Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
US BANCORP \DE\ manages $85.3B across 4017 positions as of Q4 2025. Top holdings: SCHX (6.3%), AGG (5.0%), IVV (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 248 new positions, 210 exits, 1312 increased. Top move: AGG (INCREASED, conviction 63). Portfolio: $85.3B across 4017 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
Behavioral investing profile