIKA HLDG CORP Technology 798.0 $3K NEW $3.95 -13.4%
Page 8 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%