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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 74 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 UPBOUND GROUP INC 302.0 $5K -23.0 -7.1% $17.56
1462 SEPN SEPTERNA INC Healthcare 190.0 $5K -75.0 -28.3% $27.88 +1.7%
1463 REAL THE REALREAL INC Consumer Cyclical 332.0 $5K -330.0 -49.9% $15.78 -41.7%
1464 ANGI ANGI INC Communication Services 400.0 $5K -212.0 -34.6% $12.93 -57.3%
1465 CARS CARS COM INC Consumer Cyclical 406.0 $5K -381.0 -48.4% $12.20 -20.9%
1466 APEI AMERICAN PUB ED INC Consumer Defensive 129.0 $5K -123.0 -48.8% $37.80 +36.2%
1467 SMITHFIELD FOODS INC 211.0 $5K -157.0 -42.7% $22.33
1468 GDE WISDOMTREE TR 75.0 $5K -50.0 -40.0% $61.63 +10.6%
1469 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 277.0 $5K -7K -96.2% $16.59 -31.7%
1470 NG NOVAGOLD RES INC Basic Materials 484.0 $5K -1K -72.9% $9.32 -17.1%
1471 CCRN CROSS CTRY HEALTHCARE INC Healthcare 554.0 $4K -651.0 -54.0% $8.10 +61.1%
1472 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,175.0 $4K -95.0 -7.5% $3.81 -9.5%
1473 AVL DIREXION SHS ETF TR 100.0 $4K -180.0 -64.3% $44.09 +28.2%
1474 FRO FRONTLINE PLC Energy 202.0 $4K -97.0 -32.4% $21.82 +70.1%
1475 VSH VISHAY INTERTECHNOLOGY INC Technology 301.0 $4K -398.0 -56.9% $14.49 +226.0%
1476 FLNC FLUENCE ENERGY INC Utilities 220.0 $4K -14K -98.4% $19.78 +8.6%
1477 NTLA INTELLIA THERAPEUTICS INC Healthcare 475.0 $4K -1K -75.8% $8.99 +40.2%
1478 COTY COTY INC Consumer Defensive 1,377.0 $4K -8K -84.8% $3.08 -34.1%
1479 CUREVAC N V 919.0 $4K -758.0 -45.2% $4.52
1480 CPS COOPER STD HLDGS INC Consumer Cyclical 125.0 $4K -55.0 -30.6% $32.83 -13.3%
Page 74 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%