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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 165 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 LGLV SPDR SERIES TRUST 68.0 $12K +25.0 +58.1% $174.87 +2.8%
3282 WEYS WEYCO GROUP INC Consumer Cyclical 388.0 $12K $30.59 +17.7%
3283 HROW HARROW INC Healthcare 242.0 $12K +3.0 +1.3% $49.00 -30.2%
3284 VNLA JANUS DETROIT STR TR 236.0 $12K +44.0 +22.9% $49.14 -0.2%
3285 HMN HORACE MANN EDUCATORS CORP N Financial Services 250.0 $12K $46.18 +1.4%
3286 CERT CERTARA INC Healthcare 1,310.0 $12K +31.0 +2.4% $8.81 -39.8%
3287 ACT ENACT HLDGS INC Financial Services 291.0 $12K -40.0 -12.1% $39.64 +7.1%
3288 KALV KALVISTA PHARMACEUTICALS INC Healthcare 710.0 $11K +63.0 +9.7% $16.15 +66.0%
3289 ISHARES TR 500.0 $11K $22.88
3290 MVST MICROVAST HOLDINGS INC Industrials 4,036.0 $11K +126.0 +3.2% $2.80 -47.1%
3291 SKYWARD SPECIALTY INS GROUP 221.0 $11K -718.0 -76.5% $51.11
3292 MFM MFS MUN INCOME TR Financial Services 2,080.0 $11K $5.43 -1.1%
3293 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 444.0 $11K +19.0 +4.5% $25.40 +38.1%
3294 SHLD GLOBAL X FDS 174.0 $11K -112.0 -39.2% $64.79 +1.1%
3295 TPC TUTOR PERINI CORP Industrials 168.0 $11K -6.0 -3.5% $67.02 +11.5%
3296 NIQ GLOBAL INTELLIGENCE PLC 682.0 $11K $16.49
3297 EGO ELDORADO GOLD CORP NEW Basic Materials 313.0 $11K $35.92 -11.7%
3298 GF NEW GERMANY FD INC Financial Services 983.0 $11K $11.42 +4.8%
3299 SOXQ INVESCO EXCH TRADED FD TR II 200.0 $11K $55.77 +77.9%
3300 PAGS PAGSEGURO DIGITAL LTD Technology 1,154.0 $11K $9.64 -3.5%
Page 165 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%