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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 158 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 BFS SAUL CTRS INC Real Estate 547.0 $17K +228.0 +71.5% $31.54 +10.8%
3142 IOSP INNOSPEC INC Basic Materials 225.0 $17K -146.0 -39.4% $76.54 +7.1%
3143 RSPM INVESCO EXCHANGE TRADED FD T 505.0 $17K $34.08 +15.4%
3144 SPRY ARS PHARMACEUTICALS INC Healthcare 1,475.0 $17K -100.0 -6.3% $11.65 -21.5%
3145 MOV MOVADO GROUP INC Consumer Cyclical 827.0 $17K $20.62 +71.2%
3146 LIBERTY GLOBAL LTD 1,527.0 $17K $11.14
3147 QYLD GLOBAL X FDS 957.0 $17K -2K -71.1% $17.67 +2.3%
3148 JOF JAPAN SMALLER CAPITALIZATION Financial Services 1,525.0 $17K $11.08 +4.4%
3149 JOET VIRTUS ETF TR II 400.0 $17K $42.00 +6.1%
3150 ADAMM ADAMAS TRUST INC. Financial Services 2,297.0 $17K $7.30 +248.4%
3151 EFR EATON VANCE SR FLTNG RTE TR Financial Services 1,500.0 $17K $11.14 -5.2%
3152 ALAR ALARUM TECHNOLOGIES LTD Technology 1,937.0 $17K $8.58 +12.9%
3153 PRLB PROTO LABS INC Industrials 327.0 $17K $50.59 +48.3%
3154 LASR NLIGHT INC Technology 441.0 $17K $37.51 +109.5%
3155 YOU CLEAR SECURE INC Technology 465.0 $16K -7.0 -1.5% $35.10 +62.9%
3156 DYNAVAX TECHNOLOGIES CORP 1,058.0 $16K +894.0 +545.1% $15.38
3157 SENEA SENECA FOODS CORP NEW Consumer Defensive 147.0 $16K $110.63 +30.0%
3158 FINV FINVOLUTION GROUP Financial Services 3,094.0 $16K -374.0 -10.8% $5.23 +0.7%
3159 LC LENDINGCLUB CORP Financial Services 851.0 $16K $18.94 -10.4%
3160 TGRW T ROWE PRICE ETF INC 349.0 $16K -630.0 -64.3% $46.01 +6.4%
Page 158 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%