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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 60 of 284  ·  5,678 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CORZ CALL CORE SCIENTIFIC INC NEW Technology 764,000.0 $19.6M 0.01% -3.8M -83.3% $25.59 -29.5%
1182 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 370,000.0 $19.5M 0.01% +210K +131.2% $52.65 +18.8%
1183 ONTO ONTO INNOVATION INC Technology 51,422.0 $19.5M 0.01% +19K +59.9% $378.45 -22.9%
1184 EOG PUT EOG RES INC Energy 150,000.0 $19.5M 0.01% -575K -79.3% $129.73 +13.2%
1185 AMH AMERICAN HOMES 4 RENT Real Estate 580,103.0 $19.4M 0.01% +74K +14.6% $33.52 +3.1%
1186 BHP CALL BHP BILLITON LIMITED Basic Materials 232,700.0 $19.4M 0.01% -152K -39.6% $83.31 +18.5%
1187 LNG CALL CHENIERE ENERGY INC Energy 81,000.0 $19.4M 0.01% -26K -24.3% $239.01 +16.6%
1188 GLPI GAMING & LEISURE P Real Estate 434,161.0 $19.3M 0.01% +132K +43.6% $44.53 -3.4%
1189 MIRM MIRUM PHARMACEUTICALS INC Healthcare 165,136.0 $19.3M 0.01% +19K +13.1% $117.07 -16.2%
1190 OC OWENS CORNING NEW Industrials 121,351.0 $19.3M 0.01% +22K +22.7% $158.96 -7.8%
1191 OKTA OKTA INC Technology 140,675.0 $19.2M 0.01% -258K -64.7% $136.45 -4.3%
1192 ANNALY CAPITAL MANAGEMENT IN 856,901.0 $19.2M 0.01% +33K +4.0% $22.36
1193 PTON PELOTON INTERACTIVE INC Consumer Cyclical 3,236,446.0 $19.1M 0.01% +2.4M +304.4% $5.91 -9.0%
1194 HCA CALL HCA HEALTHCARE INC Healthcare 48,900.0 $19.1M 0.01% +39K +384.2% $389.89 +10.0%
1195 XLU PUT SELECT SECTOR SPDR TR 420,000.0 $19.0M 0.01% -2.1M -83.2% $45.34 -4.5%
1196 SMRT SMARTRENT INC Technology 15,964,954.0 $19.0M 0.01% +295K +1.9% $1.19 +21.0%
1197 RIOT CALL RIOT PLATFORMS INC Financial Services 693,700.0 $19.0M 0.01% +643K +1268.2% $27.38 -22.2%
1198 RBC RBC BEARINGS INC Industrials 29,363.0 $18.9M 0.01% +2K +6.5% $644.06 -23.0%
1199 ON CALL ON SEMICONDUCTOR CORP Technology 200,000.0 $18.9M 0.01% +183K +1076.5% $94.54 -23.3%
1200 SNX TD SYNNEX CORPORATION Technology 70,540.0 $18.9M 0.01% -63K -47.4% $267.34 -6.0%
Page 60 of 284  ·  5,678 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 43.1%
Financial Services 12.5%
Consumer Cyclical 9.4%
Healthcare 8.2%
Industrials 7.2%
Communication Services 6.1%
Consumer Defensive 3.6%
Utilities 2.9%
Energy 2.6%
Basic Materials 2.5%