Institutional investor · Portfolio as of Q4 2024
Quarterly Portfolio Change
US BANCORP \DE\ manages $76.4B across 4142 positions as of Q4 2024. Top holdings: SCHX (6.3%), IVV (4.6%), AGG (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 272 new positions, 183 exits, 1447 increased. Top move: SCHX (INCREASED, conviction 100). Portfolio: $76.4B across 4142 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector