US BANCORP \DE\

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$85.3B

Total Positions

4,019

New This Quarter

253

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SCHX6.34%

AGG5.01%

IVV4.60%

IEFA3.68%

SPY3.39%

AAPL3.28%

MSFT3.06%

IEMG2.28%

GOOGL2.21%

NVDA1.75%

Other16.65%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

UAMY28Q held

UNITED STATES ANTIMONY CORP C

Avg $0.47 · $23,550 est. P&L

Est. P&L

+1002.13%

APP19Q held

AppLovin Corp

Avg $77.51 · $20M est. P&L

Est. P&L

+794.97%

AGX25Q held

Argan Inc

Avg $37.48 · $910,410 est. P&L

Est. P&L

+740.65%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 3994 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SCHX SCHWAB STRATEGIC TR	201.1M	$5.4B	6.3%	—	$22.78	+19.04%	28 qtrs	Decreased 0
AGG ISHARES TR	42.8M	$4.3B	5.0%	—	$92.97	+7.35%	28 qtrs	Increased 63
IVV ISHARES TR	5.7M	$3.9B	4.6%	—	$347.60	+98.48%	28 qtrs	Decreased 0
IEFA ISHARES TR	35.1M	$3.1B	3.7%	—	$59.09	+52.10%	28 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	4.2M	$2.9B	3.4%	—	$257.24	+167.07%	28 qtrs	Decreased 0
AAPL Apple Inc	10.3M	$2.8B	3.3%	—	$97.13	+180.89%	28 qtrs	Decreased 0
MSFT Microsoft Corp	5.4M	$2.6B	3.1%	—	$124.89	+290.33%	28 qtrs	Decreased 0
IEMG ISHARES INC	28.9M	$1.9B	2.3%	—	$46.08	+46.25%	28 qtrs	Increased 56
GOOGL Alphabet Inc	6M	$1.9B	2.2%	—	$94.92	+230.66%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	8M	$1.5B	1.8%	—	$115.11	+62.92%	28 qtrs	Decreased 0
LLY Eli Lilly & Co	1.4M	$1.5B	1.7%	—	$157.28	+585.35%	28 qtrs	Decreased 0
VO VANGUARD INDEX FDS	5M	$1.5B	1.7%	—	$275.57	+6.30%	28 qtrs	Increased 55
AMZN Amazon.com Inc	5.8M	$1.3B	1.6%	—	$109.06	+113.21%	28 qtrs	Increased 50
IWR ISHARES TR	12.9M	$1.2B	1.5%	—	$59.23	+64.22%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	3.6M	$1.2B	1.4%	—	$90.21	+256.92%	28 qtrs	Decreased 0
EFV ISHARES TR	14.2M	$1B	1.2%	—	$43.61	+64.37%	28 qtrs	Increased 51
IXUS ISHARES TR	11.3M	$957.6M	1.1%	—	$70.88	+19.88%	28 qtrs	Increased 67
QQQ INVESCO QQQ TR	1.4M	$839.5M	1.0%	—	$246.31	+151.48%	28 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	11.4M	$712.9M	0.8%	—	$41.20	+52.39%	28 qtrs	Decreased 0
VTI VANGUARD INDEX FDS	2.1M	$697.2M	0.8%	—	$211.61	+59.66%	28 qtrs	Decreased 0
EFA ISHARES TR	7.2M	$690.2M	0.8%	—	$61.54	+56.70%	28 qtrs	Decreased 0
SCHH SCHWAB STRATEGIC TR	32.8M	$684.2M	0.8%	—	$19.63	+7.18%	28 qtrs	Increased 45
META Meta Platforms Inc	1M	$668.5M	0.8%	—	$285.51	+133.25%	28 qtrs	Increased 47
BRK/A BERKSHIRE HATHAWAY INC DEL C	859	$648.4M	0.8%	—	—	—	28 qtrs	Decreased 0
WMT Walmart Inc	5.6M	$624.1M	0.7%	—	$49.27	+127.16%	28 qtrs	Decreased 0
Showing 25 of 3,994 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

FELCFIDELITY COVINGTON TRUST

Q1 2024 → Q4 2025+6,938 shares+$325,148

SMIGETF SER SOLUTIONS

Q1 2024 → Q4 2025+66,890 shares+$2.8M

FXLFIRST TR EXCHANGE TRADED FD

Q1 2024 → Q4 2025+6,517 shares+$1.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer