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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 9 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RUSSELL INVTS EXCHANGE TRADE 101.0 $3K NEW $31.12
162 IHRT IHEARTMEDIA INC Communication Services 736.0 $3K NEW $4.16 +6.0%
163 GLRE GREENLIGHT CAPITAL RE LTD Financial Services 209.0 $3K NEW $14.58 +17.9%
164 JPRE J P MORGAN EXCHANGE TRADED F 64.0 $3K NEW $46.70 +12.3%
165 WLDN WILLDAN GROUP INC Industrials 28.0 $3K NEW $103.68 -9.8%
166 WGMI VALKYRIE ETF TRUST II 75.0 $3K NEW $38.27 +61.8%
167 FRPH FRP HLDGS INC Real Estate 124.0 $3K NEW $22.79 -0.7%
168 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 83.0 $3K NEW $33.73 +25.6%
169 AIP ARTERIS INC Technology 179.0 $3K NEW $15.50 +134.0%
170 SLDP SOLID POWER INC Industrials 652.0 $3K NEW $4.25 -28.0%
171 BENITEC BIOPHARMA INC 202.0 $3K NEW $13.47
172 XSHD INVESCO EXCH TRADED FD TR II 205.0 $3K NEW $12.81 +5.7%
173 BFST BUSINESS FIRST BANCSHARES IN Financial Services 99.0 $3K NEW $26.14 +6.5%
174 AXTI AXT INC Technology 153.0 $3K NEW $16.35 +761.2%
175 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 297.0 $2K NEW $8.41 -6.4%
176 VINFAST AUTO LTD 737.0 $2K NEW $3.34
177 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 1,000.0 $2K NEW $2.43 -6.2%
178 DC DAKOTA GOLD CORP Basic Materials 412.0 $2K NEW $5.68 -7.9%
179 VERA VERA THERAPEUTICS INC Healthcare 43.0 $2K NEW $50.65 -32.8%
180 ANRO ALTO NEUROSCIENCE INC Healthcare 113.0 $2K NEW $17.80 +19.2%
Page 9 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%