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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 55 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 AMAL AMALGAMATED FINANCIAL CORP Financial Services 3,627.0 $116K -544.0 -13.0% $32.03 +30.1%
1082 NUSC NUSHARES ETF TR 2,601.0 $116K -617.0 -19.2% $44.65 +11.9%
1083 LIVN LIVANOVA PLC Healthcare 1,883.0 $116K -884.0 -31.9% $61.53 +19.2%
1084 LRN STRIDE INC Consumer Defensive 1,783.0 $116K -3K -64.0% $64.93 +40.7%
1085 KRUS KURA SUSHI USA INC Consumer Cyclical 2,200.0 $115K -499.0 -18.5% $52.33 +8.8%
1086 FREL FIDELITY COVINGTON TRUST 4,200.0 $113K -55.0 -1.3% $26.89 +9.9%
1087 VUSB VANGUARD BD INDEX FDS 2,260.0 $113K -490.0 -17.8% $49.84 -0.1%
1088 HOMB HOME BANCSHARES INC Financial Services 4,044.0 $112K -46.0 -1.1% $27.78 -3.9%
1089 IMKTA INGLES MKTS INC Consumer Defensive 1,636.0 $112K -17.0 -1.0% $68.55 +29.5%
1090 CX CEMEX SAB DE CV Basic Materials 9,758.0 $112K -1K -11.6% $11.49 +14.6%
1091 JOBY JOBY AVIATION INC Industrials 8,424.0 $111K -4K -34.4% $13.20 -13.4%
1092 LIBERTY GLOBAL LTD 10,010.0 $111K -782.0 -7.2% $11.04
1093 WSC WILLSCOT HLDGS CORP Industrials 5,852.0 $110K -2K -21.7% $18.83 +39.0%
1094 PSN PARSONS CORP DEL Industrials 1,772.0 $110K -568.0 -24.3% $61.80 -8.0%
1095 FTRE FORTREA HLDGS INC Healthcare 6,250.0 $108K -403.0 -6.1% $17.25 -21.8%
1096 NJR NEW JERSEY RES CORP Utilities 2,337.0 $108K -790.0 -25.3% $46.12 +23.2%
1097 CNK CINEMARK HLDGS INC Communication Services 4,612.0 $107K -120.0 -2.5% $23.24 +16.7%
1098 WVE WAVE LIFE SCIENCES LTD Healthcare 6,263.0 $106K -1K -18.5% $17.00 -62.1%
1099 USFR WISDOMTREE TR 2,105.0 $106K -6K -74.5% $50.32 +0.0%
1100 PJT PJT PARTNERS INC Financial Services 630.0 $105K -25.0 -3.8% $167.20 -6.6%
Page 55 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%