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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 77 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BTBT BIT DIGITAL INC Financial Services 1,158.0 $2K -508.0 -30.5% $1.89 +5.3%
1522 WNC WABASH NATL CORP Industrials 243.0 $2K -686.0 -73.8% $8.65 -10.2%
1523 ASPN ASPEN AEROGELS INC Industrials 739.0 $2K -3K -77.9% $2.83 +104.6%
1524 ABCL ABCELLERA BIOLOGICS INC Healthcare 611.0 $2K -864.0 -58.6% $3.42 +52.0%
1525 CDZI CADIZ INC Utilities 358.0 $2K -2K -81.9% $5.61 -24.2%
1526 CVGW CALAVO GROWERS INC Consumer Defensive 92.0 $2K -496.0 -84.3% $21.75 +21.6%
1527 JBI JANUS INTERNATIONAL GROUP IN Industrials 301.0 $2K -3K -91.3% $6.54 -20.5%
1528 LEGH LEGACY HOUSING CORP Consumer Cyclical 99.0 $2K -22.0 -18.2% $19.52 +17.8%
1529 GTX GARRETT MOTION INC Consumer Cyclical 109.0 $2K -84.0 -43.5% $17.43 +91.0%
1530 SPT SPROUT SOCIAL INC Technology 164.0 $2K -394.0 -70.6% $11.27 -39.5%
1531 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 84.0 $2K -7.0 -7.7% $21.82 +29.1%
1532 DAC DANAOS CORPORATION Industrials 18.0 $2K -56.0 -75.7% $94.17 +39.0%
1533 MEI METHODE ELECTRS INC Technology 240.0 $2K -236.0 -49.6% $6.64 +69.2%
1534 WRLD WORLD ACCEP CORPORATION Financial Services 11.0 $2K -2.0 -15.4% $140.36 +13.9%
1535 ASTRANA HEALTH INC 62.0 $2K -54.0 -46.5% $24.81
1536 MCW MISTER CAR WASH INC Consumer Cyclical 276.0 $2K -149.0 -35.1% $5.56 +27.7%
1537 ULCC FRONTIER GROUP HLDGS INC Industrials 321.0 $2K -5K -93.7% $4.71 +5.1%
1538 TIZIANA LIFE SCIENCES LTD 1,000.0 $1K -9K -90.2% $1.49
1539 TARS TARSUS PHARMACEUTICALS INC Healthcare 18.0 $1K -65.0 -78.3% $81.89 -24.0%
1540 SERV SERVE ROBOTICS INC Industrials 139.0 $1K -154.0 -52.6% $10.38 -16.2%
Page 77 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%