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CITIGROUP INC

Q4 2025 · Filed 2026-02-13
Market Value
$144.5B
+1.0%
Holdings
5,002
+163
New Purchases
357
Added To
2,002
Closed
413
Reduced
2,101
Top 10 Concentration
26.9%
Turnover
15.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 4.01% 1.59% +2.42% $5.8B
XLP 1.22% 0.28% +0.94% $1.8B
MSFT 3.97% 3.46% +0.50% $5.7B
GOOGL 2.02% 1.55% +0.47% $2.9B
NVDA 4.76% 4.35% +0.41% $6.9B
GE 0.65% 0.26% +0.39% $946M
MU 0.89% 0.52% +0.37% $1.3B
TOTB.DE 0.31% 0.00% +0.31% $448M
XBI 1.06% 0.76% +0.29% $1.5B
AMD 0.73% 0.45% +0.28% $1.1B
AAPL 3.01% 2.74% +0.27% $4.3B
VO 0.25% 0.01% +0.25% $364M
IBB 0.61% 0.38% +0.24% $885M
SMH 0.36% 0.16% +0.20% $518M
LITE 0.20% 0.01% +0.19% $282M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAC 0.92% 1.93% -1.01% $1.3B
TSLA 2.02% 2.98% -0.95% $2.9B
QQQ 0.68% 1.17% -0.49% $984M
JPM 0.67% 1.12% -0.45% $964M
AVGO 2.14% 2.48% -0.34% $3.1B
XLI 0.40% 0.70% -0.30% $580M
KRE 0.12% 0.39% -0.27% $176M
V 0.60% 0.83% -0.23% $870M
AMZN 1.87% 2.09% -0.22% $2.7B
SCHW 0.11% 0.32% -0.21% $156M
BLK 0.09% 0.28% -0.19% $130M
VWO 0.07% 0.25% -0.18% $107M
ABT 0.16% 0.34% -0.18% $237M
ABBV 0.26% 0.44% -0.18% $377M
PANW 0.23% 0.40% -0.17% $331M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $67.8B 46.9%
Large Cap 1,061 $63.5B 43.9%
Mid Cap 1,314 $10.9B 7.5%
Small Cap 1,491 $2.1B 1.4%
Micro Cap 1,054 $193M 0.1%

Portfolio Analytics

Avg Market Cap
$23.2B
Median Market Cap
$1.9B
Avg P/E
31.9
Median P/E
19.1
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
4,091
# ETFs / Funds
911

Top Holdings (5,002 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.76% 36,884,303 $6.9B $186.50 $649M +3,495,453 +10.5%
2 SPY 4.01% 8,498,744 $5.8B $681.92 $3.5B +5,077,377 +148.4%
3 MSFT 3.97% 11,845,163 $5.7B $483.62 $775M +2,282,290 +23.9%
4 AAPL 3.01% 15,988,868 $4.3B $271.86 $425M +586,271 +3.8%
5 AVGO 2.14% 8,921,566 $3.1B $346.10 -$455M -1,817,432 -16.9%
6 TSLA 2.02% 6,497,906 $2.9B $449.72 -$1.3B -3,079,041 -32.1%
7 GOOGL 2.02% 9,327,740 $2.9B $313.00 $705M +217,504 +2.4%
8 AMZN 1.87% 11,709,382 $2.7B $230.82 -$290M -1,919,228 -14.1%
9 META 1.58% 3,451,088 $2.3B $660.09 $71M +445,313 +14.8%
10 TLT 1.49% 24,691,449 $2.2B $87.16 $62M +1,298,761 +5.5%
11 VOO 1.37% 3,156,386 $2.0B $627.13 -$523K -76,880 -2.4%
12 XLP 1.22% 22,679,786 $1.8B $77.68 $1.4B +17,630,623 +349.2%
13 XBI 1.06% 12,527,210 $1.5B $121.93 $436M +1,636,319 +15.0%
14 BAC 0.92% 24,106,194 $1.3B $55.00 -$1.4B -29,298,493 -54.9%
15 MU 0.89% 4,500,503 $1.3B $285.41 $541M +57,142 +1.3%
16 GOOG 0.82% 3,795,582 $1.2B $313.80 $94M -710,399 -15.8%
17 AMD 0.73% 4,914,524 $1.1B $214.16 $416M +978,834 +24.9%
18 QQQ 0.68% 1,601,904 $984M $614.31 -$685M -1,178,036 -42.4%
19 JPM 0.67% 2,992,017 $964M $322.22 -$640M -2,092,673 -41.2%
20 GE 0.65% 3,070,122 $946M $308.03 $574M +1,835,408 +148.7%
21 IBB 0.61% 5,242,688 $885M $168.77 $348M +1,521,992 +40.9%
22 V 0.60% 2,479,449 $870M $350.71 -$319M -1,001,132 -28.8%
23 IWM 0.54% 3,181,135 $783M $246.16 $175M +666,584 +26.5%
24 NFLX 0.53% 8,144,735 $764M $93.76 -$156M +7,377,705 +961.9%
25 GS 0.52% 859,933 $756M $879.00 $135M +80,269 +10.3%
26 INTC 0.49% 19,274,247 $711M $36.90 $127M +1,865,354 +10.7%
27 LLY 0.49% 659,631 $709M $1,074.68 $207M +1,298 +0.2%
28 QCOM 0.47% 3,996,492 $684M $171.05 $107M +530,517 +15.3%
29 ORCL 0.47% 3,484,615 $679M $194.91 -$228M +260,364 +8.1%
30 TSM 0.46% 2,195,829 $667M $303.89 -$130M -660,282 -23.1%
31 IBM 0.45% 2,173,072 $644M $296.21 $98M +237,456 +12.3%
32 GEV 0.42% 926,887 $606M $653.57 -$717K -59,457 -6.0%
33 PLTR 0.42% 3,395,051 $603M $177.75 $82M +537,338 +18.8%
34 CSCO 0.41% 7,681,365 $592M $77.03 $128M +903,044 +13.3%
35 IAU 0.40% 7,201,313 $585M $81.17 $198M +1,893,594 +35.7%
36 XLI 0.40% 3,739,006 $580M $155.12 -$426M -2,784,308 -42.7%
37 AMAT 0.38% 2,153,848 $554M $256.99 $47M -319,036 -12.9%
38 WMT 0.38% 4,952,351 $552M $111.41 -$57M -952,092 -16.1%
39 BRK-B 0.38% 1,095,869 $551M $502.65 -$236M -468,260 -29.9%
40 LRCX 0.36% 3,056,338 $523M $171.18 -$48M -1,205,838 -28.3%
41 GLD 0.36% 1,313,849 $521M $396.31 $61M +19,377 +1.5%
42 SMH 0.36% 1,439,349 $518M $360.13 $289M +736,945 +104.9%
43 INTU 0.35% 766,572 $508M $662.42 $59M +109,273 +16.6%
44 VTV 0.35% 2,652,846 $507M $190.99 $43M +166,698 +6.7%
45 TXN 0.34% 2,790,974 $484M $173.49 $27M +300,340 +12.1%
46 COST 0.33% 546,399 $471M $862.34 -$19M +16,418 +3.1%
47 KLAC 0.32% 378,289 $460M $1,215.08 -$91M -131,880 -25.9%
48 VUG 0.32% 934,721 $456M $487.86 $35M +56,703 +6.5%
49 JNJ 0.32% 2,202,592 $456M $206.95 $161M +610,817 +38.4%
50 TOTB.DE 0.31% 6,864,226 $448M $65.29 +6,864,226 NEW
51 VONG 0.29% 3,491,303 $425M $121.75 $4M -1,288 -0.0%
52 CRM 0.29% 1,591,498 $422M $264.91 $31M -58,408 -3.5%
53 RDDT 0.29% 1,820,985 $419M $229.87 $76M +330,087 +22.1%
54 BABA 0.29% 2,844,328 $417M $146.58 $27M +663,777 +30.4%
55 NEM 0.29% 4,135,511 $413M $99.85 -$12M -908,490 -18.0%
56 UNH 0.27% 1,192,864 $394M $330.11 -$49M -90,284 -7.0%
57 XOM 0.27% 3,229,780 $389M $120.34 $27M +22,722 +0.7%
58 IEMG 0.27% 5,772,847 $388M $67.22 -$121M -1,954,858 -25.3%
59 XLF 0.26% 6,921,761 $379M $54.77 $99M +1,717,148 +33.0%
60 AGG 0.26% 3,783,170 $378M $99.88 $24M +248,864 +7.0%
61 ABBV 0.26% 1,651,657 $377M $228.49 -$251M -1,062,621 -39.1%
62 ADI 0.26% 1,385,960 $376M $271.20 $60M +101,143 +7.9%
63 IREN 0.26% 9,878,625 $373M $37.77 $71M +3,450,909 +53.7%
64 IDEV 0.26% 4,512,190 $372M $82.48 $16M +67,266 +1.5%
65 MA 0.26% 645,850 $369M $570.88 -$114M -202,521 -23.9%
66 APP 0.25% 545,658 $368M $673.82 $93M +162,793 +42.5%
67 VO 0.25% 1,255,055 $364M $290.22 $354M +1,221,018 +3587.3%
68 HD 0.25% 1,046,100 $360M $344.10 -$12M +127,588 +13.9%
69 RSP 0.25% 1,872,303 $359M $191.56 $139M +715,181 +61.8%
70 AEP 0.25% 3,103,390 $358M $115.31 -$8M -144,966 -4.5%
71 PFE 0.25% 14,265,119 $355M $24.90 $171M +7,051,151 +97.7%
72 PG 0.24% 2,423,480 $347M $143.31 -$105M -522,194 -17.7%
73 BKNG 0.24% 63,771 $342M $5,355.37 -$156M -28,403 -30.8%
74 PANW 0.23% 1,799,265 $331M $184.20 -$240M -1,008,190 -35.9%
75 NXPI 0.23% 1,516,782 $329M $217.06 $76M +406,419 +36.6%
76 BA 0.23% 1,511,437 $328M $217.12 $4M +11,392 +0.8%
77 KO 0.23% 4,649,705 $325M $69.91 -$55M -1,084,756 -18.9%
78 MRVL 0.22% 3,758,517 $319M $84.98 -$41M -532,164 -12.4%
79 ASML 0.22% 298,326 $319M $1,069.86 -$10M -41,785 -12.3%
80 NTAP 0.22% 2,954,808 $316M $107.09 $207M +2,027,283 +218.6%
81 EEM 0.22% 5,765,607 $315M $54.71 $88M +1,501,408 +35.2%
82 TMO 0.22% 536,786 $311M $579.45 -$53M -212,763 -28.4%
83 CVX 0.21% 2,027,744 $309M $152.41 -$93M -560,953 -21.7%
84 UBER 0.21% 3,769,209 $308M $81.71 -$165M -1,062,272 -22.0%
85 RTX 0.21% 1,635,041 $300M $183.40 -$206M -1,390,636 -46.0%
86 NOW 0.21% 1,939,441 $297M $153.19 $46M +1,666,885 +611.6%
87 RCL 0.20% 1,050,072 $293M $278.92 -$23M +75,037 +7.7%
88 CAT 0.20% 509,924 $292M $572.87 -$48M -202,260 -28.4%
89 CRWD 0.20% 622,686 $292M $468.76 -$11M +5,723 +0.9%
90 SE 0.20% 2,284,427 $291M $127.57 -$149M -177,938 -7.2%
91 NEE 0.20% 3,581,361 $288M $80.28 $4M -167,774 -4.5%
92 LITE 0.20% 765,201 $282M $368.59 $272M +701,433 +1100.0%
93 UBS 0.19% 6,020,046 $281M $46.65 -$71M -2,598,767 -30.1%
94 MRK 0.19% 2,636,111 $277M $105.26 -$102M -1,886,279 -41.7%
95 XLV 0.19% 1,787,478 $277M $154.80 $46M +130,137 +7.8%
96 ADBE 0.19% 790,562 $277M $349.99 -$8M -15,447 -1.9%
97 WFC 0.19% 2,915,313 $272M $93.20 -$36M -752,803 -20.5%
98 PEP 0.19% 1,873,863 $269M $143.52 -$32M -265,631 -12.4%
99 XOP 0.19% 2,128,640 $269M $126.26 -$74M -464,066 -17.9%
100 MS 0.18% 1,504,718 $267M $177.53 -$85M -710,879 -32.1%

Options Breakdown

504 Calls $24.4B Call Value 444 Puts $55.2B Put Value 2.26 P/C Ratio

Top Calls

SymbolSharesValueStatus
GLD 7,563,000 $3.0B
QQQ 3,282,800 $2.0B
TSLA 3,376,900 $1.5B
IWM 6,085,600 $1.5B
NVDA 7,308,600 $1.4B
META 1,084,400 $716M
MSFT 1,211,700 $586M
GOOGL 1,723,700 $540M
XLE 10,920,600 $488M
EFA 5,071,900 $487M

Top Puts

SymbolSharesValueStatus
IWM 18,824,400 $4.6B
TSLA 10,184,000 $4.6B
QQQ 5,763,100 $3.5B
NVDA 17,953,200 $3.3B
CVNA 5,833,700 $2.5B
HYG 29,814,700 $2.4B
AAPL 8,776,300 $2.4B
MSFT 4,393,100 $2.1B
GOOGL 4,904,100 $1.5B
SPY 2,146,400 $1.5B

New Positions

SymbolValue% Port
TOTB.DE $448M 0.31%
SQQQ $32M 0.02%
GDXU $30M 0.02%
Q $24M 0.02%
SUNC $17M 0.01%
MICC $14M 0.01%
SOLS $8M 0.01%
SUPX $6M —%
MDLN $6M —%
BMA $6M —%
KBONU $4M —%
PAM $3M —%
FLMX $3M —%
ALGM $3M —%
SILJ $3M —%

Sold Out Positions

SymbolValue% Port
NOA —%
CANG —%
IFS —%
TIMB —%
BBDC —%
UTF —%
TTE —%
SRG —%
CCAP —%
ARBE —%
ABOS —%
ELTX —%
ACET —%
ARTV —%
CPIX —%
View SEC EDGAR Filings for CITIGROUP INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms