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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 70 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 HE HAWAIIAN ELEC INDUSTRIES Utilities 1,097.0 $13K -1K -53.3% $12.30 +11.0%
1382 ANDE ANDERSONS INC Consumer Defensive 249.0 $13K -15.0 -5.7% $53.17 +34.2%
1383 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 470.0 $13K -42.0 -8.2% $27.85 +57.3%
1384 RIG TRANSOCEAN LTD Energy 3,156.0 $13K -19K -86.0% $4.13 +56.9%
1385 ARTNA ARTESIAN RES CORP Utilities 408.0 $13K -49.0 -10.7% $31.61 +2.8%
1386 HSTM HEALTHSTREAM INC Healthcare 558.0 $13K -91.0 -14.0% $23.07 +5.6%
1387 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 326.0 $13K -11.0 -3.3% $39.31 -24.5%
1388 BSBR BANCO SANTANDER BRASIL S A Financial Services 2,094.0 $13K -508.0 -19.5% $6.11 -10.6%
1389 KIDS ORTHOPEDIATRICS CORP Healthcare 713.0 $13K -637.0 -47.2% $17.76 +0.8%
1390 VRRM VERRA MOBILITY CORP Technology 565.0 $13K -2K -79.6% $22.41 -41.6%
1391 EIG EMPLOYERS HLDGS INC Financial Services 292.0 $13K -13.0 -4.3% $43.21 +1.5%
1392 LNN LINDSAY CORP Industrials 107.0 $13K -146.0 -57.7% $117.87 -6.1%
1393 CABO CABLE ONE INC Communication Services 111.0 $13K -197.0 -64.0% $112.86 -53.8%
1394 RLJ RLJ LODGING TR Real Estate 1,645.0 $12K -346.0 -17.4% $7.45 +32.5%
1395 RDWR RADWARE LTD Technology 505.0 $12K -35.0 -6.5% $24.09 +24.1%
1396 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 1,201.0 $12K -605.0 -33.5% $10.09 +3.7%
1397 ACT ENACT HLDGS INC Financial Services 291.0 $12K -40.0 -12.1% $39.64 +8.3%
1398 SKYWARD SPECIALTY INS GROUP 221.0 $11K -718.0 -76.5% $51.11
1399 SHLD GLOBAL X FDS 174.0 $11K -112.0 -39.2% $64.79 +2.1%
1400 TPC TUTOR PERINI CORP Industrials 168.0 $11K -6.0 -3.5% $67.02 +11.4%
Page 70 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%