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Portfolio (Quarterly) Guide ↗

US BANCORP \DE\

· CIK 0000036104
13F Portfolio $84.4B AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3997 New
Page 3 of 200  ·  3,997 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 1,593,234.0 $448.1M 0.53% NEW $281.24 -31.7%
42 IWF ISHARES TR 941,199.0 $440.9M 0.52% NEW $468.41 -73.3%
43 SCHP SCHWAB STRATEGIC TR 16,265,679.0 $438.4M 0.52% NEW $26.95 -1.2%
44 AVGO BROADCOM INC Technology 1,246,822.0 $411.3M 0.49% NEW $329.91 +25.5%
45 VWO VANGUARD INTL EQUITY INDEX F 7,460,988.0 $404.2M 0.48% NEW $54.18 +8.9%
46 XLK SELECT SECTOR SPDR TR 1,395,752.0 $393.4M 0.47% NEW $281.86 -36.0%
47 XOM EXXON MOBIL CORP Energy 3,438,726.0 $387.7M 0.46% NEW $112.75 +37.4%
48 ABT ABBOTT LABS Healthcare 2,832,552.0 $379.4M 0.45% NEW $133.94 -34.7%
49 BAC BANK AMERICA CORP Financial Services 7,253,487.0 $374.2M 0.44% NEW $51.59 +0.4%
50 UNH UNITEDHEALTH GROUP INC Healthcare 1,025,873.0 $354.2M 0.42% NEW $345.30 +12.5%
51 PCAR PACCAR INC Industrials 3,602,874.0 $354.2M 0.42% NEW $98.32 +11.2%
52 USB US BANCORP DEL Financial Services 7,197,275.0 $347.8M 0.41% NEW $48.33 +13.4%
53 IJH ISHARES TR 5,175,218.0 $337.7M 0.40% NEW $65.26 +12.6%
54 CVX CHEVRON CORP NEW Energy 2,166,316.0 $336.4M 0.40% NEW $155.29 +23.3%
55 MMM 3M CO Industrials 2,152,508.0 $334.0M 0.40% NEW $155.18 -1.8%
56 SCHF SCHWAB STRATEGIC TR 14,032,989.0 $326.7M 0.39% NEW $23.28 +17.1%
57 V VISA INC Financial Services 955,539.0 $326.2M 0.39% NEW $341.39 -3.7%
58 MPC MARATHON PETE CORP Energy 1,655,061.0 $319.0M 0.38% NEW $192.74 +32.1%
59 VOO VANGUARD INDEX FDS 501,712.0 $307.2M 0.36% NEW $612.39 +11.9%
60 IWS ISHARES TR 2,189,330.0 $305.8M 0.36% NEW $139.67 +13.6%
Page 3 of 200  ·  3,997 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 27.1%
Financial Services 22.9%
Healthcare 10.2%
Industrials 9.8%
Consumer Cyclical 7.7%
Communication Services 7.5%
Consumer Defensive 6.7%
Energy 3.6%
Basic Materials 1.7%
Utilities 1.5%