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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 174 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3461 DRH DIAMONDROCK HOSPITALITY CO Real Estate 710.0 $6K +378.0 +113.9% $8.96 +23.1%
3462 PDT HANCOCK JOHN PREM DIVID FD Financial Services 500.0 $6K $12.70 +2.0%
3463 ATLX ATLAS LITHIUM CORP Basic Materials 1,500.0 $6K NEW $4.23 -1.9%
3464 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 1,102.0 $6K $5.72 +10.8%
3465 MCS MARCUS CORP DEL Communication Services 400.0 $6K $15.51 +18.9%
3466 CAF MORGAN STANLEY CHINA A SH FD Financial Services 357.0 $6K $17.36 +15.2%
3467 CEVA CEVA INC Technology 287.0 $6K +40.0 +16.2% $21.52 +93.6%
3468 BV BRIGHTVIEW HLDGS INC Industrials 486.0 $6K $12.67 +0.8%
3469 ACAD ACADIA PHARMACEUTICALS INC Healthcare 229.0 $6K $26.71 -20.6%
3470 UTL UNITIL CORP Utilities 126.0 $6K +99.0 +366.7% $48.44 +6.6%
3471 UAA UNDER ARMOUR INC Consumer Cyclical 1,222.0 $6K -2K -61.4% $4.97 +14.4%
3472 RBBN RIBBON COMMUNICATIONS INC Communication Services 2,085.0 $6K -73.0 -3.4% $2.88 -3.3%
3473 RELY REMITLY GLOBAL INC Technology 434.0 $6K +245.0 +129.6% $13.80 +49.4%
3474 XHR XENIA HOTELS & RESORTS INC Real Estate 423.0 $6K $14.14 +21.7%
3475 GLPG GALAPAGOS NV Healthcare 182.0 $6K +88.0 +93.6% $32.70 -15.5%
3476 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 829.0 $6K -445.0 -34.9% $7.16 -11.8%
3477 HAEMONETICS CORP MASS 6,000.0 $6K $0.99
3478 CHEESECAKE FACTORY INC 6,000.0 $6K $0.99
3479 CHAT TIDAL TRUST II 100.0 $6K $58.96 +59.5%
3480 MORT VANECK ETF TRUST 555.0 $6K $10.51 -4.1%
Page 174 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%