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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 172 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 TDOC TELADOC HEALTH INC Healthcare 1,069.0 $7K -650.0 -37.8% $7.00 -5.9%
3422 TDUP THREDUP INC Consumer Cyclical 1,170.0 $7K NEW $6.39 -31.8%
3423 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 760.0 $7K $9.75 +7.5%
3424 JKS JINKOSOLAR HLDG CO LTD Energy 287.0 $7K +42.0 +17.1% $25.81 -10.5%
3425 MESOBLAST LTD 410.0 $7K $18.04
3426 KRO KRONOS WORLDWIDE INC Basic Materials 1,667.0 $7K +762.0 +84.2% $4.42 +55.9%
3427 MGX METAGENOMI INC Healthcare 4,500.0 $7K $1.62 -16.0%
3428 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 383.0 $7K $18.94 -12.1%
3429 GO GROCERY OUTLET HLDG CORP Consumer Defensive 716.0 $7K -2K -75.8% $10.10 -21.6%
3430 HCC WARRIOR MET COAL INC Energy 82.0 $7K +31.0 +60.8% $88.17 +5.6%
3431 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 2,000.0 $7K $3.60 +61.7%
3432 PD PAGERDUTY INC Technology 547.0 $7K +45.0 +9.0% $13.11 -45.2%
3433 PAYSAFE LIMITED 881.0 $7K +868.0 +6676.9% $8.09
3434 IIIN INSTEEL INDS INC Industrials 225.0 $7K +133.0 +144.6% $31.67 -13.4%
3435 JHML JOHN HANCOCK EXCHANGE TRADED 89.0 $7K NEW $79.40 +11.4%
3436 WULF TERAWULF INC Financial Services 612.0 $7K +148.0 +31.9% $11.49 +98.6%
3437 WRBY WARBY PARKER INC Healthcare 322.0 $7K +123.0 +61.8% $21.79 +15.2%
3438 ABUS ARBUTUS BIOPHARMA CORP Healthcare 1,451.0 $7K $4.81 -3.5%
3439 VIR VIR BIOTECHNOLOGY INC Healthcare 1,152.0 $7K +76.0 +7.1% $6.03 +55.5%
3440 TIC TIC SOLUTIONS INC Industrials 687.0 $7K -36.0 -5.0% $10.11 -16.4%
Page 172 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%