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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 71  ·  1,403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PBF PBF ENERGY INC Energy 500,827.0 $22.8M 0.01% -206K -29.2% $45.52 +60.3%
242 OHI OMEGA HEALTHCARE INVS INC Real Estate 474,285.0 $22.6M 0.01% -82K -14.7% $47.68 -1.3%
243 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 370,173.0 $22.5M 0.01% -59K -13.8% $60.67 +28.3%
244 NOW PUT SERVICENOW INC Technology 226,000.0 $22.4M 0.01% -247K -52.2% $99.28 +30.8%
245 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 85,010.0 $22.4M 0.01% -38K -30.8% $263.26 +36.2%
246 CLH CLEAN HARBORS INC Industrials 74,436.0 $22.2M 0.01% -3K -3.6% $298.75 +9.7%
247 FLAGSTAR BANK NATIONAL ASSOC 1,487,444.0 $22.2M 0.01% -201K -11.9% $14.94
248 XBI PUT SPDR SERIES TRUST 140,000.0 $22.2M 0.01% -211K -60.1% $158.25 +4.4%
249 FVD FIRST TR EXCHANGE-TRADED FD 455,784.0 $22.0M 0.01% -5K -1.1% $48.18 +5.9%
250 HD CALL HOME DEPOT INC Consumer Cyclical 62,100.0 $21.9M 0.01% -30K -32.8% $352.68 -4.0%
251 CORZ CORE SCIENTIFIC INC NEW Technology 851,001.0 $21.8M 0.01% -1.5M -63.9% $25.59 -27.7%
252 DLTR CALL DOLLAR TREE INC Consumer Defensive 180,000.0 $21.8M 0.01% -79K -30.5% $120.95 +8.1%
253 IOO ISHARES TR 158,522.0 $21.7M 0.01% -4K -2.3% $136.60 +5.4%
254 TGTX TG THERAPEUTICS INC Healthcare 388,087.0 $21.3M 0.01% -95K -19.7% $54.94 -6.7%
255 TER CALL TERADYNE INC Technology 43,900.0 $21.2M 0.01% -379K -89.6% $483.84 -20.9%
256 ONON ON HLDG AG Consumer Cyclical 597,610.0 $21.2M 0.01% -404K -40.3% $35.42 -14.5%
257 LUMENTUM HLDGS INC 2,459,000.0 $21.1M 0.01% -93K -3.6% $8.60
258 UAL PUT UNITED AIRLS HLDGS INC Industrials 154,900.0 $21.1M 0.01% -202K -56.6% $135.99 -16.7%
259 F PUT FORD MTR CO Consumer Cyclical 1,515,000.0 $21.1M 0.01% -755K -33.3% $13.90 +0.8%
260 MRNA CALL MODERNA INC Healthcare 300,000.0 $21.0M 0.01% -422K -58.5% $70.03 +102.5%
Page 13 of 71  ·  1,403 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%