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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 16 of 166  ·  3,319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NUE NUCOR CORP Basic Materials 578,769.0 $128.9M 0.04% +271K +88.1% $222.75 +8.0%
302 VST VISTRA CORP Utilities 810,861.0 $128.6M 0.04% +400K +97.5% $158.63 -12.4%
303 VEA VANGUARD TAX-MANAGED FDS 1,804,841.0 $128.6M 0.04% +99K +5.8% $71.25 +2.2%
304 O REALTY INCOME CORP Real Estate 2,064,549.0 $127.9M 0.04% +287K +16.1% $61.96 +2.0%
305 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 436,153.0 $127.9M 0.04% +191K +78.2% $293.18 +2.4%
306 YUM YUM BRANDS INC Consumer Cyclical 797,993.0 $127.6M 0.04% +526K +193.4% $159.86 -4.7%
307 ROK ROCKWELL AUTOMATION INC Industrials 255,527.0 $126.5M 0.04% +91K +55.6% $495.08 -12.9%
308 BK BANK OF NY MELLON CORP Financial Services 873,692.0 $126.3M 0.04% +290K +49.6% $144.61 -1.9%
309 DLR DIGITAL RLTY TR INC Real Estate 702,524.0 $126.2M 0.04% +158K +29.1% $179.58 +8.2%
310 GRAB GRAB HOLDINGS LIMITED Technology 33,409,029.0 $126.0M 0.04% +7.4M +28.4% $3.77 -6.9%
311 ITT ITT INC Industrials 636,136.0 $125.8M 0.04% +562K +757.8% $197.76 +5.3%
312 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 178,846.0 $125.8M 0.04% +146K +448.5% $703.34 -1.0%
313 W CALL WAYFAIR INC Consumer Cyclical 1,350,000.0 $124.8M 0.04% +175K +14.9% $92.42 +11.8%
314 BAC CALL BANK OF AMER CORP Financial Services 2,185,200.0 $124.5M 0.04% +442K +25.4% $56.98 +8.6%
315 WM WASTE MGMT INC DEL Industrials 556,970.0 $124.1M 0.04% +116K +26.2% $222.88 +0.9%
316 SATS ECHOSTAR CORP Technology 1,222,878.0 $124.1M 0.04% +580K +90.2% $101.50 -14.3%
317 TPR TAPESTRY INC Consumer Cyclical 841,928.0 $123.2M 0.04% +622K +283.0% $146.38 -11.3%
318 AMGN PUT AMGEN INC Healthcare 339,100.0 $122.8M 0.04% +54K +19.0% $362.12 +19.8%
319 CTVA CORTEVA INC Basic Materials 1,448,712.0 $122.7M 0.04% +526K +56.9% $84.69 -6.2%
320 PEP PUT PEPSICO INC Consumer Defensive 903,700.0 $122.4M 0.04% +24K +2.7% $135.40 +4.9%
Page 16 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%