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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 160 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 680.0 $15K -1K -62.3% $22.61 +31.2%
3182 PUBM PUBMATIC INC Technology 1,722.0 $15K +34.0 +2.0% $8.87 +24.6%
3183 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 426.0 $15K +115.0 +37.0% $35.63 -8.0%
3184 DEA EASTERLY GOVT PPTYS INC Real Estate 711.0 $15K -1K -59.5% $21.19 +13.8%
3185 KOP KOPPERS HOLDINGS INC Basic Materials 556.0 $15K +216.0 +63.5% $27.08 +57.8%
3186 SNAP SNAP INC Communication Services 1,856.0 $15K -1K -38.0% $8.07 -27.3%
3187 FXD FIRST TR EXCHANGE TRADED FD 219.0 $15K $68.37 -0.8%
3188 VRE VERIS RESIDENTIAL INC Real Estate 999.0 $15K -295.0 -22.8% $14.88 +27.6%
3189 FTGC FIRST TR EXCHANGE TRAD FD VI 639.0 $15K $23.23 +24.3%
3190 OI O-I GLASS INC Consumer Cyclical 1,005.0 $15K -665.0 -39.8% $14.76 -37.6%
3191 UPSTREAM BIO INC 546.0 $15K +15.0 +2.8% $27.15
3192 OPRT OPORTUN FINL CORP Financial Services 2,798.0 $15K $5.29 -1.5%
3193 WT WISDOMTREE INC Financial Services 1,214.0 $15K $12.19 +57.8%
3194 OFG OFG BANCORP Financial Services 360.0 $15K $40.98 +11.2%
3195 LAUR LAUREATE EDUCATION INC Consumer Defensive 434.0 $15K +174.0 +66.9% $33.67 -1.2%
3196 SIX FLAGS ENTERTAINMENT CORP 951.0 $15K -224.0 -19.1% $15.34
3197 SONO SONOS INC Technology 829.0 $15K -905.0 -52.2% $17.56 -9.3%
3198 SCVL SHOE CARNIVAL INC Consumer Cyclical 860.0 $15K -282.0 -24.7% $16.88 +2.1%
3199 PMT PENNYMAC MTG INVT TR Real Estate 1,154.0 $14K $12.55 -16.5%
3200 ERII ENERGY RECOVERY INC Industrials 1,070.0 $14K -306.0 -22.2% $13.49 -35.7%
Page 160 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%