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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 178 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 171.0 $5K NEW $28.54 +1.5%
3542 APEI AMERICAN PUB ED INC Consumer Defensive 129.0 $5K -123.0 -48.8% $37.80 +37.6%
3543 DAPP VANECK ETF TRUST 292.0 $5K $16.53 +33.0%
3544 PEBBLEBROOK HOTEL TR 5,000.0 $5K $0.96
3545 BIOMARIN PHARMACEUTICAL INC 5,000.0 $5K $0.96
3546 CONMED CORP 5,000.0 $5K $0.96
3547 NWBI NORTHWEST BANCSHARES INC MD Financial Services 399.0 $5K $12.00 +17.2%
3548 OFS OFS CAP CORP Financial Services 1,000.0 $5K $4.76 -27.7%
3549 RUSSELL INVTS EXCHANGE TRADE 163.0 $5K NEW $29.20
3550 REMG RUSSELL INVTS EXCHANGE TRADE 161.0 $5K NEW $29.52 +25.7%
3551 MCBS METROCITY BANKSHARES INC Financial Services 179.0 $5K NEW $26.54 +24.9%
3552 TELADOC HEALTH INC 5,000.0 $5K $0.95
3553 ON SEMICONDUCTOR CORP 5,000.0 $5K $0.95
3554 KNTK KINETIK HOLDINGS INC Energy 131.0 $5K $36.05 +38.7%
3555 PKB INVESCO EXCHANGE TRADED FD T 51.0 $5K $92.59 +10.9%
3556 SMITHFIELD FOODS INC 211.0 $5K -157.0 -42.7% $22.33
3557 LFST LIFESTANCE HEALTH GROUP INC Healthcare 666.0 $5K $7.04 +7.2%
3558 STEL STELLAR BANCORP INC Financial Services 151.0 $5K +49.0 +48.0% $30.94 +21.7%
3559 MAGN MAGNERA CORP Industrials 307.0 $5K +51.0 +19.9% $15.14 -29.9%
3560 INDI INDIE SEMICONDUCTOR INC Technology 1,313.0 $5K +264.0 +25.2% $3.53 +45.2%
Page 178 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%