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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 63 of 166  ·  3,319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 GCOW PACER FDS TR 158,325.0 $6.9M 0.00% +16K +10.9% $43.30 +10.6%
1242 DX DYNEX CAP INC Real Estate 521,902.0 $6.8M 0.00% +113K +27.8% $13.11 -1.1%
1243 AYI ACUITY INC Industrials 18,159.0 $6.8M 0.00% +6K +48.2% $376.66 -10.0%
1244 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 143,895.0 $6.8M 0.00% +92K +175.6% $47.27 +9.6%
1245 CNO CNO FINL GROUP INC Financial Services 132,988.0 $6.8M 0.00% +82K +160.6% $50.98 +5.8%
1246 GUARDANT HEALTH INC 2,696,000.0 $6.8M 0.00% +738K +37.7% $2.51
1247 UMH UMH PPTYS INC Real Estate 447,176.0 $6.8M 0.00% +75K +20.1% $15.14 +9.1%
1248 DRS LEONARDO DRS INC Industrials 157,636.0 $6.7M 0.00% +18K +12.7% $42.67 -9.2%
1249 PNC CALL PNC FINL SVCS GROUP INC Financial Services 27,200.0 $6.7M 0.00% +20K +277.8% $246.22 -1.2%
1250 SIRI SIRIUSXM HOLDINGS INC Communication Services 226,636.0 $6.7M 0.00% +57K +33.5% $29.54 -3.0%
1251 SBET SHARPLINK INC Financial Services 1,394,505.0 $6.7M 0.00% +499K +55.7% $4.80 +77.7%
1252 ANAB ANAPTYSBIO INC Healthcare 99,114.0 $6.7M 0.00% +26K +34.9% $67.50 -14.4%
1253 ABCB AMERIS BANCORP Financial Services 73,886.0 $6.7M 0.00% +9K +14.1% $90.26 -5.2%
1254 FFIN FIRST FINL BANKSHARES INC Financial Services 191,857.0 $6.6M 0.00% +18K +10.1% $34.60 -2.7%
1255 SLGN SILGAN HLDGS INC Consumer Cyclical 142,764.0 $6.6M 0.00% +124K +651.9% $46.39 -8.6%
1256 SIGI SELECTIVE INS GROUP INC Financial Services 68,268.0 $6.6M 0.00% +31K +81.2% $97.01 -5.1%
1257 BEKE KE HLDGS INC Real Estate 454,177.0 $6.6M 0.00% +92K +25.3% $14.53 +22.1%
1258 SFNC SIMMONS FIRST NATL CORP Financial Services 291,209.0 $6.6M 0.00% +149K +105.2% $22.65 +0.7%
1259 AX AXOS FINANCIAL INC Financial Services 67,670.0 $6.6M 0.00% +3K +4.9% $97.39 +0.2%
1260 RGTI RIGETTI COMPUTING INC Technology 340,055.0 $6.6M 0.00% +264K +347.6% $19.32 -12.0%
Page 63 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 43.1%
Financial Services 12.5%
Consumer Cyclical 9.4%
Healthcare 8.2%
Industrials 7.2%
Communication Services 6.1%
Consumer Defensive 3.6%
Utilities 2.9%
Energy 2.6%
Basic Materials 2.5%