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Portfolio (Quarterly) Guide ↗

CITIGROUP INC

· CIK 0000831001
13F Portfolio $302.7B AUM 11,343 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 739 New 3319 Added 1403 Reduced 1082 Exited
Page 155 of 166  ·  3,319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 AIRO AIRO GROUP HLDGS INC Industrials 10,259.0 $76K +10K +2041.8% $7.39 +11.5%
3082 JAMES RIV GROUP HOLDINGS INC 17,180.0 $76K +16K +1957.5% $4.40
3083 ACTG ACACIA RESH CORP Industrials 16,151.0 $75K +15K +1923.9% $4.66 -3.2%
3084 KRO KRONOS WORLDWIDE INC Basic Materials 11,888.0 $75K +10K +458.1% $6.33 +28.3%
3085 GLSI GREENWICH LIFESCIENCES INC Healthcare 3,192.0 $75K +3K +1306.2% $23.46 -34.7%
3086 LARK LANDMARK BANCORP INC Financial Services 2,432.0 $75K +2K +2151.8% $30.71 +5.0%
3087 LUCD LUCID DIAGNOSTICS INC Healthcare 69,793.0 $75K +68K +3321.2% $1.07 -10.2%
3088 ALLIED GOLD CORP 3,127.0 $74K +3K +10000.0% $23.75
3089 INGN INOGEN INC Healthcare 11,422.0 $74K +11K +2023.0% $6.45 -13.2%
3090 ESCA ESCALADE INC Consumer Cyclical 3,913.0 $73K +3K +502.0% $18.78 +10.1%
3091 LIFECORE BIOMEDICAL INC 13,946.0 $73K +12K +725.2% $5.25
3092 GENC GENCOR INDS INC Industrials 4,859.0 $72K +5K +1641.6% $14.92 +27.5%
3093 HFXI NEW YORK LIFE INVESTMENTS ET 1,900.0 $72K +709.0 +59.5% $38.09 -0.3%
3094 MNSB MAINSTREET BANCSHARES INC Financial Services 2,921.0 $72K +3K +1725.6% $24.69 +2.3%
3095 CPSH CPS TECHNOLOGIES CORP Technology 13,049.0 $72K +12K +943.9% $5.52 -30.8%
3096 ONL ORION PROPERTIES INC Real Estate 24,923.0 $72K +25K +10000.0% $2.89 -1.7%
3097 ITRN ITURAN LOCATION AND CONTROL Technology 1,177.0 $72K +865.0 +277.2% $61.01 -17.1%
3098 SNFCA SECURITY NATL FINL CORP Financial Services 7,399.0 $72K +7K +1899.7% $9.69 -8.6%
3099 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 7,811.0 $71K +7K +2157.5% $9.08 -3.9%
3100 LIFEZONE METALS LIMITED 18,266.0 $71K +18K +2808.6% $3.88
Page 155 of 166  ·  3,319 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.4%
Financial Services 12.4%
Consumer Cyclical 9.3%
Healthcare 8.1%
Communication Services 7.4%
Industrials 7.1%
Consumer Defensive 3.5%
Utilities 2.9%
Energy 2.6%
Basic Materials 2.4%