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Portfolio (Quarterly) Guide ↗

CITIGROUP INC

· CIK 0000831001
13F Portfolio $224.3B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6054 New
Page 79 of 303  ·  6,054 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CRWD CALL CROWDSTRIKE HLDGS INC Technology 18,500.0 $9.1M 0.00% NEW $490.38 +32.2%
1562 DTM DT MIDSTREAM INC Energy 80,213.0 $9.1M 0.00% NEW $113.06 +32.0%
1563 EFG ISHARES TR 79,570.0 $9.1M 0.00% NEW $113.88 +6.6%
1564 WLK WESTLAKE CORPORATION Basic Materials 117,151.0 $9.0M 0.00% NEW $77.06 +14.8%
1565 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 39,718.0 $9.0M 0.00% NEW $227.00 +55.2%
1566 DGRO ISHARES TR 132,423.0 $9.0M 0.00% NEW $68.08 +8.9%
1567 AIQ GLOBAL X FDS 181,881.0 $9.0M 0.00% NEW $49.39 +26.8%
1568 NNN NNN REIT INC Real Estate 210,669.0 $9.0M 0.00% NEW $42.57 +5.7%
1569 MERUS N V 95,222.0 $9.0M 0.00% NEW $94.15
1570 RPRX ROYALTY PHARMA PLC Healthcare 253,454.0 $8.9M 0.00% NEW $35.28 +50.4%
1571 F CALL FORD MTR CO Consumer Cyclical 747,000.0 $8.9M 0.00% NEW $11.96 +14.3%
1572 CEG PUT CONSTELLATION ENERGY CORP Utilities 27,000.0 $8.9M 0.00% NEW $329.07 -13.1%
1573 FBP FIRST BANCORP P R Financial Services 402,890.0 $8.9M 0.00% NEW $22.05 +9.6%
1574 SU PUT SUNCOR ENERGY INC NEW Energy 212,100.0 $8.9M 0.00% NEW $41.86 +62.1%
1575 OWL BLUE OWL CAPITAL INC Financial Services 523,873.0 $8.9M 0.00% NEW $16.93 -39.8%
1576 EAT PUT BRINKER INTL INC Consumer Cyclical 70,000.0 $8.9M 0.00% NEW $126.68 +7.8%
1577 EPP ISHARES INC 171,954.0 $8.9M 0.00% NEW $51.56 +7.4%
1578 CDP COPT DEFENSE PROPERTIES Real Estate 304,733.0 $8.9M 0.00% NEW $29.06 +11.2%
1579 HLN HALEON PLC Healthcare 986,450.0 $8.8M 0.00% NEW $8.97 +3.9%
1580 CART PUT MAPLEBEAR INC Consumer Cyclical 240,000.0 $8.8M 0.00% NEW $36.76 +9.1%
Page 79 of 303  ·  6,054 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 33.1%
Financial Services 18.1%
Consumer Cyclical 12.2%
Communication Services 8.0%
Industrials 7.5%
Healthcare 7.1%
Consumer Defensive 4.0%
Energy 2.9%
Utilities 2.8%
Basic Materials 2.5%