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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 156 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 289.0 $19K NEW $64.28 +20.5%
3102 XSVM INVESCO EXCHANGE TRADED FD T 328.0 $19K NEW $56.46 +19.0%
3103 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 616.0 $18K NEW $30.02 +31.3%
3104 NOODLES & CO 29,000.0 $18K NEW $0.64
3105 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 1,806.0 $18K NEW $10.20 +3.1%
3106 HSTM HEALTHSTREAM INC Healthcare 649.0 $18K NEW $28.25 -14.2%
3107 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 740.0 $18K NEW $24.72 +25.6%
3108 EMLP FIRST TR EXCHANGE-TRADED FD 472.0 $18K NEW $38.29 +14.3%
3109 CHIPMOS TECHNOLOGIES INC 944.0 $18K NEW $19.11
3110 TRIP TRIPADVISOR INC Consumer Cyclical 1,106.0 $18K NEW $16.26 -37.3%
3111 ENVX ENOVIX CORPORATION Industrials 1,792.0 $18K NEW $9.97 -24.8%
3112 GEVO GEVO INC Basic Materials 9,089.0 $18K NEW $1.96 -8.2%
3113 BELFB BEL FUSE INC Technology 126.0 $18K NEW $141.02 +98.6%
3114 FOLD AMICUS THERAPEUTICS INC Healthcare 2,251.0 $18K NEW $7.88 +83.9%
3115 CDL VICTORY PORTFOLIOS II 254.0 $18K NEW $69.59 +9.9%
3116 IDEQ LAZARD ACTIVE ETF TR 620.0 $18K NEW $28.35 +24.2%
3117 LIBERTY GLOBAL LTD 1,527.0 $17K NEW $11.46
3118 OPRT OPORTUN FINL CORP Financial Services 2,798.0 $17K NEW $6.17 -15.6%
3119 JOET VIRTUS ETF TR II 400.0 $17K NEW $43.01 +2.7%
3120 EFR EATON VANCE SR FLTNG RTE TR Financial Services 1,500.0 $17K NEW $11.44 -7.9%
Page 156 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%