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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 156 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 IDEQ LAZARD ACTIVE ETF TR 620.0 $19K $30.35 +16.4%
3102 TAC TRANSALTA CORP Utilities 1,483.0 $19K $12.64 +11.0%
3103 XSVM INVESCO EXCHANGE TRADED FD T 328.0 $19K $57.14 +17.2%
3104 CURB CURBLINE PPTYS CORP Real Estate 806.0 $19K +90.0 +12.6% $23.21 +25.0%
3105 KEQU KEWAUNEE SCIENTIFIC CORP Consumer Cyclical 500.0 $19K -400.0 -44.4% $37.41 +3.3%
3106 TCBK TRICO BANCSHARES Financial Services 394.0 $19K -57.0 -12.6% $47.37 +5.7%
3107 CRCL CIRCLE INTERNET GROUP INC Financial Services 235.0 $19K +41.0 +21.1% $79.30 +34.3%
3108 BTG B2GOLD CORP Basic Materials 4,120.0 $19K -70K -94.4% $4.51 +4.2%
3109 LUMENTUM HLDGS INC 5,000.0 $19K $3.71
3110 KOS KOSMOS ENERGY LTD Energy 20,382.0 $18K -15K -42.6% $0.91 +200.9%
3111 AVK ADVENT CONV & INCOME FD Financial Services 1,474.0 $18K $12.54 +3.8%
3112 MTW MANITOWOC CO INC Industrials 1,540.0 $18K -40.0 -2.5% $11.99 +0.8%
3113 BKE BUCKLE INC Consumer Cyclical 345.0 $18K -10.0 -2.8% $53.42 -4.9%
3114 MGNI MAGNITE INC Communication Services 1,134.0 $18K -462.0 -28.9% $16.23 -13.2%
3115 FIVN FIVE9 INC Technology 911.0 $18K -2K -69.9% $20.05 +15.0%
3116 FLGB FRANKLIN TEMPLETON ETF TR 539.0 $18K -502.0 -48.2% $33.75 +6.4%
3117 DEFI DEVELOPMENT CORP 3,600.0 $18K NEW $5.05
3118 NUTX NUTEX HEALTH INC Healthcare 110.0 $18K +2.0 +1.9% $164.62 -18.3%
3119 PSI INVESCO EXCHANGE TRADED FD T 229.0 $18K $78.86 +101.0%
3120 GPRE GREEN PLAINS INC Basic Materials 1,840.0 $18K +612.0 +49.8% $9.80 +62.6%
Page 156 of 202  ·  4,036 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%