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Portfolio (Quarterly) Guide ↗

Citadel Advisors LLC

· CIK 0001423053
13F Portfolio $618.5B AUM 15,589 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 2452 New 5072 Added 5227 Reduced 2103 Exited
Page 172 of 262  ·  5,227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 MLAB MESA LABS INC Technology 8,423.0 $745K -50K -85.6% $88.42 +12.1%
3422 HELE CALL HELEN OF TROY LTD Consumer Defensive 51,600.0 $744K -152K -74.6% $14.42 +97.3%
3423 TIPT CALL TIPTREE INC Financial Services 43,900.0 $743K -50K -53.2% $16.92 +4.1%
3424 CPT CALL CAMDEN PPTY TR Real Estate 7,600.0 $742K -2K -20.8% $97.66 +13.4%
3425 GEL GENESIS ENERGY L P Energy 41,614.0 $742K -74K -64.0% $17.83 -18.4%
3426 SJT SAN JUAN BASIN RTY TR Energy 154,244.0 $742K -88K -36.2% $4.81 -32.8%
3427 AGCO PUT AGCO CORP Industrials 6,400.0 $742K -7K -52.9% $115.87 -0.7%
3428 FMTL FIRST TR EXCHANGE-TRADED FD 22,058.0 $739K -16K -42.6% $33.48 +11.5%
3429 GOLD GOLD COM INC Financial Services 18,376.0 $737K -276K -93.8% $40.08 +9.5%
3430 PEB PUT PEBBLEBROOK HOTEL TR Real Estate 58,300.0 $736K -76K -56.6% $12.63 +54.3%
3431 FBK FB FINL CORP Financial Services 14,152.0 $735K -134K -90.5% $51.94 +4.4%
3432 CALL AURORA CANNABIS INC 224,100.0 $733K -357K -61.4% $3.27
3433 HLIO CALL HELIOS TECHNOLOGIES INC Industrials 11,300.0 $731K -14K -56.0% $64.71 +33.7%
3434 CM CANADIAN IMPERIAL BANK OF CO Financial Services 7,711.0 $731K -609K -98.8% $94.75 +20.1%
3435 RBIL RBB FD INC 14,576.0 $730K -15K -50.9% $50.08 -0.3%
3436 PEGA PUT PEGASYSTEMS INC Technology 17,100.0 $728K -8K -32.9% $42.56 -24.1%
3437 LMB CALL LIMBACH HLDGS INC Industrials 9,300.0 $726K -21K -68.9% $78.05 +2.9%
3438 BIDD BLACKROCK ETF TRUST 25,471.0 $724K -62K -70.9% $28.43 +7.8%
3439 DFSV DIMENSIONAL ETF TRUST 20,660.0 $724K -3K -11.8% $35.04 +10.1%
3440 VVV CALL VALVOLINE INC Energy 21,400.0 $721K -8K -28.2% $33.68 +12.4%
Page 172 of 262  ·  5,227 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 21.4%
Financial Services 15.1%
Healthcare 14.0%
Industrials 12.7%
Consumer Cyclical 10.8%
Communication Services 5.9%
Consumer Defensive 5.0%
Energy 4.8%
Real Estate 3.9%
Basic Materials 3.3%