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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 13 of 166  ·  3,319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ASTS PUT AST SPACEMOBILE INC Technology 1,850,000.0 $164.4M 0.05% +1.5M +413.9% $88.86 -26.8%
242 SUB ISHARES TR 1,531,445.0 $163.1M 0.05% +139K +10.0% $106.47 -0.1%
243 VLO VALERO ENERGY CORP Energy 625,822.0 $163.0M 0.05% +100K +19.0% $260.44 +31.1%
244 MAR MARRIOTT INTL INC NEW Consumer Cyclical 434,676.0 $161.1M 0.05% +139K +46.9% $370.59 -3.8%
245 DASH DOORDASH INC Communication Services 870,633.0 $160.7M 0.05% +313K +56.1% $184.53 +20.5%
246 XLY PUT SELECT SECTOR SPDR TR 1,367,600.0 $160.4M 0.05% +1.1M +441.4% $117.28 -0.5%
247 LIN PUT LINDE PLC Basic Materials 308,300.0 $160.0M 0.05% +76K +32.7% $518.94 -7.3%
248 BIIB BIOGEN INC Healthcare 734,517.0 $158.7M 0.05% +161K +28.0% $216.06 -0.8%
249 RTX PUT RTX CORPORATION Industrials 836,200.0 $158.7M 0.05% +207K +32.9% $189.73 +11.9%
250 PSA PUBLIC STORAGE Real Estate 492,893.0 $156.9M 0.05% +158K +47.3% $318.31 +1.4%
251 LMT LOCKHEED MARTIN CORP Industrials 307,165.0 $156.5M 0.05% +98K +47.0% $509.46 +12.2%
252 TROW PRICE T ROWE GROUP INC Financial Services 1,374,778.0 $156.3M 0.05% +955K +227.7% $113.69 -1.3%
253 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 410,179.0 $156.0M 0.05% +118K +40.6% $380.37 -30.0%
254 EA ELECTRONIC ARTS INC Communication Services 758,790.0 $155.6M 0.05% +273K +56.3% $205.04 +2.3%
255 URI UNITED RENTALS INC Industrials 135,751.0 $153.8M 0.05% +39K +40.4% $1132.89 -3.3%
256 ABNB AIRBNB INC Consumer Cyclical 1,072,379.0 $153.5M 0.05% +343K +47.1% $143.10 +29.3%
257 MSI MOTOROLA SOLUTIONS INC Technology 366,445.0 $152.2M 0.05% +111K +43.6% $415.29 +14.0%
258 WMB WILLIAMS COS INC Energy 2,042,218.0 $151.8M 0.05% +427K +26.5% $74.34 -3.6%
259 MRNA MODERNA INC Healthcare 2,165,414.0 $151.6M 0.05% +229K +11.8% $70.03 +90.4%
260 KRE CALL SPDR SERIES TRUST 2,024,500.0 $151.5M 0.05% +432K +27.1% $74.85 -0.2%
Page 13 of 166  ·  3,319 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%