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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 184 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 PLTK PLAYTIKA HLDG CORP Technology 798.0 $3K NEW $3.95 -13.4%
3662 ALIT ALIGHT INC Technology 1,616.0 $3K -194.0 -10.7% $1.95 -58.0%
3663 RUSSELL INVTS EXCHANGE TRADE 101.0 $3K NEW $31.12
3664 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 1,147.0 $3K $2.73 +50.6%
3665 CDLX CARDLYTICS INC Communication Services 2,692.0 $3K -711.0 -20.9% $1.15 -39.8%
3666 CLBK COLUMBIA FINL INC Financial Services 199.0 $3K -169.0 -45.9% $15.54 +31.0%
3667 OCUL OCULAR THERAPEUTIX INC Healthcare 254.0 $3K -128.0 -33.5% $12.14 -32.2%
3668 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 944.0 $3K -943.0 -50.0% $3.25 +35.4%
3669 IHRT IHEARTMEDIA INC Communication Services 736.0 $3K NEW $4.16 +6.0%
3670 GLRE GREENLIGHT CAPITAL RE LTD Financial Services 209.0 $3K NEW $14.58 +17.9%
3671 OPY OPPENHEIMER HLDGS INC Financial Services 42.0 $3K -2.0 -4.5% $72.29 +29.8%
3672 ETSY INC 3,000.0 $3K $1.01
3673 CLBT CELLEBRITE DI LTD Technology 166.0 $3K -886.0 -84.2% $18.03 -26.9%
3674 JPRE J P MORGAN EXCHANGE TRADED F 64.0 $3K NEW $46.70 +12.3%
3675 ALNYLAM PHARMACEUTICALS INC 2,000.0 $3K $1.47
3676 MLYS MINERALYS THERAPEUTICS INC Healthcare 81.0 $3K -123.0 -60.3% $36.28 -17.7%
3677 INTA INTAPP INC Technology 64.0 $3K -36.0 -36.0% $45.81 -55.5%
3678 CVI CVR ENERGY INC Energy 115.0 $3K -3K -96.3% $25.44 +27.5%
3679 ASAN ASANA INC Technology 213.0 $3K -5.0 -2.3% $13.71 -51.7%
3680 PRG PROG HOLDINGS INC Industrials 99.0 $3K -24.0 -19.5% $29.49 +13.4%
Page 184 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%