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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 180 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 AVL DIREXION SHS ETF TR 100.0 $4K -180.0 -64.3% $44.09 +38.6%
3582 FRO FRONTLINE PLC Energy 202.0 $4K -97.0 -32.4% $21.82 +65.6%
3583 AAOI APPLIED OPTOELECTRONICS INC Technology 126.0 $4K $34.86 +420.6%
3584 DJCO DAILY JOURNAL CORP Technology 9.0 $4K +8.0 +800.0% $487.33 -1.9%
3585 VSH VISHAY INTERTECHNOLOGY INC Technology 301.0 $4K -398.0 -56.9% $14.49 +242.7%
3586 FLNC FLUENCE ENERGY INC Utilities 220.0 $4K -14K -98.4% $19.78 +10.3%
3587 TSPA T ROWE PRICE ETF INC 101.0 $4K NEW $42.78 +11.0%
3588 PFFA ETFIS SER TR I 200.0 $4K NEW $21.55 -0.9%
3589 EQX EQUINOX GOLD CORP Basic Materials 307.0 $4K $14.04 -10.4%
3590 AAXJ ISHARES TR 46.0 $4K $93.13 +26.7%
3591 NTLA INTELLIA THERAPEUTICS INC Healthcare 475.0 $4K -1K -75.8% $8.99 +40.2%
3592 CGAU CENTERRA GOLD INC Basic Materials 296.0 $4K $14.37 +19.4%
3593 COTY COTY INC Consumer Defensive 1,377.0 $4K -8K -84.8% $3.08 -33.9%
3594 ANGO ANGIODYNAMICS INC Healthcare 329.0 $4K $12.84 -7.5%
3595 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 369.0 $4K $11.41 +3.5%
3596 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 728.0 $4K $5.76 +68.2%
3597 DXPE DXP ENTERPRISES INC Industrials 38.0 $4K $109.79 +34.8%
3598 CUREVAC N V 919.0 $4K -758.0 -45.2% $4.52
3599 NVTS NAVITAS SEMICONDUCTOR CORP Technology 579.0 $4K +153.0 +35.9% $7.14 +368.9%
3600 ITRN ITURAN LOCATION AND CONTROL Technology 96.0 $4K $43.00 +36.2%
Page 180 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%