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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 194 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 NAGE NIAGEN BIOSCIENCE INC Healthcare 148.0 $941.0 -36.0 -19.6% $6.36 -42.4%
3862 ROOT INC 13.0 $939.0 -22.0 -62.9% $72.23
3863 AUDC AUDIOCODES LTD Technology 107.0 $934.0 $8.73 +4.5%
3864 CRITICAL METALS CORP 134.0 $930.0 NEW $6.94
3865 TBLA TABOOLA.COM LTD Communication Services 200.0 $922.0 $4.61 +6.7%
3866 BROOKFIELD WEALTH SOL LTD 20.0 $919.0 NEW $45.95
3867 ASTRIA THERAPEUTICS INC 70.0 $916.0 NEW $13.09
3868 JASPER THERAPEUTICS INC 500.0 $915.0 $1.83
3869 ETON PHARMACEUTICALS INC 54.0 $913.0 NEW $16.91
3870 GII SPDR INDEX SHS FDS 13.0 $907.0 NEW $69.77 +9.7%
3871 PDFS PDF SOLUTIONS INC Technology 31.0 $884.0 NEW $28.52 +61.6%
3872 BBNX BETA BIONICS INC Healthcare 29.0 $884.0 NEW $30.48 -61.2%
3873 SIGA SIGA TECHNOLOGIES INC Healthcare 144.0 $880.0 -169.0 -54.0% $6.11 -23.4%
3874 ALCO ALICO INC Consumer Defensive 24.0 $873.0 NEW $36.38 +13.6%
3875 CNDT CONDUENT INC Technology 441.0 $847.0 -4K -89.8% $1.92 -2.1%
3876 SFIX STITCH FIX INC Consumer Cyclical 161.0 $845.0 -777.0 -82.8% $5.25 -36.6%
3877 CMB.TECH NV 87.0 $840.0 $9.66
3878 GRX GABELLI HLTHCARE & WELLNESS Financial Services 87.0 $838.0 $9.63 -5.9%
3879 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 70.0 $837.0 NEW $11.96 +13.0%
3880 GUT GABELLI UTIL TR Financial Services 138.0 $832.0 $6.03 +3.5%
Page 194 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%