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US BANCORP \DE

Q2 2025 · Filed 2025-07-24
Market Value
$79.3B
+6.1%
Holdings
4,181
-22
New Purchases
201
Added To
1,268
Closed
203
Reduced
1,896
Top 10 Concentration
35.1%
Turnover
9.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VO 1.50% 0.05% +1.44% $1.2B
AGG 5.50% 4.51% +0.99% $4.4B
MSFT 3.46% 2.83% +0.63% $2.7B
VTWO 0.50% 0.00% +0.50% $396M
NVDA 1.59% 1.15% +0.44% $1.3B
MUB 0.97% 0.77% +0.20% $767M
IEFA 3.62% 3.46% +0.16% $2.9B
META 0.86% 0.70% +0.16% $684M
AVGO 0.43% 0.27% +0.16% $344M
ORCL 0.46% 0.31% +0.15% $365M
IEMG 2.10% 1.95% +0.14% $1.7B
AMZN 1.59% 1.47% +0.13% $1.3B
JPM 1.36% 1.25% +0.11% $1.1B
SPY 3.44% 3.33% +0.11% $2.7B
QQQ 0.95% 0.85% +0.11% $756M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VXUS 0.01% 1.17% -1.15% $11M
IWR 1.61% 2.20% -0.59% $1.3B
AAPL 2.76% 3.25% -0.49% $2.2B
UNH 0.41% 0.77% -0.36% $325M
IWS 0.38% 0.73% -0.35% $302M
IGIB 0.17% 0.53% -0.35% $137M
IWM 0.72% 1.06% -0.33% $575M
LLY 1.35% 1.58% -0.24% $1.1B
VEA 0.83% 1.06% -0.23% $661M
BRK-A 0.83% 0.96% -0.13% $657M
BRK-B 0.80% 0.92% -0.13% $632M
ABBV 0.57% 0.69% -0.12% $451M
PG 0.77% 0.89% -0.12% $612M
CVX 0.39% 0.50% -0.10% $313M
XOM 0.48% 0.57% -0.09% $378M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $33.7B 42.4%
Large Cap 1,071 $43.0B 54.2%
Mid Cap 1,307 $2.3B 2.9%
Small Cap 1,341 $384M 0.5%
Micro Cap 380 $40M 0.1%

Portfolio Analytics

Avg Market Cap
$27.7B
Median Market Cap
$3.1B
Avg P/E
32.4
Median P/E
19.8
Avg Dividend Yield
0.03%
Avg Beta
1.02
# Stocks
3,067
# ETFs / Funds
1,114

Top Holdings (4,181 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHX 6.36% 206,409,170 $5.0B $24.44 $249M -10,792,223 -5.0%
2 AGG 5.50% 43,988,044 $4.4B $99.20 $994M +9,922,958 +29.1%
3 IVV 4.61% 5,894,564 $3.7B $620.93 $230M -209,766 -3.4%
4 IEFA 3.62% 34,386,264 $2.9B $83.48 $287M +239,082 +0.7%
5 MSFT 3.46% 5,518,783 $2.7B $497.41 $631M -112,976 -2.0%
6 SPY 3.44% 4,414,999 $2.7B $617.85 $239M -34,039 -0.8%
7 AAPL 2.76% 10,690,172 $2.2B $205.17 -$236M -245,432 -2.2%
8 IEMG 2.10% 27,716,653 $1.7B $60.03 $203M +641,594 +2.4%
9 IWR 1.61% 13,918,489 $1.3B $91.97 -$364M -5,406,962 -28.0%
10 AMZN 1.59% 5,759,505 $1.3B $219.39 $167M -5,121 -0.1%
11 NVDA 1.59% 7,983,154 $1.3B $157.99 $404M +74,427 +0.9%
12 VO 1.50% 4,241,845 $1.2B $279.83 $1.1B +4,089,100 +2677.1%
13 JPM 1.36% 3,726,019 $1.1B $289.91 $148M -73,184 -1.9%
14 GOOGL 1.35% 6,085,810 $1.1B $176.23 $127M -31,348 -0.5%
15 LLY 1.35% 1,372,106 $1.1B $779.53 -$115M -61,987 -4.3%
16 EFV 1.09% 13,614,142 $864M $63.48 $94M +540,216 +4.1%
17 MUB 0.97% 7,341,914 $767M $104.48 $191M +1,877,664 +34.4%
18 QQQ 0.95% 1,370,724 $756M $551.64 $123M +19,915 +1.5%
19 META 0.86% 926,610 $684M $738.09 $160M +17,478 +1.9%
20 EFA 0.84% 7,452,481 $666M $89.39 $53M -52,266 -0.7%
21 VEA 0.83% 11,599,538 $661M $57.01 -$132M -4,009,547 -25.7%
22 BRK-A 0.83% 901 $657M $728,800.00 -$63M
23 VTI 0.82% 2,144,830 $652M $303.93 $43M -72,248 -3.3%
24 SCHH 0.81% 30,541,227 $646M $21.16 $5M +724,757 +2.4%
25 BRK-B 0.80% 1,301,455 $632M $485.77 -$59M +3,271 +0.2%
26 PG 0.77% 3,840,346 $612M $159.32 -$55M -70,536 -1.8%
27 MDY 0.73% 1,015,783 $575M $566.48 $23M -19,868 -1.9%
28 IWM 0.72% 2,663,880 $575M $215.79 -$217M -1,305,159 -32.9%
29 WMT 0.72% 5,877,320 $575M $97.78 $44M -173,122 -2.9%
30 IJR 0.69% 5,024,941 $549M $109.29 $10M -131,872 -2.6%
31 IXUS 0.66% 6,788,647 $525M $77.31 $33M -249,806 -3.5%
32 COST 0.65% 521,388 $516M $989.96 $13M -11,011 -2.1%
33 HD 0.65% 1,399,018 $513M $366.64 $517K +838 +0.1%
34 MA 0.63% 889,617 $500M $561.94 $7M -9,183 -1.0%
35 ABBV 0.57% 2,430,949 $451M $185.62 -$66M -39,226 -1.6%
36 VNQ 0.57% 5,051,917 $450M $89.06 -$7M +10,274 +0.2%
37 IWF 0.56% 1,038,054 $441M $424.58 $58M -21,580 -2.0%
38 VTWO 0.50% 4,540,819 $396M $87.22 $395M +4,528,560 +36940.7%
39 JNJ 0.50% 2,591,425 $396M $152.75 -$36M -12,432 -0.5%
40 ABT 0.49% 2,870,124 $390M $136.01 $3M -50,033 -1.7%
41 XOM 0.48% 3,509,802 $378M $107.80 -$47M -62,826 -1.8%
42 VWO 0.47% 7,488,072 $370M $49.46 $37M +113,498 +1.5%
43 ORCL 0.46% 1,667,934 $365M $218.63 $131M +160 +0.0%
44 XLK 0.45% 1,409,065 $357M $253.23 $63M -11,553 -0.8%
45 V 0.45% 1,002,899 $356M $355.06 $2M -8,816 -0.9%
46 VT 0.45% 2,769,081 $356M $128.52 $48M +115,254 +4.3%
47 GOOG 0.44% 1,976,777 $351M $177.39 $34M -52,134 -2.6%
48 BAC 0.44% 7,340,608 $347M $47.32 $38M -79,152 -1.1%
49 AVGO 0.43% 1,247,384 $344M $275.65 $139M +24,536 +2.0%
50 PCAR 0.43% 3,604,005 $343M $95.06 -$10M -19,065 -0.5%
51 MMM 0.43% 2,246,996 $342M $152.24 $6M -40,822 -1.8%
52 USB 0.42% 7,386,227 $334M $45.25 $13M -218,852 -2.9%
53 ACN 0.41% 1,096,904 $328M $298.89 -$18M -10,216 -0.9%
54 UNH 0.41% 1,040,644 $325M $311.97 -$249M -54,113 -4.9%
55 IJH 0.41% 5,212,331 $323M $62.02 $26M +113,440 +2.2%
56 CVX 0.39% 2,183,593 $313M $143.19 -$59M -38,687 -1.7%
57 KO 0.38% 4,272,817 $302M $70.75 -$7M -50,053 -1.2%
58 IWS 0.38% 2,284,750 $302M $132.14 -$247M -2,070,502 -47.5%
59 SCHF 0.38% 13,545,100 $299M $22.10 $12M -973,842 -6.7%
60 MPC 0.36% 1,735,139 $288M $166.11 $15M -136,832 -7.3%
61 MCD 0.36% 966,300 $282M $292.17 -$25M -16,037 -1.6%
62 VOO 0.35% 495,709 $282M $568.04 $34M +13,284 +2.8%
63 PANW 0.35% 1,356,098 $278M $204.64 $34M -73,421 -5.1%
64 EMR 0.35% 2,058,062 $274M $133.33 $47M -17,901 -0.9%
65 ECL 0.34% 1,009,118 $272M $269.44 $8M -31,754 -3.0%
66 CSCO 0.34% 3,898,096 $270M $69.38 $27M -48,139 -1.2%
67 GLD 0.29% 767,160 $234M $304.83 $13M +2,103 +0.3%
68 PEP 0.29% 1,718,423 $227M $132.04 -$42M -74,293 -4.1%
69 AMT 0.28% 1,015,529 $224M $221.02 -$6M -45,348 -4.3%
70 IWB 0.28% 659,590 $224M $339.57 $38M +54,034 +8.9%
71 BLK 0.28% 212,213 $223M $1,049.26 $19M -3,343 -1.6%
72 IWP 0.27% 1,572,826 $218M $138.68 $35M +11,655 +0.8%
73 SCHW 0.27% 2,366,170 $216M $91.24 $22M -113,639 -4.6%
74 NOW 0.26% 201,417 $207M $1,028.08 $49M +2,723 +1.4%
75 HON 0.26% 871,114 $203M $232.88 $16M -10,451 -1.2%
76 NEE 0.25% 2,914,327 $202M $69.42 -$8M -46,625 -1.6%
77 CAT 0.25% 518,577 $201M $388.21 $26M -12,020 -2.3%
78 QCOM 0.25% 1,260,982 $201M $159.26 $2M -33,347 -2.6%
79 AMGN 0.25% 709,668 $198M $279.21 -$30M -21,405 -2.9%
80 VTEB 0.24% 3,943,092 $193M $49.03 $16M +377,275 +10.6%
81 VXF 0.24% 997,673 $192M $192.71 -$4M -139,009 -12.2%
82 UNP 0.23% 793,666 $183M $230.08 -$9M -18,542 -2.3%
83 WFC 0.23% 2,271,601 $182M $80.12 $16M -37,109 -1.6%
84 NFLX 0.22% 131,686 $176M $1,339.13 $65M +12,399 +10.4%
85 CB 0.22% 603,120 $175M $289.72 -$11M -11,944 -1.9%
86 ADP 0.22% 554,337 $171M $308.40 -$664K -7,381 -1.3%
87 TXN 0.21% 817,701 $170M $207.62 $17M -32,849 -3.9%
88 EFG 0.21% 1,474,234 $165M $112.01 $13M -42,764 -2.8%
89 IWD 0.21% 845,854 $164M $194.23 $5M -2,642 -0.3%
90 USRT 0.20% 2,852,126 $161M $56.56 -$7M -64,077 -2.2%
91 AMD 0.20% 1,135,609 $161M $141.90 $43M -10,536 -0.9%
92 EEM 0.20% 3,308,587 $160M $48.24 $17M +40,177 +1.2%
93 IBM 0.20% 539,356 $159M $294.78 $23M -6,859 -1.3%
94 LIN 0.20% 333,856 $157M $469.19 $380K -1,722 -0.5%
95 VTV 0.20% 884,249 $156M $176.74 $2M -7,926 -0.9%
96 DVY 0.19% 1,137,906 $151M $132.81 $333K +15,019 +1.3%
97 TDG 0.19% 99,355 $151M $1,520.65 $14M +93 +0.1%
98 TGT 0.19% 1,530,193 $151M $98.65 -$25M -155,253 -9.2%
99 IVW 0.19% 1,350,593 $149M $110.10 -$55K -251,861 -15.7%
100 UBER 0.19% 1,578,850 $147M $93.30 $35M +33,463 +2.2%

Options Breakdown

5 Calls $0 Call Value 15 Puts $6M Put Value

Top Calls

SymbolSharesValueStatus
QQQ $0 SOLD
TSLA $0 SOLD
IBIT $0 SOLD
SPY $0 SOLD
NVDA $0 SOLD

Top Puts

SymbolSharesValueStatus
LLY 2,514 $6M
SPY 1,100 $104K
AAPL 30 $41K
JNJ 250 $26K
MMM 153 $20K
LOW 62 $16K
QQQ 45 $14K NEW
BOX 50 $500 NEW
EEM 100 $96
EFA 90 $36

New Positions

SymbolValue% Port
THRO $16M 0.02%
BAI $6M 0.01%
FRGE $4M 0.01%
BOXX $2M —%
CWI $829K —%
B $620K —%
FDT $476K —%
VBIL $441K —%
RKLB $373K —%
TV $358K —%
FUMB $340K —%
CAI $317K —%
FJP $314K —%
FEP $310K —%
FSIG $296K —%

Sold Out Positions

SymbolValue% Port
SDHY —%
TPVG —%
TSQ —%
ZVIA —%
HESM —%
WTI —%
BCSF —%
BIT —%
TX —%
KODK —%
VEL —%
CURV —%
EGY —%
FET —%
STEM —%
View SEC EDGAR Filings for US BANCORP \DE →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms