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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 176 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 FDIS FIDELITY COVINGTON TRUST 54.0 $6K -47.0 -46.5% $102.17 +0.2%
3502 LXEO LEXEO THERAPEUTICS INC Healthcare 555.0 $6K NEW $9.93 -48.6%
3503 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 521.0 $5K +271.0 +108.4% $10.46 +32.7%
3504 CMRE COSTAMARE INC Industrials 345.0 $5K -190.0 -35.5% $15.79 +4.2%
3505 BORR DRILLING LTD 1,349.0 $5K $4.03
3506 MRCC MONROE CAP CORP Financial Services 850.0 $5K NEW $6.37 -20.3%
3507 POST HLDGS INC 5,000.0 $5K $1.08
3508 MEC MAYVILLE ENGR CO INC Industrials 285.0 $5K NEW $18.72 +38.8%
3509 UPBOUND GROUP INC 302.0 $5K -23.0 -7.1% $17.56
3510 CIDARA THERAPEUTICS INC 24.0 $5K NEW $220.88
3511 SEPN SEPTERNA INC Healthcare 190.0 $5K -75.0 -28.3% $27.88 +4.2%
3512 GERN GERON CORP Healthcare 4,000.0 $5K $1.32 -1.5%
3513 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 235.0 $5K $22.36 +8.2%
3514 TBT PROSHARES TR 150.0 $5K $34.94 +4.1%
3515 REAL THE REALREAL INC Consumer Cyclical 332.0 $5K -330.0 -49.9% $15.78 -39.7%
3516 FVRR FIVERR INTL LTD Communication Services 265.0 $5K +221.0 +502.3% $19.76 -45.2%
3517 DRIV GLOBAL X FDS 177.0 $5K $29.58 +40.5%
3518 HPK HIGHPEAK ENERGY INC Energy 1,094.0 $5K +1K +1267.5% $4.74 +48.7%
3519 ANGI ANGI INC Communication Services 400.0 $5K -212.0 -34.6% $12.93 -58.3%
3520 MCHI ISHARES TR 86.0 $5K NEW $60.07 -6.9%
Page 176 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%