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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 78 of 284  ·  5,678 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CARR PUT CARRIER GLOBAL CORPORATION Industrials 150,600.0 $11.0M 0.00% -696K -82.2% $73.35 -19.8%
1542 WMB PUT WILLIAMS COS INC Energy 148,500.0 $11.0M 0.00% +94K +175.0% $74.34 -0.2%
1543 IDCC INTERDIGITAL INC Technology 38,973.0 $11.0M 0.00% +15K +64.4% $283.13 +18.2%
1544 GKOS GLAUKOS CORP Healthcare 78,941.0 $11.0M 0.00% +34K +76.9% $139.76 +30.2%
1545 SPHQ INVESCO EXCHANGE TRADED FD T 122,355.0 $11.0M 0.00% +44K +56.9% $90.10 -4.4%
1546 ING ING GROEP N.V. Financial Services 350,924.0 $11.0M 0.00% -24K -6.5% $31.38 +11.9%
1547 IXUS ISHARES TR 115,377.0 $11.0M 0.00% +113K +4068.2% $95.44 +2.9%
1548 AMERICA MOVIL SAB DE CV 423,442.0 $11.0M 0.00% +16K +4.0% $25.99
1549 USHY ISHARES TR 297,180.0 $11.0M 0.00% +11K +4.0% $37.02 -0.2%
1550 GEL GENESIS ENERGY L P Energy 774,418.0 $11.0M 0.00% +415K +115.4% $14.17 +15.7%
1551 ECG EVERUS CONSTR GROUP Industrials 65,652.0 $10.9M 0.00% +45K +214.6% $165.95 -27.1%
1552 SQQQ PUT PROSHARES TR 300,000.0 $10.9M 0.00% NEW $36.31 +4.0%
1553 GGLL DIREXION SHARES ETF TRUST 95,802.0 $10.9M 0.00% -187K -66.2% $113.70 -12.6%
1554 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 627,500.0 $10.9M 0.00% -989K -61.2% $17.35 -3.2%
1555 SKYT SKYWATER TECHNOLOGY INC Technology 311,855.0 $10.9M 0.00% +270K +636.9% $34.82 -6.8%
1556 ALMS ALUMIS INC Healthcare 385,400.0 $10.8M 0.00% +371K +2639.2% $28.14 -17.5%
1557 PAAS PAN AMERN SILVER CORP Basic Materials 241,824.0 $10.8M 0.00% +109K +82.7% $44.81 +22.5%
1558 RIVIAN AUTOMOTIVE INC 9,138,000.0 $10.8M 0.00% +4.1M +80.1% $1.18
1559 ZTS CALL ZOETIS INC Healthcare 150,000.0 $10.8M 0.00% -250K -62.5% $71.86 +4.4%
1560 DYNF BLACKROCK ETF TRUST 158,321.0 $10.8M 0.00% +155K +5285.1% $68.01 +2.5%
Page 78 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%