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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 182 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 NORTHERN OIL & GAS INC 4,000.0 $4K $0.96
3622 FXR FIRST TR EXCHANGE TRADED FD 48.0 $4K $79.88 +7.1%
3623 NRIX NURIX THERAPEUTICS INC Healthcare 202.0 $4K -28.0 -12.2% $18.97 -7.8%
3624 CAMT CAMTEK LTD Technology 36.0 $4K $106.33 +57.4%
3625 HOMETRUST BANCSHARES INC 89.0 $4K +16.0 +21.9% $42.94
3626 VUZI VUZIX CORP Technology 1,000.0 $4K NEW $3.78 +36.0%
3627 VYX NCR VOYIX CORPORATION Technology 369.0 $4K -108.0 -22.6% $10.20 -35.4%
3628 FIRST FNDTN INC 606.0 $4K $6.16
3629 ARRAY TECHNOLOGIES INC 4,000.0 $4K $0.91
3630 J P MORGAN EXCHANGE TRADED F 72.0 $4K -1K -93.9% $50.07
3631 SES SES AI CORPORATION Consumer Cyclical 2,000.0 $4K $1.80 -32.2%
3632 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 300.0 $4K $11.87 -3.7%
3633 NEWSMAX INC 460.0 $4K +160.0 +53.3% $7.73
3634 DMO WESTERN ASSET MTG DEFINED OP Financial Services 317.0 $4K $11.06 +0.8%
3635 JHMM JOHN HANCOCK EXCHANGE TRADED 53.0 $3K NEW $65.85 +10.3%
3636 JHEM JOHN HANCOCK EXCHANGE TRADED 106.0 $3K NEW $32.77 +19.4%
3637 BOEING CO 50.0 $3K $69.06
3638 BHB BAR HBR BANKSHARES Financial Services 111.0 $3K -81.0 -42.2% $31.05 +11.6%
3639 UUUU ENERGY FUELS INC Energy 236.0 $3K -3K -93.5% $14.54 +24.1%
3640 PRTA PROTHENA CORP PLC Healthcare 359.0 $3K +45.0 +14.3% $9.55 +2.9%
Page 182 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%