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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 17 of 71  ·  1,403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SQQQ PROSHARES TR 423,755.0 $15.4M 0.01% -42K -9.1% $36.31 +8.4%
322 LUV PUT SOUTHWEST AIRLS CO Industrials 295,000.0 $15.2M 0.01% -78K -20.9% $51.42 -22.4%
323 FEZ SPDR INDEX SHS FDS 219,947.0 $15.1M 0.01% -345K -61.1% $68.68 +3.8%
324 MOAT VANECK ETF TRUST 145,158.0 $15.1M 0.01% -38K -20.9% $103.96 +9.0%
325 RACE PUT FERRARI N V Consumer Cyclical 40,000.0 $14.9M 0.01% -18K -31.0% $372.29 +15.1%
326 PK PARK HOTELS & RESORTS INC Real Estate 1,040,680.0 $14.8M 0.01% -646K -38.3% $14.25 +11.0%
327 DKNG DRAFTKINGS INC NEW Consumer Cyclical 585,858.0 $14.8M 0.01% -608K -50.9% $25.26 -0.9%
328 MPC PUT MARATHON PETE CORP Energy 57,500.0 $14.7M 0.01% -401K -87.5% $255.67 +40.1%
329 COIN PUT COINBASE GLOBAL INC Financial Services 99,300.0 $14.5M 0.01% -48K -32.5% $146.19 +17.9%
330 OXY PUT OCCIDENTAL PETE CORP Energy 297,000.0 $14.4M 0.01% -14K -4.4% $48.57 +26.7%
331 UBER CALL UBER TECHNOLOGIES INC Technology 198,800.0 $14.3M 0.01% -29K -12.7% $72.16 +8.9%
332 BAX BAXTER INTL INC Healthcare 667,731.0 $14.2M 0.01% -386K -36.6% $21.32 +23.9%
333 IYR ISHARES TR 137,953.0 $14.1M 0.01% -1.8M -93.0% $102.25 +2.5%
334 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 120,845.0 $13.8M 0.01% -74K -37.9% $114.41 -16.4%
335 BHP PUT BHP BILLITON LIMITED Basic Materials 165,700.0 $13.8M 0.01% -149K -47.4% $83.31 +12.4%
336 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 321,700.0 $13.6M 0.00% -216K -40.2% $42.34 +16.2%
337 OSK OSHKOSH CORP Industrials 88,023.0 $13.5M 0.00% -28K -24.2% $153.48 -0.5%
338 COHU COHU INC Technology 182,722.0 $13.5M 0.00% -264K -59.1% $73.91 -26.8%
339 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,753,677.0 $13.5M 0.00% -2.2M -55.7% $7.68 -21.7%
340 LIFE360 INC 242,917.0 $13.4M 0.00% -200K -45.2% $55.36
Page 17 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%