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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 20 of 166  ·  3,319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SLB CALL SLB LIMITED Energy 2,190,000.0 $101.8M 0.03% +1.3M +146.5% $46.49 +15.2%
382 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,994,258.0 $101.8M 0.03% +764K +34.3% $34.00 +3.8%
383 KEYS KEYSIGHT TECHNOLOGIES INC Technology 290,727.0 $101.8M 0.03% +36K +14.0% $350.07 -9.6%
384 ITW ILLINOIS TOOL WKS INC Industrials 371,114.0 $100.4M 0.03% +92K +33.0% $270.47 +4.5%
385 ITB ISHARES TR 953,975.0 $99.7M 0.03% +121K +14.5% $104.48 -7.4%
386 ABT PUT ABBOTT LABORATORIES Healthcare 1,090,800.0 $99.0M 0.03% +242K +28.5% $90.74 +25.9%
387 BKR BAKER HUGHES COMPANY Energy 1,778,058.0 $98.7M 0.03% +379K +27.1% $55.50 +13.1%
388 CRM PUT SALESFORCE INC Technology 629,700.0 $98.6M 0.03% +312K +98.0% $156.66 +31.1%
389 SRE SEMPRA Utilities 1,060,377.0 $98.3M 0.03% +176K +19.9% $92.71 -5.7%
390 LYG LLOYDS BANKING GROUP PLC Financial Services 16,746,452.0 $97.6M 0.03% +16.2M +3268.6% $5.83 +1.2%
391 CARR CARRIER GLOBAL CORPORATION Industrials 1,324,118.0 $97.1M 0.03% +534K +67.6% $73.35 -18.0%
392 T PUT AT&T INC Communication Services 4,676,500.0 $96.8M 0.03% +175K +3.9% $20.70 +21.6%
393 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 864,800.0 $96.3M 0.03% +484K +127.3% $111.31 +26.0%
394 BTI BRITISH AMERN TOB PLC Consumer Defensive 1,554,525.0 $96.0M 0.03% +1.5M +1452.2% $61.76 -8.2%
395 EBAY EBAY INC. Consumer Cyclical 858,102.0 $95.9M 0.03% +122K +16.6% $111.75 -6.4%
396 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 994,100.0 $95.4M 0.03% +8K +0.8% $95.98 +36.0%
397 MRSH MARSH & MCLENNAN COS INC Financial Services 570,878.0 $95.1M 0.03% +98K +20.7% $166.67 +14.1%
398 SMCI SUPER MICRO COMPUTER INC Technology 3,242,161.0 $95.1M 0.03% +1.0M +45.4% $29.33 +24.4%
399 EWZ ISHARES INC 2,742,147.0 $94.6M 0.03% +1.2M +79.7% $34.50 -1.0%
400 BAP CREDICORP LTD Financial Services 239,996.0 $93.5M 0.03% +5K +2.1% $389.58 -5.0%
Page 20 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%