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Portfolio (Quarterly) Guide ↗

US BANCORP \DE\

· CIK 0000036104
13F Portfolio $84.4B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3997 New
Page 147 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 NEMD NEUBERGER BERMAN ETF TRUST 565.0 $29K NEW $50.96 +3.8%
2922 RPD RAPID7 INC Technology 1,534.0 $29K NEW $18.75 -60.3%
2923 YYY AMPLIFY ETF TR 2,425.0 $29K NEW $11.81 -2.4%
2924 IOSP INNOSPEC INC Basic Materials 371.0 $29K NEW $77.16 +6.6%
2925 KRNY KEARNY FINL CORP MD Financial Services 4,356.0 $29K NEW $6.57 +25.0%
2926 TNDM TANDEM DIABETES CARE INC Healthcare 2,355.0 $29K NEW $12.14 +37.7%
2927 XPLR INFRASTRUCTURE LP 2,800.0 $28K NEW $10.17
2928 AMR ALPHA METALLURGICAL RESOUR I Energy 173.0 $28K NEW $164.09 +30.2%
2929 OSPN ONESPAN INC Technology 1,786.0 $28K NEW $15.89 -12.5%
2930 IAUM ISHARES GOLD TR Financial Services 734.0 $28K NEW $38.50 +16.4%
2931 AMTB AMERANT BANCORP INC Financial Services 1,463.0 $28K NEW $19.27 +16.3%
2932 ESML ISHARES TR 625.0 $28K NEW $45.08 +18.2%
2933 OMCL OMNICELL COM Healthcare 925.0 $28K NEW $30.45 +46.9%
2934 OLP ONE LIBERTY PPTYS INC Real Estate 1,271.0 $28K NEW $22.12 +7.1%
2935 JACK JACK IN THE BOX INC Consumer Cyclical 1,420.0 $28K NEW $19.77 -41.5%
2936 VVX V2X INC Industrials 482.0 $28K NEW $58.09 +38.9%
2937 NBR NABORS INDUSTRIES LTD Energy 685.0 $28K NEW $40.87 +128.2%
2938 APPN APPIAN CORP Technology 912.0 $28K NEW $30.57 -27.9%
2939 MTBA SIMPLIFY EXCHANGE TRADED FUN 553.0 $28K NEW $50.39 -2.5%
2940 EWS ISHARES INC 981.0 $28K NEW $28.34 +3.8%
Page 147 of 200  ·  3,997 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 27.1%
Financial Services 22.9%
Healthcare 10.2%
Industrials 9.8%
Consumer Cyclical 7.7%
Communication Services 7.5%
Consumer Defensive 6.7%
Energy 3.6%
Basic Materials 1.7%
Utilities 1.5%