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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 75 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 LIFE360 INC 63.0 $4K -4.0 -6.0% $64.14
1482 SWBI SMITH & WESSON BRANDS INC Industrials 409.0 $4K -156.0 -27.6% $9.87 +56.7%
1483 VOTE TCW ETF TRUST 50.0 $4K -25.0 -33.3% $80.22 +9.3%
1484 BMBL BUMBLE INC Technology 1,111.0 $4K -968.0 -46.6% $3.57 -12.9%
1485 AMERICAN BITCOIN CORP. 2,300.0 $4K -700.0 -23.3% $1.70
1486 BKV BKV CORP Energy 144.0 $4K -77.0 -34.8% $27.15 +4.2%
1487 NRIX NURIX THERAPEUTICS INC Healthcare 202.0 $4K -28.0 -12.2% $18.97 -7.8%
1488 VYX NCR VOYIX CORPORATION Technology 369.0 $4K -108.0 -22.6% $10.20 -35.4%
1489 J P MORGAN EXCHANGE TRADED F 72.0 $4K -1K -93.9% $50.07
1490 BHB BAR HBR BANKSHARES Financial Services 111.0 $3K -81.0 -42.2% $31.05 +11.6%
1491 UUUU ENERGY FUELS INC Energy 236.0 $3K -3K -93.5% $14.54 +24.1%
1492 XRT SPDR SERIES TRUST 38.0 $3K -102.0 -72.9% $85.29 -3.2%
1493 NXDR NEXTDOOR HOLDINGS INC Communication Services 1,516.0 $3K -830.0 -35.4% $2.10 -3.8%
1494 ESQ ESQUIRE FINL HLDGS INC Financial Services 31.0 $3K -24.0 -43.6% $102.06 +8.6%
1495 USNA USANA HEALTH SCIENCES INC Consumer Defensive 161.0 $3K -677.0 -80.8% $19.63 -4.5%
1496 ALIT ALIGHT INC Technology 1,616.0 $3K -194.0 -10.7% $1.95 -58.0%
1497 CDLX CARDLYTICS INC Communication Services 2,692.0 $3K -711.0 -20.9% $1.15 -39.8%
1498 CLBK COLUMBIA FINL INC Financial Services 199.0 $3K -169.0 -45.9% $15.54 +31.0%
1499 OCUL OCULAR THERAPEUTIX INC Healthcare 254.0 $3K -128.0 -33.5% $12.14 -32.2%
1500 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 944.0 $3K -943.0 -50.0% $3.25 +35.4%
Page 75 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%