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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 169 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 EVEX EVE HLDG INC Industrials 2,316.0 $9K +2K +581.2% $3.99 -18.7%
3362 IBHF ISHARES TR 400.0 $9K $23.08 -1.4%
3363 IDR IDAHO STRATEGIC RESOURCES Basic Materials 229.0 $9K NEW $40.30 -8.0%
3364 RGR STURM RUGER & CO INC Industrials 282.0 $9K -1K -79.1% $32.65 +21.4%
3365 IMCR IMMUNOCORE HLDGS PLC Healthcare 264.0 $9K $34.71 -17.8%
3366 EE EXCELERATE ENERGY INC Utilities 324.0 $9K $28.05 +23.0%
3367 WOR WORTHINGTON ENTERPRISES INC Industrials 176.0 $9K $51.57 +8.7%
3368 TIPX SPDR SERIES TRUST 475.0 $9K $19.08 +0.5%
3369 FDLO FIDELITY COVINGTON TRUST 135.0 $9K +14.0 +11.6% $66.81 +5.0%
3370 NAT NORDIC AMERICAN TANKERS LIMI Industrials 2,619.0 $9K $3.44 +51.8%
3371 RCUS ARCUS BIOSCIENCES INC Healthcare 377.0 $9K $23.83 +0.6%
3372 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 298.0 $9K -234.0 -44.0% $30.10 -1.6%
3373 WRD WERIDE INC Technology 1,033.0 $9K NEW $8.68 -16.0%
3374 ZEVRA THERAPEUTICS INC 1,000.0 $9K $8.96
3375 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 1,161.0 $9K +411.0 +54.8% $7.65 +23.5%
3376 USLM UNITED STS LIME & MINERALS I Basic Materials 74.0 $9K -10.0 -11.9% $119.74 -6.5%
3377 KRNT KORNIT DIGITAL LTD Industrials 616.0 $9K -5K -89.4% $14.38 +15.6%
3378 EEMA ISHARES INC 93.0 $9K -24.0 -20.5% $94.02 +25.0%
3379 CRDF CARDIFF ONCOLOGY INC Healthcare 3,109.0 $9K $2.81 -35.6%
3380 DWX SPDR INDEX SHS FDS 198.0 $9K $43.93 +6.6%
Page 169 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%