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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 73 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 TIC TIC SOLUTIONS INC Industrials 687.0 $7K -36.0 -5.0% $10.11 -14.6%
1442 EATON VANCE TAX-ADVANTAGED G 225.0 $7K -950.0 -80.8% $30.35
1443 JBLU JETBLUE AWYS CORP Industrials 1,484.0 $7K -24K -94.1% $4.55 +15.7%
1444 VISN COMMSCOPE HLDG CO INC Technology 372.0 $7K -200.0 -35.0% $18.13 -31.5%
1445 SFNC SIMMONS 1ST NATL CORP Financial Services 355.0 $7K -25.0 -6.6% $18.85 +13.6%
1446 GCMG GCM GROSVENOR INC Financial Services 591.0 $7K -9.0 -1.5% $11.32 -4.1%
1447 OXM OXFORD INDS INC Consumer Cyclical 193.0 $7K -125.0 -39.3% $34.20 +27.1%
1448 COMP COMPASS INC Technology 607.0 $6K -382.0 -38.6% $10.57 -19.4%
1449 UAA UNDER ARMOUR INC Consumer Cyclical 1,222.0 $6K -2K -61.4% $4.97 +11.8%
1450 RBBN RIBBON COMMUNICATIONS INC Communication Services 2,085.0 $6K -73.0 -3.4% $2.88 -3.0%
1451 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 829.0 $6K -445.0 -34.9% $7.16 -10.1%
1452 DOO BRP INC Consumer Cyclical 82.0 $6K -55.0 -40.1% $70.76 -19.9%
1453 CIM CHIMERA INVT CORP Real Estate 462.0 $6K -209.0 -31.1% $12.43 +7.7%
1454 FRSH FRESHWORKS INC Technology 467.0 $6K -153.0 -24.7% $12.25 -25.8%
1455 SMMT SUMMIT THERAPEUTICS INC Healthcare 325.0 $6K -356.0 -52.3% $17.49 -6.9%
1456 PLAY DAVE & BUSTERS ENTMT INC Communication Services 346.0 $6K -518.0 -60.0% $16.21 -23.2%
1457 TDF TEMPLETON DRAGON FD INC Financial Services 495.0 $6K -3K -85.6% $11.26 -0.7%
1458 AVIV AMERICAN CENTY ETF TR 78.0 $6K -45.0 -36.6% $71.23 +12.2%
1459 FDIS FIDELITY COVINGTON TRUST 54.0 $6K -47.0 -46.5% $102.17 +0.5%
1460 CMRE COSTAMARE INC Industrials 345.0 $5K -190.0 -35.5% $15.79 +2.7%
Page 73 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%