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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 24 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BRBR BELLRING BRANDS INC Consumer Defensive 77,559.0 $2.1M 0.00% -2K -3.1% $26.73 -67.8%
462 WPC WP CAREY INC Real Estate 31,954.0 $2.1M 0.00% -648.0 -2.0% $64.36 +15.7%
463 CDW CDW CORP Technology 15,096.0 $2.1M 0.00% -3K -18.5% $136.20 -20.3%
464 KB KB FINL GROUP INC Financial Services 23,885.0 $2.1M 0.00% -4K -13.9% $86.04 +22.7%
465 TNC TENNANT CO Industrials 27,749.0 $2.0M 0.00% -888.0 -3.1% $73.70 +16.9%
466 HMC HONDA MOTOR LTD Consumer Cyclical 68,908.0 $2.0M 0.00% -2K -2.9% $29.48 -10.4%
467 COLB COLUMBIA BKG SYS INC Financial Services 72,613.0 $2.0M 0.00% -3K -3.6% $27.95 +7.6%
468 ASB ASSOCIATED BANC CORP Financial Services 78,658.0 $2.0M 0.00% -2K -2.5% $25.76 +9.9%
469 IRM IRON MTN INC DEL Real Estate 24,427.0 $2.0M 0.00% -2K -6.8% $82.95 +54.8%
470 ON ON SEMICONDUCTOR CORP Technology 37,163.0 $2.0M 0.00% -1K -2.9% $54.15 +134.5%
471 VLUE ISHARES TR 14,405.0 $2.0M 0.00% -427.0 -2.9% $136.73 +42.3%
472 FYC FIRST TR EXCHANGE-TRADED ALP 20,321.0 $2.0M 0.00% -7K -26.2% $96.37 +21.1%
473 TEAM ATLASSIAN CORPORATION Technology 12,060.0 $2.0M 0.00% -823.0 -6.4% $162.14 -47.6%
474 QTEC FIRST TR EXCHANGE-TRADED FD 8,468.0 $1.9M 0.00% -461.0 -5.2% $230.21 +36.4%
475 WSBC WESBANCO INC Financial Services 58,307.0 $1.9M 0.00% -1K -2.2% $33.24 +4.0%
476 RB GLOBAL INC 18,660.0 $1.9M 0.00% -2K -8.5% $102.87
477 LITE LUMENTUM HLDGS INC Technology 5,158.0 $1.9M 0.00% -1K -16.9% $368.59 +147.1%
478 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 7,819.0 $1.9M 0.00% -900.0 -10.3% $242.82 +5.2%
479 CFG CITIZENS FINL GROUP INC Financial Services 32,005.0 $1.9M 0.00% -1K -3.8% $58.41 +9.0%
480 IXN ISHARES TR 17,599.0 $1.8M 0.00% -213.0 -1.2% $105.00 +33.0%
Page 24 of 79  ·  1,574 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%