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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 185 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 NABL N-ABLE INC Technology 390.0 $3K $7.48 -51.1%
3682 WLDN WILLDAN GROUP INC Industrials 28.0 $3K NEW $103.68 -9.8%
3683 WGMI VALKYRIE ETF TRUST II 75.0 $3K NEW $38.27 +61.8%
3684 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 108.0 $3K +34.0 +46.0% $26.52 -18.4%
3685 KREF KKR REAL ESTATE FIN TR INC Real Estate 347.0 $3K -61.0 -14.9% $8.22 -21.2%
3686 SAGP ADVISORS INNER CIRCLE FD III 84.0 $3K $33.88 +3.9%
3687 CIK CREDIT SUISSE ASSET MGMT INC Financial Services 1,000.0 $3K $2.83 -10.8%
3688 FRPH FRP HLDGS INC Real Estate 124.0 $3K NEW $22.79 -0.7%
3689 TX TERNIUM SA Basic Materials 74.0 $3K $38.19 +23.0%
3690 OEC ORION S.A. Basic Materials 531.0 $3K +174.0 +48.7% $5.28 +32.9%
3691 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 83.0 $3K NEW $33.73 +25.6%
3692 BLACKROCK LONG-TERM MUN ADVA 300.0 $3K $9.28
3693 AIP ARTERIS INC Technology 179.0 $3K NEW $15.50 +134.0%
3694 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 409.0 $3K $6.78 -4.1%
3695 SLDP SOLID POWER INC Industrials 652.0 $3K NEW $4.25 -28.0%
3696 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 71.0 $3K $38.80 +4.4%
3697 FIGS FIGS INC Consumer Cyclical 242.0 $3K -395.0 -62.0% $11.36 +10.4%
3698 IONIS PHARMACEUTICALS INC 2,000.0 $3K $1.37
3699 BENITEC BIOPHARMA INC 202.0 $3K NEW $13.47
3700 USCL ISHARES TR 34.0 $3K $79.47 +5.4%
Page 185 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%