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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 163 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 FBNC FIRST BANCORP N C Financial Services 255.0 $13K $50.79 +15.7%
3242 FBK FB FINL CORP Financial Services 232.0 $13K $55.80 -5.1%
3243 ARTNA ARTESIAN RES CORP Utilities 408.0 $13K -49.0 -10.7% $31.61 +2.4%
3244 HSTM HEALTHSTREAM INC Healthcare 558.0 $13K -91.0 -14.0% $23.07 +5.1%
3245 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 326.0 $13K -11.0 -3.3% $39.31 -25.3%
3246 BSBR BANCO SANTANDER BRASIL S A Financial Services 2,094.0 $13K -508.0 -19.5% $6.11 -10.1%
3247 THW ABRDN WORLD HEALTHCARE FUND Financial Services 1,000.0 $13K $12.78 -1.2%
3248 ITEQ AMPLIFY ETF TR 220.0 $13K $58.05 +15.9%
3249 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,000.0 $13K NEW $12.71 +15.2%
3250 FLYW FLYWIRE CORPORATION Technology 896.0 $13K +229.0 +34.3% $14.16 +11.6%
3251 KIDS ORTHOPEDIATRICS CORP Healthcare 713.0 $13K -637.0 -47.2% $17.76 -1.2%
3252 VRRM VERRA MOBILITY CORP Technology 565.0 $13K -2K -79.6% $22.41 -82.8%
3253 EIG EMPLOYERS HLDGS INC Financial Services 292.0 $13K -13.0 -4.3% $43.21 +1.4%
3254 LNN LINDSAY CORP Industrials 107.0 $13K -146.0 -57.7% $117.87 -5.7%
3255 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 500.0 $13K $25.09 -2.2%
3256 XNCR XENCOR INC Healthcare 819.0 $13K +235.0 +40.2% $15.31 -23.4%
3257 CABO CABLE ONE INC Communication Services 111.0 $13K -197.0 -64.0% $112.86 -51.5%
3258 GCT GIGACLOUD TECHNOLOGY INC Technology 318.0 $12K +24.0 +8.2% $39.28 -2.3%
3259 PAR PAR TECHNOLOGY CORP Technology 344.0 $12K +17.0 +5.2% $36.28 -59.0%
3260 SACH SACHEM CAP CORP Real Estate 12,000.0 $12K NEW $1.04 +12.5%
Page 163 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%