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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 72 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BRIGHTSTAR LOTTERY PLC 600.0 $9K -35.0 -5.5% $15.48
1422 BUG GLOBAL X FDS 304.0 $9K -33.0 -9.8% $30.46 +13.9%
1423 RGR STURM RUGER & CO INC Industrials 282.0 $9K -1K -79.1% $32.65 +23.0%
1424 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 298.0 $9K -234.0 -44.0% $30.10 -1.5%
1425 USLM UNITED STS LIME & MINERALS I Basic Materials 74.0 $9K -10.0 -11.9% $119.74 -9.5%
1426 KRNT KORNIT DIGITAL LTD Industrials 616.0 $9K -5K -89.4% $14.38 +3.4%
1427 EEMA ISHARES INC 93.0 $9K -24.0 -20.5% $94.02 +24.8%
1428 PL PLANET LABS PBC Industrials 435.0 $9K -465.0 -51.7% $19.72 +157.5%
1429 ACH OWENS & MINOR INC NEW Healthcare 3,034.0 $8K -2K -35.5% $2.80 +0.0%
1430 GTY GETTY RLTY CORP NEW Real Estate 308.0 $8K -530.0 -63.2% $27.37 +21.6%
1431 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 179.0 $8K -53.0 -22.8% $46.30 -26.6%
1432 RNW RENEW ENERGY GLOBAL PLC Utilities 1,444.0 $8K -2K -54.0% $5.65 +7.7%
1433 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 253.0 $8K -287.0 -53.1% $31.89 +11.1%
1434 VTOL BRISTOW GROUP INC Energy 215.0 $8K -40.0 -15.7% $36.62 +18.3%
1435 PRAA PRA GROUP INC Financial Services 438.0 $8K -27K -98.4% $17.69 -15.2%
1436 UFOX ETF SER SOLUTIONS 120.0 $8K -26.0 -17.8% $63.83 +60.5%
1437 HCM HUTCHMED CHINA LTD Healthcare 573.0 $8K -16.0 -2.7% $13.33 -11.1%
1438 IMVT IMMUNOVANT INC Healthcare 300.0 $8K -146.0 -32.7% $25.42 +35.0%
1439 TDOC TELADOC HEALTH INC Healthcare 1,069.0 $7K -650.0 -37.8% $7.00 -5.3%
1440 GO GROCERY OUTLET HLDG CORP Consumer Defensive 716.0 $7K -2K -75.8% $10.10 -19.6%
Page 72 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%