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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 189 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3761 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 1,000.0 $2K $1.97 +5.1%
3762 JBI JANUS INTERNATIONAL GROUP IN Industrials 301.0 $2K -3K -91.3% $6.54 -20.5%
3763 SANUWAVE HEALTH INC 66.0 $2K $29.83
3764 SCYX SCYNEXIS INC Healthcare 3,100.0 $2K $0.63 +15.7%
3765 LEGH LEGACY HOUSING CORP Consumer Cyclical 99.0 $2K -22.0 -18.2% $19.52 +17.8%
3766 PALATIN TECHNOLOGIES INC 125.0 $2K NEW $15.38
3767 MMM PUT 3M CO Industrials 27.0 $2K $70.81 +115.3%
3768 GTX GARRETT MOTION INC Consumer Cyclical 109.0 $2K -84.0 -43.5% $17.43 +91.0%
3769 LARGO INC 2,000.0 $2K $0.94
3770 CSTL CASTLE BIOSCIENCES INC Healthcare 48.0 $2K +22.0 +84.6% $38.90 -48.2%
3771 SPT SPROUT SOCIAL INC Technology 164.0 $2K -394.0 -70.6% $11.27 -39.5%
3772 THRY THRYV HLDGS INC Communication Services 305.0 $2K +109.0 +55.6% $6.05 -34.4%
3773 PAX PATRIA INVESTMENTS LIMITED Financial Services 116.0 $2K $15.89 -30.6%
3774 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 84.0 $2K -7.0 -7.7% $21.82 +29.1%
3775 NAYAX LTD 36.0 $2K $50.61
3776 UIS UNISYS CORP Technology 657.0 $2K $2.76 +6.9%
3777 GRVY GRAVITY CO LTD Technology 31.0 $2K +15.0 +93.8% $57.87 +8.0%
3778 LYEL LYELL IMMUNOPHARMA INC Healthcare 58.0 $2K $30.78 -43.3%
3779 HLF HERBALIFE LTD Consumer Defensive 137.0 $2K +22.0 +19.1% $12.89 -3.6%
3780 DHC DIVERSIFIED HEALTHCARE TR Real Estate 355.0 $2K $4.85 +80.4%
Page 189 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%