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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 39 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PEGA PEGASYSTEMS INC Technology 8,228.0 $491K 0.00% -157.0 -1.9% $59.72 -43.5%
762 SNN SMITH & NEPHEW PLC Healthcare 14,857.0 $487K 0.00% -11K -41.8% $32.81 -7.9%
763 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,432.0 $487K 0.00% -81.0 -2.3% $141.83 +9.9%
764 SIRI SIRIUSXM HOLDINGS INC Communication Services 24,171.0 $483K 0.00% -1K -5.3% $20.00 +48.4%
765 VC VISTEON CORP Consumer Cyclical 5,068.0 $482K 0.00% -3K -35.1% $95.10 +23.9%
766 MTRN MATERION CORP Basic Materials 3,848.0 $478K 0.00% -4K -51.8% $124.32 +78.6%
767 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 5,982.0 $477K 0.00% -651.0 -9.8% $79.82 +13.3%
768 BLD TOPBUILD CORP Industrials 1,133.0 $473K 0.00% -119.0 -9.5% $417.19 +0.1%
769 EPAC ENERPAC TOOL GROUP CORP Industrials 12,306.0 $471K 0.00% -2K -13.0% $38.24 -9.9%
770 ZM ZOOM COMMUNICATIONS INC Technology 5,353.0 $462K 0.00% -149.0 -2.7% $86.29 +15.8%
771 ACWV ISHARES INC 3,874.0 $460K 0.00% -2K -33.9% $118.75 +2.7%
772 QQEW FIRST TR EXCHANGE-TRADED FD 3,224.0 $458K 0.00% -1K -25.8% $142.13 +5.8%
773 THG HANOVER INS GROUP INC Financial Services 2,507.0 $458K 0.00% -124.0 -4.7% $182.77 +4.9%
774 JAMES HARDIE INDS PLC 22,076.0 $458K 0.00% -10K -31.7% $20.75
775 GSG ISHARES S&P GSCI COMMODITY- Financial Services 19,828.0 $457K 0.00% -5K -18.7% $23.06 +38.4%
776 FTSM FIRST TR EXCHANGE-TRADED FD 7,615.0 $456K 0.00% -1K -15.0% $59.93 +0.0%
777 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 14,538.0 $454K 0.00% -92.0 -0.6% $31.22 +6.7%
778 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 6,594.0 $454K 0.00% -125.0 -1.9% $68.80 +22.0%
779 CVBF CVB FINL CORP Financial Services 24,375.0 $453K 0.00% -188.0 -0.8% $18.60 +10.2%
780 HYDB ISHARES TR 9,544.0 $452K 0.00% -9K -48.4% $47.35 -1.0%
Page 39 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%