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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 181 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3601 CPS COOPER STD HLDGS INC Consumer Cyclical 125.0 $4K -55.0 -30.6% $32.83 -13.3%
3602 EXACT SCIENCES CORP 4,000.0 $4K $1.02
3603 CLNE CLEAN ENERGY FUELS CORP Energy 1,946.0 $4K $2.10 -2.4%
3604 ABCB AMERIS BANCORP Financial Services 55.0 $4K $74.27 +14.0%
3605 LIFE360 INC 63.0 $4K -4.0 -6.0% $64.14
3606 SWBI SMITH & WESSON BRANDS INC Industrials 409.0 $4K -156.0 -27.6% $9.87 +56.7%
3607 JMSI J P MORGAN EXCHANGE TRADED F 80.0 $4K NEW $50.38 -1.2%
3608 ODDITY TECH LTD 100.0 $4K +94.0 +1566.7% $40.18
3609 VOTE TCW ETF TRUST 50.0 $4K -25.0 -33.3% $80.22 +9.3%
3610 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,083.0 $4K $3.70 -15.4%
3611 MCB METROPOLITAN BK HLDG CORP Financial Services 52.0 $4K $76.37 +19.4%
3612 BMBL BUMBLE INC Technology 1,111.0 $4K -968.0 -46.6% $3.57 -12.9%
3613 IMMUNITYBIO INC 2,000.0 $4K $1.98
3614 BBUC BROOKFIELD BUSINESS CORP Financial Services 110.0 $4K $35.88 -6.2%
3615 BCAX BICARA THERAPEUTICS INC Healthcare 234.0 $4K $16.83 +28.8%
3616 MORGAN STANLEY PATHWAY FDS 72.0 $4K NEW $54.39
3617 AMERICAN BITCOIN CORP. 2,300.0 $4K -700.0 -23.3% $1.70
3618 BKV BKV CORP Energy 144.0 $4K -77.0 -34.8% $27.15 +4.2%
3619 EEA EUROPEAN EQUITY FD INC Financial Services 377.0 $4K $10.30 +3.8%
3620 MGP INGREDIENTS INC NEW 4,000.0 $4K $0.97
Page 181 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%