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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 191 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 BARNES & NOBLE ED INC 161.0 $1K NEW $9.19
3802 TARS TARSUS PHARMACEUTICALS INC Healthcare 18.0 $1K -65.0 -78.3% $81.89 -24.0%
3803 RNTX REIN THERAPEUTICS INC Healthcare 1,250.0 $1K $1.16 -11.2%
3804 SERV SERVE ROBOTICS INC Industrials 139.0 $1K -154.0 -52.6% $10.38 -16.2%
3805 JHSC JOHN HANCOCK EXCHANGE TRADED 34.0 $1K NEW $42.29 +10.0%
3806 USAR USA RARE EARTH INC Basic Materials 120.0 $1K $11.90 +112.6%
3807 RDVT RED VIOLET INC Technology 25.0 $1K +16.0 +177.8% $56.96 -11.1%
3808 GILT GILAT SATELLITE NETWORKS LTD Technology 110.0 $1K +77.0 +233.3% $12.94 +21.6%
3809 CIVB CIVISTA BANCSHARES INC Financial Services 64.0 $1K NEW $22.22 +14.6%
3810 CTA SIMPLIFY EXCHANGE TRADED FUN 52.0 $1K NEW $27.27 +12.6%
3811 SGRY SURGERY PARTNERS INC Healthcare 90.0 $1K -177.0 -66.3% $15.46 -13.3%
3812 BBDC BARINGS BDC INC Financial Services 151.0 $1K $9.18 -7.3%
3813 ZIP ZIPRECRUITER INC Industrials 355.0 $1K -350.0 -49.6% $3.90 -19.0%
3814 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 139.0 $1K NEW $9.73 -23.4%
3815 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 37.0 $1K -281.0 -88.4% $36.30 +1.3%
3816 SXC SUNCOKE ENERGY INC Energy 185.0 $1K -780.0 -80.8% $7.20 +16.7%
3817 MBI MBIA INC Financial Services 186.0 $1K $7.16 -14.5%
3818 FCF FIRST COMWLTH FINL CORP PA Financial Services 79.0 $1K $16.86 +10.3%
3819 CXW CORECIVIC INC Real Estate 68.0 $1K NEW $19.10 +12.5%
3820 CHW CALAMOS GBL DYN INCOME FUND Financial Services 175.0 $1K $7.41 +16.7%
Page 191 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%