Arkolith/Funds/US Bancorp

US Bancorp

CIK 36104Bank / broker
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

US Bancorp holds a diversified book of 4150 stocks worth $82.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Ishares Core U.S. Aggregate. Their largest long position is Ishares Core U.S. Aggregate at 5% of the equity book. They also disclosed $1.8M in put options (a bearish bet) and $25K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show US BANCORP \DE\'s latest
holdings, largest changes, and filing provenance.
Opened
354
new positions
Added to
1,483
existing
Trimmed
1,701
reduced
Sold out
169
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Information Technology
17%
Financials
8%
Health Care
6%
Consumer Discretionary
6%
Industrials
4%
Energy
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

4,150 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE US AGGBD ET
$4.2B42.55M
5.1%
−0.7%
Reduced · −295K sh
2Ishares TR
CORE S&P500 ETF
$3.8B5.82M
4.6%
+1.6%
Added · +93K sh
3Schwab Strategic TR
US LRG CAP ETF
$3.7B145.06M
4.5%
−28%
Reduced · −56.0M sh
4Ishares TR
CORE MSCI EAFE
$3.2B35.67M
3.9%
+1.6%
Added · +547K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$2.7B4.17M
3.3%
−1.8%
Reduced · −77K sh
6Apple Inc
COM
$2.6B10.13M
3.1%
−1.5%
Reduced · −150K sh
7Ishares Inc
CORE MSCI EMKT
$2.1B29.53M
2.5%
+2.0%
Added · +589K sh
8Microsoft Corp
COM
$2.0B5.45M
2.4%
+0.9%
Added · +47K sh
9Alphabet Inc
CAP STK CL A
$1.7B5.96M
2.1%
−1.3%
Reduced · −76K sh
10Vanguard Index FDS
MID CAP ETF
$1.6B5.41M
1.9%
+7.3%
Added · +371K sh
11Nvidia Corporation
COM
$1.4B8.07M
1.7%
+0.6%
Added · +50K sh
12Ishares TR
RUS MID CAP ETF
$1.3B12.92M
1.5%
−0.1%
Reduced · −8K sh
13Eli Lilly & Co
COM
$1.2B1.36M
1.5%
−0.9%
Reduced · −13K sh
14Amazon Com Inc
COM
$1.2B5.89M
1.5%
+1.8%
Added · +106K sh
15Ishares TR
US TREAS BD ETF
$1.2B46.83M
1.5%
28×
Added · +45.2M sh
16Ishares TR
EAFE VALUE ETF
$1.0B13.97M
1.3%
−1.6%
Reduced · −233K sh
17JPMorgan Chase & Co
COM
$1.0B3.52M
1.3%
−1.8%
Reduced · −64K sh
18Ishares TR
RUSSELL 2000 ETF
$859.5M3.47M
1.0%
+50%
Added · +1.2M sh
19Ishares TR
CORE MSCI TOTAL
$843.9M9.76M
1.0%
−14%
Reduced · −1.6M sh
20Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$769.4M11.53M
0.9%
+1.0%
Added · +119K sh
21Invesco QQQ TR
UNIT SER 1
$765.1M1.33M
0.9%
−3.0%
Reduced · −41K sh
22Schwab Strategic TR
US REIT ETF
$723.7M33.68M
0.9%
+2.8%
Added · +925K sh
23Ishares TR
MSCI EAFE ETF
$692.8M7.13M
0.8%
−0.8%
Reduced · −55K sh
24Walmart Inc
COM
$681.3M5.48M
0.8%
−2.1%
Reduced · −120K sh
25Vanguard Index FDS
TOTAL STK MKT
$655.7M2.12M
0.8%
+1.7%
Added · +35K sh
26Vanguard Intl Equity Index F
TT WRLD ST ETF
$629.2M4.55M
0.8%
+7.3%
Added · +311K sh
27Berkshire Hathaway Inc Del
CL A
$618.3M861
0.8%
+0.2%
Added · +2 sh
28Johnson & Johnson
COM
$609.2M2.49M
0.7%
+0.1%
Added · +3K sh
29Ishares TR
CORE S&P SCP ETF
$604.3M4.86M
0.7%
−0.8%
Reduced · −38K sh
30State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$598.2M970.0K
0.7%
−1.1%
Reduced · −11K sh
31Meta Platforms Inc
CL A
$597.3M1.04M
0.7%
+3.1%
Added · +31K sh
32Vanguard Scottsdale FDS
VNG RUS2000IDX
$576.8M5.76M
0.7%
+9.5%
Added · +498K sh
33Exxon Mobil Corp
COM
$561.8M3.31M
0.7%
−2.3%
Reduced · −79K sh
34Berkshire Hathaway Inc Del
CL B NEW
$560.4M1.17M
0.7%
−0.7%
Reduced · −8K sh
35Ishares TR
NATIONAL MUN ETF
$555.4M5.23M
0.7%
+0.1%
Added · +3K sh
36Alphabet Inc
CAP STK CL C
$527.3M1.84M
0.6%
−3.4%
Reduced · −64K sh
37Costco Wholesale Corporation
COM
$510.7M512.5K
0.6%
−1.0%
Reduced · −5K sh
38Abbvie Inc
COM
$506.5M2.33M
0.6%
−1.2%
Reduced · −29K sh
39Vanguard Index FDS
REAL ESTATE ETF
$493.2M5.52M
0.6%
+7.7%
Added · +393K sh
40Procter & Gamble Co
COM
$486.7M3.37M
0.6%
−5.2%
Reduced · −187K sh
41Home Depot Inc
COM
$435.5M1.32M
0.5%
−3.0%
Reduced · −41K sh
42Chevron Corporation
COM
$431.0M2.08M
0.5%
−2.4%
Reduced · −51K sh
43Mastercard Incorporated
CL A
$429.4M859.4K
0.5%
−2.5%
Reduced · −22K sh
44Paccar Inc
COM
$416.1M3.60M
0.5%
~0%
Reduced · −2K sh
45Ishares TR
RUS 1000 GRW ETF
$407.7M956.1K
0.5%
−2.3%
Reduced · −22K sh
46Broadcom Inc
COM
$388.7M1.26M
0.5%
−0.2%
Reduced · −3K sh
47Marathon Pete Corp
COM
$378.1M1.55M
0.5%
−3.6%
Reduced · −58K sh
48Select Sector SPDR TR
STATE STREET TEC
$366.0M2.75M
0.4%
~0%
Reduced · −1K sh
49US Bancorp
COM NEW
$361.8M6.96M
0.4%
−1.9%
Reduced · −138K sh
50SPDR Gold TR
GOLD SHS
$357.7M831.2K
0.4%
−0.2%
Reduced · −2K sh
Showing 50 of 4,150 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.8M
Call notional (bullish)$25K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO S&P 500 EQUAL WEIGHTRSP$877K5K
PUT · bearishMICROSOFT CORPMSFT$189K27
PUT · bearishAPPLE INCAAPL$160K90
PUT · bearishELI LILLY & COLLY$160K14
PUT · bearishEMERSON ELECTRIC COEMR$107K128
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$101K49
PUT · bearishAUTOMATIC DATA PROCESSINGADP$78K23
PUT · bearishLOWE'S COS INCLOW$67K62
PUT · bearishJPMORGAN CHASE & COJPM$64K35
CALL · bullishNVIDIA CORPNVDA$21K27
PUT · bearishISHARES MSCI EAFE ETFEFA$19K90
PUT · bearishISHARES MSCI EMERGING MARKETEEM$17K100
CALL · bullishDIRE DAIL HB & SB 3X ETF-USDNAIL$2K12
CALL · bullishDIRX DLY RGNL BNK B3X ETF-UIDPST$2K1

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20268,287$82.4B13F-HR
Q4 2025Dec 31, 2025Jan 30, 20269,649$85.3B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20259,529$84.4B13F-HR
Q2 2025Jun 30, 2025Jul 24, 20259,904$79.4B13F-HR
Q1 2025Mar 31, 2025May 8, 202510,035$74.9B13F-HR
Q4 2024Dec 31, 2024Feb 5, 20259,837$76.4B13F-HR
Q3 2024Sep 30, 2024Oct 28, 20249,691$77.9B13F-HR
Q2 2024Jun 30, 2024Aug 7, 20249,421$73.4B13F-HR
Q1 2024Mar 31, 2024May 8, 20249,080$71.8B13F-HR
Q4 2023Dec 31, 2023Feb 9, 20249,103$67.6B13F-HR
Q3 2023Sep 30, 2023Nov 3, 20238,871$61.2B13F-HR
Q2 2023Jun 30, 2023Aug 10, 20237,620$62.1B13F-HR
Q1 2023Mar 31, 2023May 9, 20238,644$59.2B13F-HR
Q4 2022Dec 31, 2022Feb 13, 20238,761$56.5B13F-HR
Q3 2022Sep 30, 2022Oct 27, 20227,754$48.4B13F-HR
Q2 2022Jun 30, 2022Aug 1, 20227,890$51.6B13F-HR
Q1 2022Mar 31, 2022May 11, 20227,859$60.1B13F-HR
Q4 2021Dec 31, 2021Feb 11, 20227,902$63.4B13F-HR
Q3 2021Sep 30, 2021Nov 10, 20217,740$53.2B13F-HR
Q2 2021Jun 30, 2021Aug 5, 20217,559$53.4B13F-HR
Q1 2021Mar 31, 2021Apr 28, 20217,406$49.4B13F-HR
Q4 2020Dec 31, 2020Feb 4, 20217,258$46.4B13F-HR
Q3 2020Sep 30, 2020Nov 10, 20207,163$41.0B13F-HR
Q2 2020Jun 30, 2020Aug 7, 20207,240$38.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.