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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 23 of 202  ·  4,036 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EBAY EBAY INC. Consumer Cyclical 109,542.0 $9.5M 0.01% -2K -1.8% $87.10 +27.8%
442 BDX BECTON DICKINSON & CO Healthcare 48,576.0 $9.4M 0.01% -3K -6.2% $194.07 -24.2%
443 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 122,864.0 $9.4M 0.01% +5K +4.3% $76.67 +14.9%
444 SLV ISHARES SILVER TR Financial Services 145,561.0 $9.4M 0.01% +11K +8.5% $64.42 +6.4%
445 AEE AMEREN CORP Utilities 93,755.0 $9.4M 0.01% -3K -3.1% $99.86 +9.5%
446 FEX FIRST TR EXCHANGE-TRADED ALP 78,877.0 $9.4M 0.01% +8K +11.0% $118.62 +13.7%
447 ZTS ZOETIS INC Healthcare 74,322.0 $9.4M 0.01% -13K -15.0% $125.82 -37.1%
448 TECH BIO-TECHNE CORP Healthcare 158,296.0 $9.3M 0.01% +1K +0.8% $58.81 -13.3%
449 ALGN ALIGN TECHNOLOGY INC Healthcare 59,229.0 $9.2M 0.01% -4K -6.3% $156.15 +10.3%
450 VMC VULCAN MATLS CO Basic Materials 32,352.0 $9.2M 0.01% -1K -3.4% $285.22 -3.2%
451 ALC ALCON AG Healthcare 116,875.0 $9.2M 0.01% -8K -6.8% $78.81 -16.4%
452 JCI JOHNSON CTLS INTL PLC Industrials 76,398.0 $9.1M 0.01% -3K -4.4% $119.76 +13.6%
453 SGOV ISHARES TR 90,886.0 $9.1M 0.01% -3K -3.4% $100.38 +0.3%
454 IJJ ISHARES TR 68,915.0 $9.1M 0.01% -2K -3.1% $131.71 +8.1%
455 NATWEST GROUP PLC 517,657.0 $9.1M 0.01% -190K -26.8% $17.50
456 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 932,330.0 $9.0M 0.01% -82K -8.1% $9.65 +32.6%
457 DAL DELTA AIR LINES INC DEL Industrials 129,634.0 $9.0M 0.01% -2K -1.8% $69.40 +17.9%
458 UNILEVER PLC 137,293.0 $9.0M 0.01% NEW $65.40
459 PSA PUBLIC STORAGE OPER CO Real Estate 34,580.0 $9.0M 0.01% -3K -8.3% $259.50 +19.3%
460 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 138,653.0 $8.9M 0.01% $64.04 +29.1%
Page 23 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%