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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 159 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 BB BLACKBERRY LTD Technology 4,237.0 $16K +2K +95.2% $3.79 +135.0%
3162 INHIBRX BIOSCIENCES INC 203.0 $16K -14.0 -6.5% $79.00
3163 PLAB PHOTRONICS INC Technology 501.0 $16K +37.0 +8.0% $32.00 +14.2%
3164 TRIP TRIPADVISOR INC Consumer Cyclical 1,099.0 $16K -7.0 -0.6% $14.56 -27.2%
3165 RSPG INVESCO EXCHANGE TRADED FD T 201.0 $16K $79.59 +30.7%
3166 LRGE LEGG MASON ETF INVT 193.0 $16K +1.0 +0.5% $82.16 +5.5%
3167 CCBG CAPITAL CITY BK GROUP INC Financial Services 372.0 $16K +20.0 +5.7% $42.57 +8.3%
3168 SVOL SIMPLIFY EXCHANGE TRADED FUN 900.0 $16K NEW $17.56 -8.9%
3169 ECC EAGLE POINT CREDIT COMPANY I Financial Services 2,742.0 $16K NEW $5.76 -27.9%
3170 ARLO ARLO TECHNOLOGIES INC Industrials 1,128.0 $16K $13.99 -5.1%
3171 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 420.0 $16K -170.0 -28.8% $37.42 -16.2%
3172 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 792.0 $16K +41.0 +5.5% $19.81 +144.8%
3173 ETB EATON VANCE TAX MNGED BUY WR Financial Services 1,025.0 $16K NEW $15.27 +1.8%
3174 HTLD HEARTLAND EXPRESS INC Industrials 1,730.0 $16K +655.0 +60.9% $9.03 +65.2%
3175 GEL GENESIS ENERGY L P Energy 1,000.0 $16K $15.60 -1.3%
3176 IHDG WISDOMTREE TR 320.0 $16K -2K -85.5% $48.70 +5.5%
3177 ENVX ENOVIX CORPORATION Industrials 2,122.0 $16K +330.0 +18.4% $7.31 +4.1%
3178 INVA INNOVIVA INC Healthcare 775.0 $15K -474.0 -38.0% $19.99 +10.2%
3179 CCNE CNB FINL CORP PA Financial Services 591.0 $15K $26.17 +16.5%
3180 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 1,694.0 $15K $9.12 -1.8%
Page 159 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%