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Portfolio (Quarterly) Guide ↗

Citadel Advisors LLC

· CIK 0001423053
13F Portfolio $618.5B AUM 15,589 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 2452 New 5072 Added 5227 Reduced 2103 Exited
Page 528 of 643  ·  12,857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
10541 INVESCO ACTIVELY MANAGED EXC 5,662.0 $290K +545.0 +10.7% $51.26
10542 HVT CALL HAVERTY FURNITURE COS INC Consumer Cyclical 13,700.0 $290K -6K -30.5% $21.18 +20.1%
10543 PWB CALL INVESCO EXCHANGE TRADED FD T 2,300.0 $290K -2K -42.5% $125.93 +28.2%
10544 TDC CALL TERADATA CORP DEL Technology 11,300.0 $290K +4K +48.7% $25.63 +23.6%
10545 IJS ISHARES TR 2,445.0 $290K $118.45 +13.2%
10546 SABR CALL SABRE CORP Consumer Cyclical 199,700.0 $290K -87K -30.2% $1.45 +29.7%
10547 WLY PUT WILEY JOHN & SONS INC Communication Services 7,600.0 $290K -4K -31.5% $38.10 +15.3%
10548 IEZ PUT ISHARES TR 10,000.0 $290K -3K -25.4% $28.95 -7.6%
10549 CEPU CALL CENTRAL PUERTO S A Utilities 17,200.0 $289K NEW $16.83 -16.2%
10550 TFSL CALL TFS FINL CORP Financial Services 20,600.0 $289K NEW $14.05 +21.3%
10551 CAPL CROSSAMERICA PARTNERS LP Energy 13,924.0 $289K -10K -40.8% $20.78 +4.8%
10552 BNDP VANGUARD QUANTITATIVE FDS 3,888.0 $289K NEW $74.40 -0.0%
10553 ULCC PUT FRONTIER GROUP HLDGS INC Industrials 81,900.0 $289K -46K -35.7% $3.53 +110.5%
10554 NWFL NORWOOD FINANCIAL CORP Financial Services 9,823.0 $289K -11K -53.9% $29.42 +5.4%
10555 SHOC EA SERIES TRUST 4,010.0 $289K NEW $72.02 +59.4%
10556 TPCS TECHPRECISION CORP Industrials 95,907.0 $289K +77K +402.8% $3.01 +27.9%
10557 HOOW PUT ROUNDHILL ETF TRUST 12,900.0 $289K -16K -55.5% $22.37 +24.9%
10558 NFE CALL NEW FORTRESS ENERGY INC Utilities 489,100.0 $289K -416K -46.0% $0.59 -37.4%
10559 IBMO ISHARES TR 11,258.0 $289K NEW $25.63 +0.1%
10560 SYZ LAZARD ACTIVE ETF TR 11,038.0 $288K -806.0 -6.8% $26.10 +15.8%
Page 528 of 643  ·  12,857 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 21.4%
Financial Services 15.1%
Healthcare 14.0%
Industrials 12.7%
Consumer Cyclical 10.8%
Communication Services 5.9%
Consumer Defensive 5.0%
Energy 4.8%
Real Estate 3.9%
Basic Materials 3.3%