CITIGROUP INC

CIK

831001

City

NEW YORK

State / Country

Stock

AX — Axos Financial, Inc.

Top Portfolio Positions

4,067 positions · $188,660,269,922 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	77,530,523	$13,521,323,209	7.17%
AAPL	Apple Inc. Technology	35,451,675	$8,997,280,596	4.77%
MSFT	Microsoft Corp Technology	23,355,035	$8,645,333,303	4.58%
QQQ	Invesco Qqq Trust, Series 1	13,299,055	$7,675,948,564	4.07%
TSLA	Tesla, Inc. Consumer Cyclical	15,269,429	$5,676,410,228	3.01%
GOOGL	Alphabet Inc. Communication Services	17,166,214	$4,936,316,497	2.62%
AMZN	Amazon Com Inc Consumer Cyclical	22,804,903	$4,749,577,145	2.52%
AVGO	Broadcom Inc. Technology	14,459,665	$4,475,410,912	2.37%
META	Meta Platforms, Inc. Communication Services	6,261,407	$3,582,338,784	1.90%
GLD	Spdr Gold Trust	7,541,624	$3,245,085,389	1.72%

Portfolio Trend

25 quarters · across all stocks

Holdings in AX

Compact Export CSV

Shares Held

Position Value (USD)

33 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,739,682	55,702	-13.7%	Shares	Defined	2026-05-11
2025-12-31	$5,559,559	64,526	-13.1%	Shares	Defined	2026-02-13
2025-09-30	$6,284,584	74,242	-26.2%	Shares	Defined	2025-11-10
2025-06-30	$7,653,577	100,652	-21.2%	Shares	Defined	2025-08-11
2025-03-31	$8,246,298	127,810	-14.6%	Shares	Defined	2025-05-12
2024-12-31	$10,451,443	149,627	-1.0%	Shares	Defined	2025-02-12
2024-09-30	$9,504,374	151,151	+3.2%	Shares	Defined	2024-11-12
2024-06-30	$8,371,274	146,479	-11.6%	Shares	Defined	2024-08-12
2024-03-31	$8,954,102	165,694	-12.2%	Shares	Defined	2024-05-10
2023-12-31	$10,303,510	188,709	+283.0%	Shares	Defined	2024-02-09
2023-09-30	$1,865,399	49,271	-44.7%	Shares	Defined	2023-12-06
2023-06-30	$3,516,312	89,156	+251.2%	Shares	Defined	2023-08-10
2023-03-31	$937,287	25,387	-25.8%	Shares	Defined	2023-05-11
2022-12-31	$1,308,423	34,234	+25.6%	Shares	Defined	2023-02-09
2022-09-30	$932,629	27,246	+6.3%	Shares	Defined	2022-11-10
2022-06-30	$918,548	25,622	-47.0%	Shares	Defined	2022-08-10
2022-03-31	$2,243,466	48,361	-0.7%	Shares	Defined	2022-05-12
2021-12-31	$2,722,201	48,689	+35.4%	Shares	Defined	2022-02-10
2021-09-30	$1,852,708	35,947	-15.0%	Shares	Defined	2021-11-10
2021-06-30	$1,961,369	42,280	+123.0%	Shares	Defined	2021-08-10
2021-03-31	$891,168	18,957	+9378.5%	Shares	Defined	2021-05-13
2020-12-31	$7,506	200	-98.9%	Call	Defined	2021-02-11
2020-12-31	$702,899	18,729	+18629.0%	Shares	Defined	2021-02-11
2020-12-31	$3,753	100	-66.7%	Put	Defined	2021-02-11
2020-09-30	$6,993	300	-96.8%	Call	Defined	2020-11-12
2020-09-30	$221,864	9,518	+9418.0%	Shares	Defined	2020-11-12
2020-09-30	$2,331	100	-90.0%	Put	Defined	2020-11-12
2020-06-30	$22,080	1,000	-96.4%	Put	Defined	2020-08-12
2020-06-30	$621,706	28,157	+402.8%	Shares	Defined	2020-08-12
2020-06-30	$123,648	5,600	-72.1%	Call	Defined	2020-08-12
2020-03-31	$363,307	20,039	+50.7%	Shares	Defined	2020-05-12
2020-03-31	$241,129	13,300	+411.5%	Call	Defined	2020-05-12
2020-03-31	$47,138	2,600	—	Put	Defined	2020-05-12
No 13F history on record for this holder in this stock.