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US BANCORP \DE

Q4 2025 · Filed 2026-01-30
Market Value
$85.2B
+1.1%
Holdings
4,043
-105
New Purchases
214
Added To
1,281
Closed
196
Reduced
1,639
Top 10 Concentration
35.7%
Turnover
10.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 1.73% 1.24% +0.48% $1.5B
GOOGL 2.22% 1.76% +0.46% $1.9B
IXUS 1.12% 0.79% +0.33% $958M
GOOG 0.70% 0.56% +0.14% $597M
AAPL 3.28% 3.16% +0.13% $2.8B
MU 0.31% 0.19% +0.11% $261M
VO 1.72% 1.61% +0.11% $1.5B
AMZN 1.57% 1.50% +0.07% $1.3B
EFV 1.19% 1.13% +0.06% $1.0B
IEMG 2.28% 2.22% +0.06% $1.9B
AMD 0.28% 0.22% +0.06% $241M
VT 0.70% 0.65% +0.05% $598M
GLD 0.39% 0.34% +0.05% $330M
JNJ 0.60% 0.56% +0.05% $515M
VTWO 0.61% 0.57% +0.05% $524M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHP 0.20% 0.52% -0.32% $170M
MSFT 3.07% 3.34% -0.27% $2.6B
IVV 4.60% 4.78% -0.18% $3.9B
ORCL 0.36% 0.53% -0.17% $307M
HD 0.55% 0.67% -0.12% $470M
IWR 1.46% 1.56% -0.10% $1.2B
IWM 0.67% 0.75% -0.08% $569M
SCHX 6.35% 6.43% -0.08% $5.4B
BRK-B 0.69% 0.77% -0.08% $592M
PG 0.60% 0.67% -0.07% $510M
MPC 0.31% 0.38% -0.07% $261M
META 0.78% 0.83% -0.05% $669M
BRK-A 0.76% 0.81% -0.04% $648M
TLH 0.09% 0.13% -0.04% $75M
NOW 0.19% 0.23% -0.04% $159M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $37.7B 44.2%
Large Cap 1,069 $44.8B 52.6%
Mid Cap 1,306 $2.3B 2.7%
Small Cap 1,286 $355M 0.4%
Micro Cap 300 $63M 0.1%

Portfolio Analytics

Avg Market Cap
$28.6B
Median Market Cap
$3.3B
Avg P/E
32.3
Median P/E
20.0
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
2,910
# ETFs / Funds
1,133

Top Holdings (4,043 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHX 6.35% 201,085,961 $5.4B $26.91 -$6M -4,565,004 -2.2%
2 AGG 5.02% 42,844,111 $4.3B $99.88 $33M +489,837 +1.2%
3 IVV 4.60% 5,727,682 $3.9B $684.98 -$108M -295,714 -4.9%
4 IEFA 3.69% 35,119,123 $3.1B $89.46 $46M -332,556 -0.9%
5 SPY 3.40% 4,243,742 $2.9B $681.92 $24M -63,797 -1.5%
6 AAPL 3.28% 10,284,947 $2.8B $271.86 $137M -157,871 -1.5%
7 MSFT 3.07% 5,405,764 $2.6B $483.62 -$202M -31,101 -0.6%
8 IEMG 2.28% 28,941,277 $1.9B $67.22 $73M +529,252 +1.9%
9 GOOGL 2.22% 6,031,952 $1.9B $313.00 $407M -59,342 -1.0%
10 NVDA 1.75% 8,016,470 $1.5B $186.50 -$7M -32,564 -0.4%
11 LLY 1.73% 1,370,129 $1.5B $1,074.69 $424M -3,919 -0.3%
12 VO 1.72% 5,044,044 $1.5B $290.23 $110M +433,401 +9.4%
13 AMZN 1.57% 5,779,623 $1.3B $230.82 $70M +22,471 +0.4%
14 IWR 1.46% 12,928,971 $1.2B $96.27 -$72M -710,695 -5.2%
15 JPM 1.35% 3,584,075 $1.2B $322.22 $2M -71,517 -2.0%
16 EFV 1.19% 14,206,660 $1.0B $71.41 $65M +210,510 +1.5%
17 IXUS 1.12% 11,314,184 $958M $84.64 $291M +3,242,686 +40.2%
18 QQQ 0.98% 1,366,550 $839M $614.31 $12M -11,507 -0.8%
19 VEA 0.84% 11,411,762 $713M $62.47 $21M -139,406 -1.2%
20 VTI 0.82% 2,079,574 $697M $335.27 $8M -19,203 -0.9%
21 EFA 0.81% 7,186,981 $690M $96.03 -$576K -210,919 -2.9%
22 SCHH 0.80% 32,751,460 $684M $20.89 -$8M +672,570 +2.1%
23 META 0.78% 1,012,763 $669M $660.09 -$31M +60,241 +6.3%
24 BRK-A 0.76% 859 $648M $754,800.00 -$30M -41 -4.6%
25 WMT 0.73% 5,601,651 $624M $111.41 $32M -138,729 -2.4%
26 VT 0.70% 4,237,931 $598M $141.07 $50M +263,745 +6.6%
27 GOOG 0.70% 1,902,067 $597M $313.80 $125M -36,984 -1.9%
28 BRK-B 0.69% 1,177,551 $592M $502.65 -$58M -115,976 -9.0%
29 MDY 0.69% 980,650 $592M $603.28 -$3M -17,460 -1.8%
30 IJR 0.69% 4,898,843 $589M $120.18 -$2M -69,392 -1.4%
31 IWM 0.67% 2,309,585 $569M $246.16 -$61M -293,708 -11.3%
32 MUB 0.66% 5,229,521 $560M $107.11 -$4M -66,020 -1.2%
33 ABBV 0.63% 2,358,212 $539M $228.49 -$17M -41,982 -1.8%
34 VTWO 0.61% 5,260,478 $524M $99.52 $44M +358,891 +7.3%
35 JNJ 0.60% 2,489,519 $515M $206.95 $46M -42,117 -1.7%
36 PG 0.60% 3,556,370 $510M $143.31 -$55M -119,262 -3.2%
37 MA 0.59% 881,164 $503M $570.88 $3M +2,371 +0.3%
38 HD 0.55% 1,365,629 $470M $344.10 -$96M -31,592 -2.3%
39 IWF 0.54% 978,071 $463M $473.30 $22M +36,872 +3.9%
40 VNQ 0.53% 5,128,192 $454M $88.49 -$19M -48,114 -0.9%
41 COST 0.52% 517,948 $447M $862.35 -$30M +3,413 +0.7%
42 AVGO 0.51% 1,258,662 $436M $346.10 $24M +11,840 +0.9%
43 XOM 0.48% 3,389,754 $408M $120.34 $20M -48,972 -1.4%
44 VWO 0.47% 7,491,430 $403M $53.76 -$1M +30,442 +0.4%
45 XLK 0.47% 2,754,722 $397M $143.97 $3M +1,358,970 +97.4%
46 PCAR 0.46% 3,604,281 $395M $109.51 $40M +1,407 +0.0%
47 BAC 0.46% 7,095,289 $390M $55.00 $16M -158,198 -2.2%
48 USB 0.44% 7,095,051 $379M $53.36 $31M -102,224 -1.4%
49 MMM 0.42% 2,248,446 $360M $160.10 $26M +95,938 +4.5%
50 ABT 0.41% 2,779,141 $348M $125.29 -$31M -53,411 -1.9%
51 UNH 0.40% 1,039,878 $343M $330.11 -$11M +14,005 +1.4%
52 IJH 0.39% 5,088,696 $336M $66.00 -$2M -86,522 -1.7%
53 SCHF 0.39% 13,933,424 $335M $24.04 $8M -99,565 -0.7%
54 V 0.39% 949,685 $333M $350.72 $7M -5,854 -0.6%
55 GLD 0.39% 833,104 $330M $396.31 $47M +35,729 +4.5%
56 CVX 0.38% 2,133,479 $325M $152.41 -$11M -32,837 -1.5%
57 VOO 0.36% 491,976 $309M $627.15 $1M -9,736 -1.9%
58 ORCL 0.36% 1,573,278 $307M $194.91 -$141M -19,956 -1.2%
59 IWS 0.35% 2,089,915 $295M $141.05 -$11M -99,415 -4.5%
60 KO 0.34% 4,156,858 $291M $69.91 $12M -49,377 -1.2%
61 IWB 0.34% 775,933 $290M $373.44 $15M +24,711 +3.3%
62 CSCO 0.34% 3,754,419 $289M $77.03 $28M -68,203 -1.8%
63 MCD 0.33% 921,978 $282M $305.63 -$6M -24,536 -2.6%
64 CAT 0.33% 490,854 $281M $572.87 $40M -15,194 -3.0%
65 ECL 0.33% 1,061,489 $279M $262.52 -$57K +43,745 +4.3%
66 MPC 0.31% 1,607,011 $261M $162.63 -$58M -48,050 -2.9%
67 MU 0.31% 914,092 $261M $285.41 $99M -53,636 -5.5%
68 EMR 0.31% 1,960,158 $260M $132.72 -$5M -62,931 -3.1%
69 ACN 0.30% 961,922 $258M $268.30 -$4M -100,212 -9.4%
70 PANW 0.30% 1,371,066 $253M $184.20 -$25M +6,624 +0.5%
71 AMD 0.28% 1,125,865 $241M $214.16 $52M -44,467 -3.8%
72 WFC 0.27% 2,499,475 $233M $93.20 $37M +160,872 +6.9%
73 PEP 0.27% 1,604,726 $230M $143.52 -$3M -56,720 -3.4%
74 SCHW 0.27% 2,294,369 $229M $99.91 $10M -5,416 -0.2%
75 NEE 0.26% 2,783,743 $223M $80.28 $6M -96,590 -3.4%
76 BLK 0.26% 207,862 $222M $1,070.35 -$23M -2,443 -1.2%
77 AMGN 0.26% 668,068 $219M $327.31 $25M -19,383 -2.8%
78 IWP 0.25% 1,584,378 $217M $136.94 -$6M +16,882 +1.1%
79 SCHE 0.25% 6,543,475 $214M $32.75 -$3M +32,697 +0.5%
80 QCOM 0.24% 1,207,914 $207M $171.05 $630K -30,266 -2.4%
81 CB 0.21% 572,278 $179M $312.12 $14M -12,154 -2.1%
82 EEM 0.21% 3,248,348 $178M $54.71 $1M -58,945 -1.8%
83 VTEB 0.21% 3,508,879 $176M $50.29 -$7M -147,427 -4.0%
84 VXF 0.21% 840,415 $176M $209.12 -$30M -142,520 -14.5%
85 UNP 0.21% 758,943 $176M $231.32 -$9M -20,538 -2.6%
86 IWD 0.20% 824,090 $173M $210.34 $17M +55,496 +7.2%
87 AXP 0.20% 459,206 $170M $369.95 $17M -1,705 -0.4%
88 SCHP 0.20% 6,404,227 $170M $26.49 -$269M -9,861,452 -60.6%
89 RTX 0.20% 923,047 $169M $183.40 $15M +227 +0.0%
90 TSLA 0.20% 374,402 $168M $449.72 $5M +7,270 +2.0%
91 MRK 0.20% 1,580,821 $166M $105.26 $29M -52,426 -3.2%
92 HON 0.19% 822,333 $160M $195.09 -$18M -25,571 -3.0%
93 USRT 0.19% 2,811,846 $160M $56.96 -$7M -38,478 -1.4%
94 IBM 0.19% 540,528 $160M $296.21 $8M +2,492 +0.5%
95 VTV 0.19% 831,903 $159M $190.99 $2M -8,271 -1.0%
96 NOW 0.19% 1,036,435 $159M $153.19 -$34M +827,256 +395.5%
97 DVY 0.18% 1,111,508 $157M $141.14 -$4M -18,634 -1.6%
98 SPHY 0.18% 6,510,583 $154M $23.67 $18M +841,165 +14.8%
99 AMT 0.18% 877,243 $154M $175.57 -$34M -98,868 -10.1%
100 AMAT 0.18% 593,397 $153M $257.00 $26M -24,643 -4.0%

Options Breakdown

4 Calls $57K Call Value 14 Puts $225K Put Value 3.97 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 25 $51K
PPLT 2 $3K NEW
NAIL 6 $3K
TSLA $0 SOLD

Top Puts

SymbolSharesValueStatus
AAPL 70 $92K
RSP 5,815 $55K NEW
ADP 23 $40K
SPY 49 $27K
LLY 2,507 $7K
MMM 27 $2K
BOX 50 $1K NEW
EMR 128 $441
MSFT 27 $403
EFA 90 $130

New Positions

SymbolValue% Port
Q $8M 0.01%
SOLS $8M 0.01%
TOTB.DE $6M 0.01%
FIBR $3M —%
IBCA $2M —%
GDEC $1M —%
LTH $1M —%
MDLN $941K —%
DLHC $647K —%
YDEC $606K —%
AKRE $467K —%
EDAP $392K —%
SLVP $390K —%
MICC $380K —%
WTPI $352K —%

Sold Out Positions

SymbolValue% Port
GDV —%
GSBD —%
ABX —%
WLKP —%
HUYA —%
KLC —%
NCA —%
GOTU —%
DRD —%
DOLE —%
LXP —%
GHI —%
HPP —%
WIW —%
PCN —%
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