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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 45 of 284  ·  5,678 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 WOLF WOLFSPEED INC Technology 734,962.0 $35.5M 0.01% -1.5M -67.5% $48.25 -46.6%
882 ERIE ERIE INDTY CO Financial Services 147,885.0 $35.5M 0.01% +87K +142.2% $239.75 +10.5%
883 AIZ ASSURANT INC Financial Services 132,025.0 $35.5M 0.01% +106K +413.7% $268.53 +5.8%
884 TPL TEXAS PACIFIC LAND CORPORATI Energy 80,991.0 $35.4M 0.01% +38K +89.3% $437.64 -12.3%
885 MGA MAGNA INTL INC Consumer Cyclical 538,958.0 $35.4M 0.01% -130K -19.4% $65.73 +11.1%
886 GIS GENERAL MILLS INC Consumer Defensive 1,017,558.0 $35.4M 0.01% +115K +12.7% $34.80 +14.9%
887 TSN TYSON FOODS INC Consumer Defensive 618,044.0 $35.4M 0.01% +272K +78.5% $57.25 +2.1%
888 BLDR BUILDERS FIRSTSOURCE INC Industrials 395,219.0 $35.4M 0.01% +36K +10.0% $89.48 -21.5%
889 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 135,243.0 $35.3M 0.01% +18K +15.0% $261.37 +30.8%
890 MRVL PUT MARVELL TECHNOLOGY INC Technology 118,200.0 $35.2M 0.01% -58K -33.0% $297.89 -20.4%
891 LYFT LYFT INC Technology 2,390,728.0 $34.9M 0.01% -1.5M -39.0% $14.61 +19.6%
892 LRCX PUT LAM RESEARCH CORP Technology 80,500.0 $34.9M 0.01% -486K -85.8% $433.33 -27.5%
893 ACLS AXCELIS TECHNOLOGIES INC Technology 184,124.0 $34.9M 0.01% +74K +66.7% $189.45 -32.9%
894 NSA NATIONAL STORAGE AFFILIATES Real Estate 784,060.0 $34.9M 0.01% -816K -51.0% $44.47 -2.4%
895 PPH VANECK ETF TRUST 318,604.0 $34.8M 0.01% -1.0M -76.0% $109.35 +6.7%
896 MP MP MATERIALS CORP Basic Materials 619,811.0 $34.7M 0.01% -331K -34.8% $56.01 +7.2%
897 RBLX ROBLOX CORP Technology 636,836.0 $34.6M 0.01% -15K -2.3% $54.38 -29.4%
898 EXPAND ENERGY CORPORATION 379,724.0 $34.6M 0.01% +96K +33.9% $91.19
899 UBS PUT UBS GROUP AG Financial Services 696,700.0 $34.6M 0.01% -920K -56.9% $49.66 +7.3%
900 GSK PUT GSK PLC Healthcare 658,000.0 $34.5M 0.01% NEW $52.42 -0.0%
Page 45 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%