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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 198 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 IBOTTA INC 17.0 $386.0 -204.0 -92.3% $22.71
3942 SPLB SPDR SERIES TRUST 17.0 $384.0 NEW $22.59 -1.9%
3943 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 6.0 $368.0 $61.33 -39.7%
3944 INDS PACER FDS TR 10.0 $367.0 NEW $36.70 +9.2%
3945 VERASTEM INC 46.0 $355.0 NEW $7.72
3946 SPRO SPERO THERAPEUTICS INC Healthcare 151.0 $352.0 $2.33 +18.4%
3947 ODV OSISKO DEVELOPMENT CORP Basic Materials 100.0 $349.0 $3.49 -22.9%
3948 LQDB ISHARES TR 4.0 $348.0 NEW $87.00 -1.2%
3949 ONL ORION PROPERTIES INC Real Estate 152.0 $344.0 $2.26 +32.6%
3950 EVH EVOLENT HEALTH INC Healthcare 85.0 $340.0 -829.0 -90.7% $4.00 -1.2%
3951 FLY FIREFLY AEROSPACE INC Industrials 15.0 $336.0 $22.40 +121.0%
3952 SYRE SPYRE THERAPEUTICS INC Healthcare 10.0 $328.0 $32.80 +125.8%
3953 RZLT REZOLUTE INC Healthcare 132.0 $312.0 -196.0 -59.8% $2.36 +37.5%
3954 NRDS NERDWALLET INC Financial Services 23.0 $312.0 $13.57 -38.4%
3955 LAB STANDARD BIOTOOLS INC Healthcare 229.0 $293.0 $1.28 -19.5%
3956 METALLUS INC 17.0 $292.0 $17.18
3957 FPH FIVE POINT HOLDINGS LLC Real Estate 49.0 $274.0 NEW $5.59 -12.4%
3958 VMO INVESCO MUN OPPORTUNITY TR Financial Services 28.0 $268.0 NEW $9.57 -0.3%
3959 FUBOTV INC 100.0 $252.0 -5K -97.9% $2.52
3960 BAND BANDWIDTH INC Technology 16.0 $247.0 $15.44 +297.7%
Page 198 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%