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Portfolio (Quarterly) Guide ↗

CITIZENS FINANCIAL GROUP INC/RI

· CIK 0000759944
13F Portfolio $7.2B AUM 1,041 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New 279 Added 322 Reduced 93 Exited
Page 3 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGI S&P GLOBAL INC Financial Services 25,850.0 $11.0M 0.15% +1K +5.6% $425.33 -2.0%
42 SNOW SNOWFLAKE INC Technology 69,716.0 $10.5M 0.15% +2K +2.6% $150.82 +10.7%
43 SCHW SCHWAB CHARLES CORP NEW Financial Services 108,408.0 $10.2M 0.14% +2K +1.4% $93.98 -4.1%
44 NEM NEWMONT MINING CORP Basic Materials 93,566.0 $10.1M 0.14% +71K +312.9% $108.25 +0.1%
45 LRCX LAM RESEARCH CORP Technology 46,500.0 $9.9M 0.14% +30K +179.3% $213.94 +41.3%
46 CEG CONSTELLATION ENERGY CORP Utilities 35,134.0 $9.8M 0.14% +17K +98.1% $279.25 +2.4%
47 NOW SERVICENOW INC Technology 91,810.0 $9.6M 0.13% +19K +25.8% $104.55 -4.6%
48 JMST J P MORGAN EXCHANGE TRADED 175,659.0 $9.0M 0.12% +2K +1.3% $50.98 -0.2%
49 HII HUNTINGTON INGALLS INDS INC Industrials 21,446.0 $8.1M 0.11% +13K +167.3% $379.90 -16.4%
50 HFSI HARTFORD FDS EXCHANGE TRADED 216,447.0 $7.5M 0.10% +101K +87.9% $34.87 +0.6%
51 ORLY O REILLY AUTOMOTIVE INC NEW Consumer Cyclical 81,457.0 $7.5M 0.10% +65K +397.9% $92.31 +0.0%
52 J JACOBS SOLUTIONS INC Industrials 58,983.0 $7.5M 0.10% +2K +3.5% $127.28 -10.4%
53 PANW PALO ALTO NETWORKS INC Technology 43,252.0 $6.9M 0.10% +1K +2.4% $160.32 +57.8%
54 JEPQ J P MORGAN EXCHANGE TRADED F 119,047.0 $6.6M 0.09% +59K +99.4% $55.52 +8.3%
55 MDT MEDTRONIC PLC Healthcare 75,424.0 $6.5M 0.09% +2K +2.8% $86.65 -9.8%
56 GE GENERAL ELECTRIC CO Industrials 21,780.0 $6.2M 0.09% +2K +11.1% $283.76 +6.3%
57 SHY ISHARES TR 74,581.0 $6.2M 0.09% +6K +9.2% $82.57 -0.5%
58 FDVV FIDELITY COVINGTON TRUST 111,225.0 $6.1M 0.09% +3K +2.6% $55.24 +8.9%
59 GEV GE VERNOVA INC Utilities 6,575.0 $5.7M 0.08% +95.0 +1.5% $872.89 +19.6%
60 AMD ADVANCED MICRO DEVICES INC Technology 27,519.0 $5.6M 0.08% +150.0 +0.6% $203.43 +121.0%
Page 3 of 14  ·  279 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 29.2%
Financial Services 21.6%
Communication Services 10.9%
Industrials 9.4%
Healthcare 9.2%
Consumer Cyclical 7.6%
Consumer Defensive 6.0%
Energy 3.4%
Utilities 1.5%
Basic Materials 1.3%