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Portfolio (Quarterly) Guide ↗

CITIGROUP INC

· CIK 0000831001
13F Portfolio $226.6B AUM 12,467 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 642 New 2416 Added 2436 Reduced 673 Exited
Page 295 of 302  ·  6,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5881 KSCP KNIGHTSCOPE INC Industrials 1.0 $4.0 NEW $4.00 -29.4%
5882 NAII NATURAL ALTERNATIVES INTL IN Consumer Defensive 1.0 $4.0 -22.0 -95.7% $4.00 -32.5%
5883 OCC OPTICAL CABLE CORP Technology 1.0 $4.0 NEW $4.00 +158.8%
5884 ALLBIRDS INC 1.0 $4.0 NEW $4.00
5885 ETF OPPORTUNITIES TRUST 1.0 $4.0 NEW $4.00
5886 INSPIRATO INCORPORATED 1.0 $4.0 -1.0 -50.0% $4.00
5887 INTEGRA RES CORP 1.0 $4.0 $4.00
5888 KORE GROUP HLDGS INC 1.0 $4.0 $4.00
5889 LIFETIME BRANDS INC 1.0 $4.0 -1K -99.9% $4.00
5890 LIXTE BIOTECHNOLOGY HLDGS IN 1.0 $4.0 -36.0 -97.3% $4.00
5891 SINTX TECHNOLOGIES INC 1.0 $4.0 NEW $4.00
5892 CHINA NATURAL RESOURCES INC 1.0 $4.0 NEW $4.00
5893 ALTERITY THERAPEUTICS LTD 1.0 $3.0 -635.0 -99.8% $3.00
5894 AYTU BIOPHARMA INC 1.0 $3.0 $3.00
5895 CIA ENERGETICA DE MINAS GERA 1.0 $3.0 $3.00
5896 CREATIVE REALITIES INC 1.0 $3.0 NEW $3.00
5897 FUNCTIONAL BRANDS INC 15.0 $3.0 NEW $0.20
5898 IQSTEL INC 1.0 $3.0 $3.00
5899 JERASH HLDGS US INC 1.0 $3.0 NEW $3.00
5900 NEXTTRIP INC 1.0 $3.0 NEW $3.00
Page 295 of 302  ·  6,022 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 35.3%
Financial Services 17.9%
Consumer Cyclical 10.6%
Communication Services 8.4%
Healthcare 7.4%
Industrials 7.0%
Consumer Defensive 3.7%
Utilities 2.7%
Basic Materials 2.4%
Energy 2.4%