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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 78 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SGRY SURGERY PARTNERS INC Healthcare 90.0 $1K -177.0 -66.3% $15.46 -13.3%
1542 ZIP ZIPRECRUITER INC Industrials 355.0 $1K -350.0 -49.6% $3.90 -19.0%
1543 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 37.0 $1K -281.0 -88.4% $36.30 +1.3%
1544 SXC SUNCOKE ENERGY INC Energy 185.0 $1K -780.0 -80.8% $7.20 +16.7%
1545 ACCO ACCO BRANDS CORP Industrials 340.0 $1K -3K -88.7% $3.73 +2.4%
1546 SHYG ISHARES TR 29.0 $1K -77.0 -72.6% $42.86 -1.0%
1547 FORGE GLOBAL HOLDINGS INC 27.0 $1K -221K -100.0% $44.56
1548 XRX XEROX HOLDINGS CORP Technology 436.0 $1K -11K -96.2% $2.37 +5.5%
1549 CVLG COVENANT LOGISTICS GROUP INC Industrials 43.0 $948.0 -82.0 -65.6% $22.05 +69.7%
1550 NAGE NIAGEN BIOSCIENCE INC Healthcare 148.0 $941.0 -36.0 -19.6% $6.36 -42.4%
1551 ROOT INC 13.0 $939.0 -22.0 -62.9% $72.23
1552 SIGA SIGA TECHNOLOGIES INC Healthcare 144.0 $880.0 -169.0 -54.0% $6.11 -23.4%
1553 CNDT CONDUENT INC Technology 441.0 $847.0 -4K -89.8% $1.92 -2.1%
1554 SFIX STITCH FIX INC Consumer Cyclical 161.0 $845.0 -777.0 -82.8% $5.25 -36.6%
1555 APARTMENT INVT & MGMT CO 131.0 $778.0 -280.0 -68.1% $5.94
1556 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 67.0 $775.0 -5K -98.8% $11.57 +37.3%
1557 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 28.0 $715.0 -50.0 -64.1% $25.54 +7.9%
1558 OSG OCTAVE SPECIALTY GROUP INC Financial Services 81.0 $630.0 -674.0 -89.3% $7.78 -27.9%
1559 OPK OPKO HEALTH INC Healthcare 500.0 $630.0 -600.0 -54.5% $1.26 +0.8%
1560 LQDA LIQUIDIA CORPORATION Healthcare 17.0 $586.0 -87.0 -83.7% $34.47 +76.9%
Page 78 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%