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US BANCORP \DE

Q3 2025 · Filed 2025-11-12
Market Value
$84.3B
+6.2%
Holdings
4,148
-33
New Purchases
170
Added To
1,277
Closed
319
Reduced
1,701
Top 10 Concentration
35.6%
Turnover
11.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHP 0.52% 0.05% +0.47% $438M
GOOGL 1.76% 1.35% +0.41% $1.5B
AAPL 3.16% 2.76% +0.39% $2.7B
VT 0.65% 0.45% +0.20% $548M
NVDA 1.78% 1.59% +0.19% $1.5B
IVV 4.78% 4.61% +0.17% $4.0B
IXUS 0.79% 0.66% +0.13% $667M
SCHE 0.26% 0.13% +0.13% $217M
IEMG 2.22% 2.10% +0.13% $1.9B
GOOG 0.56% 0.44% +0.12% $472M
VO 1.61% 1.50% +0.11% $1.4B
ABBV 0.66% 0.57% +0.09% $556M
ORCL 0.53% 0.46% +0.07% $448M
VTWO 0.57% 0.50% +0.07% $479M
SCHX 6.43% 6.36% +0.07% $5.4B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 5.04% 5.50% -0.46% $4.2B
MUB 0.67% 0.97% -0.30% $564M
MSFT 3.34% 3.46% -0.12% $2.8B
LLY 1.24% 1.35% -0.10% $1.0B
ACN 0.31% 0.41% -0.10% $262M
PG 0.67% 0.77% -0.10% $565M
IGIB 0.07% 0.17% -0.10% $63M
AMZN 1.50% 1.59% -0.09% $1.3B
COST 0.57% 0.65% -0.09% $476M
ADBE 0.09% 0.17% -0.07% $80M
V 0.39% 0.45% -0.06% $326M
AMT 0.22% 0.28% -0.06% $188M
IVE 0.10% 0.15% -0.06% $81M
IVW 0.14% 0.19% -0.05% $114M
IWR 1.56% 1.61% -0.05% $1.3B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $36.6B 43.4%
Large Cap 1,071 $45.0B 53.3%
Mid Cap 1,316 $2.3B 2.8%
Small Cap 1,333 $348M 0.4%
Micro Cap 346 $52M 0.1%

Portfolio Analytics

Avg Market Cap
$27.9B
Median Market Cap
$3.1B
Avg P/E
32.3
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
3,022
# ETFs / Funds
1,126

Top Holdings (4,148 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHX 6.43% 205,650,965 $5.4B $26.34 $372M -758,205 -0.4%
2 AGG 5.04% 42,354,274 $4.2B $100.25 -$118M -1,633,770 -3.7%
3 IVV 4.78% 6,023,396 $4.0B $669.33 $372M +128,832 +2.2%
4 IEFA 3.67% 35,451,679 $3.1B $87.31 $225M +1,065,415 +3.1%
5 SPY 3.41% 4,307,539 $2.9B $666.18 $142M -107,460 -2.4%
6 MSFT 3.34% 5,436,865 $2.8B $517.95 $71M -81,918 -1.5%
7 AAPL 3.16% 10,442,818 $2.7B $254.63 $466M -247,354 -2.3%
8 IEMG 2.22% 28,412,025 $1.9B $65.92 $209M +695,372 +2.5%
9 NVDA 1.78% 8,049,034 $1.5B $186.58 $241M +65,880 +0.8%
10 GOOGL 1.76% 6,091,294 $1.5B $243.10 $408M +5,484 +0.1%
11 VO 1.61% 4,610,643 $1.4B $293.74 $167M +368,798 +8.7%
12 IWR 1.56% 13,639,666 $1.3B $96.55 $37M -278,823 -2.0%
13 AMZN 1.50% 5,757,152 $1.3B $219.57 $520K -2,353 -0.0%
14 JPM 1.37% 3,655,592 $1.2B $315.43 $73M -70,427 -1.9%
15 LLY 1.24% 1,374,048 $1.0B $763.00 -$21M +1,942 +0.1%
16 EFV 1.13% 13,996,150 $949M $67.83 $85M +382,008 +2.8%
17 QQQ 0.98% 1,378,057 $827M $600.37 $71M +7,333 +0.5%
18 META 0.83% 952,522 $700M $734.38 $16M +25,912 +2.8%
19 VEA 0.82% 11,551,168 $692M $59.92 $31M -48,370 -0.4%
20 SCHH 0.82% 32,078,890 $692M $21.57 $46M +1,537,663 +5.0%
21 EFA 0.82% 7,397,900 $691M $93.37 $25M -54,581 -0.7%
22 VTI 0.82% 2,098,777 $689M $328.17 $37M -46,053 -2.1%
23 BRK-A 0.81% 900 $679M $754,200.00 $22M -1 -0.1%
24 IXUS 0.79% 8,071,498 $667M $82.58 $142M +1,282,851 +18.9%
25 BRK-B 0.77% 1,293,527 $650M $502.74 $18M -7,928 -0.6%
26 IWM 0.75% 2,603,293 $630M $241.96 $55M -60,587 -2.3%
27 MDY 0.71% 998,110 $595M $596.03 $19M -17,673 -1.7%
28 WMT 0.70% 5,740,380 $592M $103.06 $17M -136,940 -2.3%
29 IJR 0.70% 4,968,235 $590M $118.83 $41M -56,706 -1.1%
30 HD 0.67% 1,397,221 $566M $405.19 $53M -1,797 -0.1%
31 PG 0.67% 3,675,632 $565M $153.65 -$47M -164,714 -4.3%
32 MUB 0.67% 5,295,541 $564M $106.49 -$203M -2,046,373 -27.9%
33 ABBV 0.66% 2,400,194 $556M $231.54 $105M -30,755 -1.3%
34 VT 0.65% 3,974,186 $548M $137.80 $192M +1,205,105 +43.5%
35 MA 0.59% 878,793 $500M $568.81 -$45K -10,824 -1.2%
36 VTWO 0.57% 4,901,587 $479M $97.82 $83M +360,768 +7.9%
37 COST 0.57% 514,535 $476M $925.64 -$40M -6,853 -1.3%
38 VNQ 0.56% 5,176,306 $473M $91.42 $23M +124,389 +2.5%
39 GOOG 0.56% 1,939,051 $472M $243.55 $122M -37,726 -1.9%
40 JNJ 0.56% 2,531,636 $469M $185.42 $74M -59,789 -2.3%
41 ORCL 0.53% 1,593,234 $448M $281.24 $83M -74,700 -4.5%
42 IWF 0.52% 941,199 $441M $468.41 $130K -96,855 -9.3%
43 SCHP 0.52% 16,265,679 $438M $26.95 $395M +14,638,820 +899.8%
44 AVGO 0.49% 1,246,822 $411M $329.91 $67M -562 -0.1%
45 VWO 0.48% 7,460,988 $404M $54.18 $34M -27,084 -0.4%
46 XLK 0.47% 1,395,752 $393M $281.86 $37M -13,313 -0.9%
47 XOM 0.46% 3,438,726 $388M $112.75 $9M -71,076 -2.0%
48 ABT 0.45% 2,832,552 $379M $133.94 -$11M -37,572 -1.3%
49 BAC 0.44% 7,253,487 $374M $51.59 $27M -87,121 -1.2%
50 UNH 0.42% 1,025,873 $354M $345.30 $30M -14,771 -1.4%
51 PCAR 0.42% 3,602,874 $354M $98.32 $12M -1,131 -0.0%
52 USB 0.41% 7,197,275 $348M $48.33 $14M -188,952 -2.6%
53 IJH 0.40% 5,175,218 $338M $65.26 $14M -37,113 -0.7%
54 CVX 0.40% 2,166,316 $336M $155.29 $24M -17,277 -0.8%
55 MMM 0.40% 2,152,508 $334M $155.18 -$8M -94,488 -4.2%
56 SCHF 0.39% 14,032,989 $327M $23.28 $27M +487,889 +3.6%
57 V 0.39% 955,539 $326M $341.39 -$30M -47,360 -4.7%
58 MPC 0.38% 1,655,061 $319M $192.74 $31M -80,078 -4.6%
59 VOO 0.36% 501,712 $307M $612.39 $26M +6,003 +1.2%
60 IWS 0.36% 2,189,330 $306M $139.67 $4M -95,420 -4.2%
61 MCD 0.34% 946,514 $288M $303.89 $5M -19,786 -2.0%
62 GLD 0.34% 797,375 $283M $355.47 $50M +30,215 +3.9%
63 KO 0.33% 4,206,235 $279M $66.32 -$23M -66,582 -1.6%
64 ECL 0.33% 1,017,744 $279M $273.86 $7M +8,626 +0.8%
65 PANW 0.33% 1,364,442 $278M $203.62 $316K +8,344 +0.6%
66 IWB 0.33% 751,222 $275M $365.48 $51M +91,632 +13.9%
67 EMR 0.31% 2,023,089 $265M $131.18 -$9M -34,973 -1.7%
68 ACN 0.31% 1,062,134 $262M $246.60 -$66M -34,770 -3.2%
69 CSCO 0.31% 3,822,622 $262M $68.42 -$9M -75,474 -1.9%
70 BLK 0.29% 210,305 $245M $1,165.88 $23M -1,908 -0.9%
71 CAT 0.29% 506,048 $241M $477.15 $40M -12,529 -2.4%
72 PEP 0.28% 1,661,446 $233M $140.44 $6M -56,977 -3.3%
73 IWP 0.26% 1,567,496 $223M $142.41 $5M -5,330 -0.3%
74 SCHW 0.26% 2,299,785 $220M $95.47 $4M -66,385 -2.8%
75 NEE 0.26% 2,880,333 $217M $75.49 $15M -33,994 -1.2%
76 SCHE 0.26% 6,510,778 $217M $33.37 $113M +3,065,021 +89.0%
77 QCOM 0.24% 1,238,180 $206M $166.36 $5M -22,802 -1.8%
78 VXF 0.24% 982,935 $206M $209.34 $14M -14,738 -1.5%
79 WFC 0.23% 2,338,603 $196M $83.82 $14M +67,002 +3.0%
80 AMGN 0.23% 687,451 $194M $282.20 -$4M -22,217 -3.1%
81 NOW 0.23% 209,179 $193M $920.28 -$15M +7,762 +3.9%
82 AMD 0.22% 1,170,332 $189M $161.79 $28M +34,723 +3.1%
83 AMT 0.22% 976,111 $188M $192.32 -$37M -39,418 -3.9%
84 UNP 0.22% 779,481 $184M $236.37 $2M -14,185 -1.8%
85 VTEB 0.22% 3,656,306 $183M $50.07 -$10M -286,786 -7.3%
86 HON 0.21% 847,904 $178M $210.50 -$24M -23,210 -2.7%
87 EEM 0.21% 3,307,293 $177M $53.40 $17M -1,294 -0.0%
88 USRT 0.20% 2,850,324 $167M $58.72 $6M -1,802 -0.1%
89 CB 0.20% 584,432 $165M $282.25 -$10M -18,688 -3.1%
90 TSLA 0.19% 367,132 $163M $444.72 $50M +10,553 +3.0%
91 MU 0.19% 967,728 $162M $167.32 $48M +41,373 +4.5%
92 DVY 0.19% 1,130,142 $161M $142.10 $9M -7,764 -0.7%
93 NFLX 0.19% 133,279 $160M $1,198.92 -$17M +1,593 +1.2%
94 ADP 0.19% 544,360 $160M $293.50 -$11M -9,977 -1.8%
95 VTV 0.19% 840,174 $157M $186.49 $402K -44,075 -5.0%
96 LIN 0.19% 329,481 $157M $475.01 -$135K -4,375 -1.3%
97 IWD 0.19% 768,594 $156M $203.59 -$8M -77,260 -9.1%
98 RTX 0.18% 922,820 $154M $167.33 $19M -3,711 -0.4%
99 AXP 0.18% 460,911 $153M $332.16 $6M +975 +0.2%
100 IBM 0.18% 538,036 $152M $282.16 -$7M -1,320 -0.2%

Options Breakdown

3 Calls $77K Call Value 14 Puts $6M Put Value 82.21 P/C Ratio

Top Calls

SymbolSharesValueStatus
TSLA 5 $51K NEW
NVDA 11 $23K NEW
NAIL 2 $3K NEW

Top Puts

SymbolSharesValueStatus
LLY 2,514 $6M
EMR 128 $56K NEW
SPY 40 $15K
MSFT 27 $13K
ADP 23 $13K
MMM 27 $10K
JPM 35 $8K NEW
LOW 62 $8K
EFA 90 $3K
AAPL 30 $2K

New Positions

SymbolValue% Port
YSEP $5M 0.01%
GSEP $4M —%
YJUN $3M —%
HYXU $2M —%
OESX $848K —%
BMNR $752K —%
CHYM $524K —%
FETH $494K —%
JMTG $471K —%
DISV $424K —%
PSKY $418K —%
DUHP $391K —%
LTPZ $381K —%
GAUG $369K —%
FEMB $338K —%

Sold Out Positions

SymbolValue% Port
JHX —%
PUMP —%
PAY —%
SGHC —%
GCO —%
ONIT —%
RNGR —%
BOW —%
NXE —%
TK —%
SRI —%
KGS —%
YEXT —%
PTY —%
TBI —%
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