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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 10 of 37  ·  739 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IALT BLACKROCK ETF TRUST 124,896.0 $3.5M 0.00% NEW $28.05 +3.1%
182 AUR PUT AURORA INNOVATION INC Technology 501,200.0 $3.4M 0.00% NEW $6.82 -11.5%
183 PIPR PIPER SANDLER COMPANIES Financial Services 46,351.0 $3.4M 0.00% NEW $72.34 +0.5%
184 WHR PUT WHIRLPOOL CORP Consumer Cyclical 85,000.0 $3.4M 0.00% NEW $39.42 +2.6%
185 REPL PUT REPLIMUNE GROUP INC Healthcare 300,000.0 $3.3M 0.00% NEW $11.07 +29.8%
186 SUPER MICRO COMPUTER INC 3,370,000.0 $3.3M 0.00% NEW $0.98
187 PTON PUT PELOTON INTERACTIVE INC Consumer Cyclical 550,000.0 $3.3M 0.00% NEW $5.91 -7.2%
188 LQDA PUT LIQUIDIA CORPORATION Healthcare 40,000.0 $3.2M 0.00% NEW $79.73 -10.8%
189 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 38,700.0 $3.2M 0.00% NEW $81.51 +7.1%
190 THEMES ETF TR 201,300.0 $3.1M 0.00% NEW $15.32
191 INTEGER HLDGS CORP 3,156,000.0 $3.0M 0.00% NEW $0.97
192 TGT PUT TARGET CORP Consumer Defensive 23,000.0 $3.0M 0.00% NEW $130.61 +22.0%
193 THRO BLACKROCK ETF TRUST 69,617.0 $3.0M 0.00% NEW $43.11 +0.9%
194 IDYA CALL IDEAYA BIOSCIENCES INC Healthcare 80,100.0 $3.0M 0.00% NEW $37.27 +4.8%
195 AFL CALL AFLAC INC Financial Services 25,000.0 $2.9M 0.00% NEW $117.25 -0.6%
196 LNC CALL LINCOLN NATL CORP IND Financial Services 80,000.0 $2.8M 0.00% NEW $35.35 +19.1%
197 CRSP CALL CRISPR THERAPEUTICS AG Healthcare 51,000.0 $2.8M 0.00% NEW $54.54 +7.6%
198 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 51,000.0 $2.8M 0.00% NEW $54.54 +7.6%
199 BLACKROCK ETF TRUST 86,516.0 $2.7M 0.00% NEW $31.78
200 FIG CALL FIGMA INC Technology 150,000.0 $2.7M 0.00% NEW $18.09 +51.4%
Page 10 of 37  ·  739 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%