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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 197 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 SVC SERVICE PPTYS TR Real Estate 281.0 $517.0 $1.84 -7.1%
3922 ABRDN AUSTRALIA EQUITY FD IN 40.0 $517.0 NEW $12.93
3923 OLPX OLAPLEX HLDGS INC Consumer Cyclical 385.0 $516.0 $1.34 +53.0%
3924 STARZ ENTERTAINMENT CORP. 42.0 $491.0 $11.69
3925 PPTA PERPETUA RESOURCES CORP Basic Materials 20.0 $484.0 $24.20 +4.6%
3926 EMR PUT EMERSON ELEC CO Industrials 128.0 $441.0 $3.45 +3859.6%
3927 COMMERCE.COM INC 106.0 $437.0 -509.0 -82.8% $4.12
3928 GGRP GLIMPSE GROUP INC Technology 472.0 $437.0 $0.93 -12.5%
3929 MTR MESA RTY TR Energy 100.0 $432.0 $4.32 -10.2%
3930 VEON LTD 8.0 $421.0 +3.0 +60.0% $52.62
3931 CBAT CBAK ENERGY TECHNOLOGY INC Industrials 500.0 $418.0 NEW $0.84 -10.3%
3932 SKYT SKYWATER TECHNOLOGY INC Technology 23.0 $418.0 $18.17 +104.7%
3933 CHARGEPOINT HOLDINGS INC 62.0 $412.0 -50.0 -44.6% $6.65
3934 NANR SPDR INDEX SHS FDS 6.0 $407.0 $67.83 +21.3%
3935 CENOVUS ENERGY INC 33.0 $407.0 $12.33
3936 MSFT PUT MICROSOFT CORP Technology 27.0 $403.0 $14.93 +2704.3%
3937 TXMD THERAPEUTICSMD INC Healthcare 246.0 $401.0 $1.63 +30.1%
3938 EXPAND ENERGY CORPORATION 4.0 $399.0 $99.75
3939 URGN UROGEN PHARMA LTD Healthcare 17.0 $398.0 NEW $23.41 +23.4%
3940 SFY TIDAL TRUST I 3.0 $396.0 NEW $132.00 +11.7%
Page 197 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%