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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 122 of 284  ·  5,678 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 FIG PUT FIGMA INC Technology 200,000.0 $3.6M 0.00% NEW $18.09 +59.3%
2422 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 45,476.0 $3.6M 0.00% +9K +25.6% $79.54 +40.9%
2423 PDFS PDF SOLUTIONS INC Technology 51,061.0 $3.6M 0.00% +41K +413.8% $70.79 -36.7%
2424 CSTM CONSTELLIUM SE Basic Materials 113,360.0 $3.6M 0.00% +53K +86.8% $31.87 -15.3%
2425 AEHR AEHR TEST SYS Technology 37,518.0 $3.6M 0.00% +37K +4197.6% $96.06 -15.9%
2426 BLACKROCK ETF TRUST 98,433.0 $3.6M 0.00% NEW $36.60
2427 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 360,189.0 $3.6M 0.00% +302K +518.1% $10.00 -1.8%
2428 CX CALL CEMEX SA EURO MTN BE 144A Basic Materials 300,000.0 $3.6M 0.00% NEW $12.00 -9.4%
2429 MERIT MED SYS INC 3,341,000.0 $3.6M 0.00% NEW $1.07
2430 EXTR EXTREME NETWORKS INC Technology 110,801.0 $3.6M 0.00% +64K +137.1% $32.37 -30.2%
2431 VVX V2X INC Industrials 48,017.0 $3.6M 0.00% +30K +171.1% $74.56 +4.2%
2432 FTGC FIRST TR EXCHANGE TRAD FD VI 131,919.0 $3.6M 0.00% +17K +15.0% $27.05 +13.4%
2433 TS TENARIS S A Energy 64,250.0 $3.6M 0.00% +16K +33.8% $55.49 -2.7%
2434 PRU CALL PRUDENTIAL FINL INC Financial Services 33,000.0 $3.6M 0.00% -4K -12.0% $107.93 +11.0%
2435 SHV ISHARES TR 32,249.0 $3.6M 0.00% +1K +3.4% $110.35 +0.0%
2436 TH TARGET HOSPITALITY CORP Industrials 174,747.0 $3.6M 0.00% +134K +328.0% $20.36 -8.9%
2437 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 102,803.0 $3.5M 0.00% +47K +83.5% $34.53 +25.9%
2438 TRANSMEDICS GROUP INC 3,281,000.0 $3.5M 0.00% +1.0M +45.8% $1.08
2439 HCSG HEALTHCARE SVCS GROUP INC Healthcare 144,438.0 $3.5M 0.00% +110K +320.5% $24.56 -8.6%
2440 CENX CENTURY ALUM CO Basic Materials 77,032.0 $3.5M 0.00% +51K +192.0% $46.01 +1.3%
Page 122 of 284  ·  5,678 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%