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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 187 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 ECVT ECOVYST INC Basic Materials 252.0 $2K $9.73 +41.9%
3722 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 1,000.0 $2K NEW $2.43 -6.2%
3723 LIONSGATE STUDIOS CORP 264.0 $2K -471.0 -64.1% $9.13
3724 HUMA HUMACYTE INC Healthcare 2,500.0 $2K $0.96 +9.3%
3725 NFBK NORTHFIELD BANCORP INC DEL Financial Services 210.0 $2K $11.43 +24.0%
3726 NEO NEOGENOMICS INC Healthcare 204.0 $2K -122.0 -37.4% $11.76 -21.5%
3727 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 205.0 $2K $11.66 +6.7%
3728 LXU LSB INDS INC Basic Materials 281.0 $2K +23.0 +8.9% $8.50 +53.4%
3729 SANA SANA BIOTECHNOLOGY INC Healthcare 585.0 $2K $4.07 -24.6%
3730 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 81.0 $2K $29.19 +18.5%
3731 SEM SELECT MED HLDGS CORP Healthcare 158.0 $2K $14.85 +11.3%
3732 DC DAKOTA GOLD CORP Basic Materials 412.0 $2K NEW $5.68 -7.9%
3733 FLCA FRANKLIN TEMPLETON ETF TR 48.0 $2K -122.0 -71.8% $48.29 +8.4%
3734 VSTS VESTIS CORPORATION Industrials 345.0 $2K +214.0 +163.4% $6.67 +76.0%
3735 CTKB CYTEK BIOSCIENCES INC Healthcare 454.0 $2K $5.05 -20.6%
3736 TH TARGET HOSPITALITY CORP Industrials 286.0 $2K $8.01 +123.5%
3737 MBIN MERCHANTS BANCORP IND Financial Services 67.0 $2K -84.0 -55.6% $34.06 +35.0%
3738 FORR FORRESTER RESH INC Industrials 275.0 $2K $8.12 -16.7%
3739 HY HYSTER-YALE INC Industrials 75.0 $2K -22.0 -22.7% $29.71 +14.0%
3740 LITHIUM ARGENTINA AG 398.0 $2K -73.0 -15.5% $5.58
Page 187 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%