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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 201 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 SNOA SONOMA PHARMACEUTICALS INC Healthcare 25.0 $91.0 $3.64 -69.8%
4002 BIOFRONTERA INC 1,000.0 $90.0 $0.09
4003 UDMY UDEMY INC Consumer Defensive 15.0 $88.0 $5.87 -21.1%
4004 SCLX SCILEX HOLDING CO Healthcare 7.0 $85.0 -50.0 -87.7% $12.14 -49.7%
4005 BLNK BLINK CHARGING CO Industrials 115.0 $77.0 NEW $0.67 +22.5%
4006 OPENDOOR TECHNOLOGIES INC 183.0 $73.0 NEW $0.40
4007 WRN WESTERN COPPER & GOLD CORP Basic Materials 25.0 $67.0 $2.68 +1.5%
4008 SEG SEAPORT ENTMT GROUP INC Real Estate 3.0 $59.0 $19.67 +22.0%
4009 TRVI TREVI THERAPEUTICS INC Healthcare 4.0 $50.0 $12.50 +13.0%
4010 NNVC NANOVIRICIDES INC Healthcare 43.0 $49.0 $1.14 +43.9%
4011 CHGG CHEGG INC Consumer Defensive 52.0 $48.0 -151.0 -74.4% $0.92 +67.9%
4012 EHTH EHEALTH INC Financial Services 10.0 $46.0 $4.60 -65.7%
4013 IEP ICAHN ENTERPRISES LP Industrials 6.0 $45.0 $7.50 +0.7%
4014 CID HOLDCO INC 90.0 $40.0 $0.44
4015 CANOPY GROWTH CORP 35.0 $40.0 $1.14
4016 EMBOTELLADORA ANDINA S A 1.0 $28.0 $28.00
4017 SITE CTRS CORP 4.0 $26.0 $6.50
4018 TMQ TRILOGY METALS INC NEW Basic Materials 6.0 $26.0 $4.33 -6.1%
4019 SKILLZ INC 5.0 $22.0 $4.40
4020 EVF EATON VANCE SR INCOME TR Financial Services 4.0 $21.0 $5.25 -5.1%
Page 201 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%