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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 68 of 284  ·  5,678 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 AESI ATLAS ENERGY SOLUTIONS INC Energy 897,425.0 $14.9M 0.01% +874K +3786.5% $16.61 -27.4%
1342 RACE PUT FERRARI N V Consumer Cyclical 40,000.0 $14.9M 0.01% -18K -31.0% $372.29 +10.9%
1343 LOW CALL LOWES COS INC Consumer Cyclical 67,500.0 $14.9M 0.01% +16K +31.3% $220.49 -4.6%
1344 PK PARK HOTELS & RESORTS INC Real Estate 1,040,680.0 $14.8M 0.01% -646K -38.3% $14.25 +11.8%
1345 ZYNGA INC 13,188,000.0 $14.8M 0.01% +145K +1.1% $1.12
1346 RBRK RUBRIK INC. Technology 184,429.0 $14.8M 0.01% +137K +288.9% $80.28 +19.8%
1347 DKNG DRAFTKINGS INC NEW Consumer Cyclical 585,858.0 $14.8M 0.01% -608K -50.9% $25.26 -1.9%
1348 OWL BLUE OWL CAPITAL INC Financial Services 1,685,099.0 $14.7M 0.01% +1.1M +172.6% $8.75 +34.8%
1349 BCE BCE INC Communication Services 682,754.0 $14.7M 0.01% +208K +44.0% $21.53 +9.0%
1350 MPC PUT MARATHON PETE CORP Energy 57,500.0 $14.7M 0.01% -401K -87.5% $255.67 +41.7%
1351 VSH VISHAY INTERTECHNOLOGY INC Technology 273,184.0 $14.7M 0.01% +128K +87.6% $53.78 -43.0%
1352 RGLD ROYAL GOLD INC Basic Materials 73,514.0 $14.7M 0.01% +19K +34.0% $199.61 +33.3%
1353 ALK ALASKA AIR GROUP INC Industrials 280,283.0 $14.6M 0.01% +154K +122.4% $52.20 -17.6%
1354 ALPHABET INC 290,397.0 $14.6M 0.01% NEW $50.30
1355 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 196,000.0 $14.6M 0.01% NEW $74.48 +6.6%
1356 CVCO CAVCO INDS INC DEL Consumer Cyclical 23,690.0 $14.6M 0.01% +15K +161.5% $614.38 -6.0%
1357 COIN PUT COINBASE GLOBAL INC Financial Services 99,300.0 $14.5M 0.01% -48K -32.5% $146.19 +24.3%
1358 HDB HDFC BANK LTD Financial Services 559,958.0 $14.5M 0.01% +97K +21.0% $25.83 -10.3%
1359 OXY PUT OCCIDENTAL PETE CORP Energy 297,000.0 $14.4M 0.01% -14K -4.4% $48.57 +20.7%
1360 EXLS EXLSERVICE HLDGS INC Technology 557,648.0 $14.4M 0.01% +354K +173.6% $25.86 +45.1%
Page 68 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%