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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 4 of 71  ·  1,403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 2,714,640.0 $144.2M 0.05% -2.7M -49.7% $53.11 +19.9%
62 LQD PUT ISHARES TR 1,320,000.0 $144.0M 0.05% -112K -7.8% $109.07 -3.0%
63 VTI VANGUARD INDEX FDS 387,389.0 $143.3M 0.05% -13K -3.3% $370.04 +2.4%
64 MCD PUT MCDONALDS CORP Consumer Cyclical 526,200.0 $142.2M 0.05% -475K -47.4% $270.31 -1.2%
65 MO ALTRIA GROUP INC Consumer Defensive 1,953,495.0 $140.6M 0.05% -386K -16.5% $71.95 -9.4%
66 XLI CALL SELECT SECTOR SPDR TR 755,000.0 $139.8M 0.05% -196K -20.6% $185.23 -0.9%
67 JCI JOHNSON CONTROLS INTERNATION Industrials 940,158.0 $137.4M 0.04% -37K -3.8% $146.11 +2.4%
68 CI THE CIGNA GROUP Healthcare 490,303.0 $135.2M 0.04% -14K -2.7% $275.68 +1.0%
69 SPG SIMON PPTY GROUP INC NEW Real Estate 593,025.0 $132.6M 0.04% -12K -2.0% $223.65 -1.4%
70 DAL DELTA AIR LINES INC Industrials 1,408,563.0 $131.9M 0.04% -401K -22.2% $93.66 -8.5%
71 SHOP SHOPIFY INC Technology 1,127,899.0 $129.0M 0.04% -209K -15.6% $114.37 +28.2%
72 DIS PUT DISNEY WALT CO Communication Services 1,277,100.0 $122.9M 0.04% -43K -3.3% $96.25 +8.0%
73 NOC NORTHROP GRUMMAN CORP Industrials 240,680.0 $122.6M 0.04% -77K -24.2% $509.31 +15.7%
74 XHB SPDR SERIES TRUST 1,039,419.0 $120.1M 0.04% -156K -13.0% $115.56 -8.3%
75 SLB SLB LIMITED Energy 2,546,867.0 $118.4M 0.04% -44K -1.7% $46.49 +14.5%
76 SOXX ISHARES TR 184,015.0 $117.9M 0.04% -159K -46.4% $640.76 -17.1%
77 GDXJ VANECK ETF TRUST 1,125,939.0 $110.6M 0.04% -1.1M -50.3% $98.25 +17.5%
78 GDX PUT VANECK ETF TRUST 1,460,000.0 $110.2M 0.04% -256K -14.9% $75.45 +17.9%
79 D DOMINION ENERGY INC Utilities 1,607,035.0 $109.7M 0.04% -1.1M -41.2% $68.29 +0.5%
80 VWO VANGUARD INTL EQUITY INDEX F 1,831,710.0 $109.3M 0.04% -164K -8.2% $59.69 -0.1%
Page 4 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%