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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 17 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CART MAPLEBEAR INC Consumer Cyclical 437,658.0 $19.7M 0.02% +64K +17.0% $44.98 -10.1%
322 BAI BLACKROCK ETF TRUST 590,868.0 $19.7M 0.02% +38K +7.0% $33.30 +49.5%
323 IBDX ISHARES TR 766,035.0 $19.6M 0.02% +52K +7.3% $25.53 -1.4%
324 PAYX PAYCHEX INC Industrials 172,972.0 $19.4M 0.02% -8K -4.6% $112.18 -15.8%
325 XYL XYLEM INC Industrials 141,015.0 $19.2M 0.02% -2K -1.7% $136.18 -18.4%
326 EA ELECTRONIC ARTS INC Communication Services 93,112.0 $19.0M 0.02% -9K -8.8% $204.33 -1.8%
327 XEL XCEL ENERGY INC Utilities 257,425.0 $19.0M 0.02% -72K -21.8% $73.86 +9.4%
328 DLTR DOLLAR TREE INC Consumer Defensive 153,790.0 $18.9M 0.02% $123.01 -22.1%
329 IBDR ISHARES TR 774,107.0 $18.8M 0.02% +72K +10.2% $24.23 +0.0%
330 NEM NEWMONT CORP Basic Materials 186,224.0 $18.6M 0.02% +2K +1.2% $99.85 +7.4%
331 ENB ENBRIDGE INC Energy 387,410.0 $18.5M 0.02% +13K +3.5% $47.83 +17.4%
332 THRO BLACKROCK ETF TRUST 479,005.0 $18.5M 0.02% +22K +4.9% $38.56 +11.6%
333 MGK VANGUARD WORLD FD 44,599.0 $18.4M 0.02% $413.49 -78.3%
334 SCHG SCHWAB STRATEGIC TR 564,995.0 $18.4M 0.02% -72K -11.2% $32.62 +6.0%
335 IBMP ISHARES TR 714,846.0 $18.1M 0.02% -18K -2.5% $25.39 -0.0%
336 TFC TRUIST FINL CORP Financial Services 367,372.0 $18.1M 0.02% -4K -1.1% $49.21 -1.5%
337 XLP SELECT SECTOR SPDR TR 232,219.0 $18.0M 0.02% -9K -3.8% $77.68 +8.9%
338 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 773,812.0 $18.0M 0.02% +31K +4.2% $23.31 -0.2%
339 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 51,363.0 $18.0M 0.02% -7K -11.4% $350.55 +11.7%
340 IBDW ISHARES TR 848,823.0 $18.0M 0.02% +48K +6.0% $21.15 -1.4%
Page 17 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%