CITIGROUP INC
Top Portfolio Positions
4,041 positions ·
$187,137,252,424 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
77,530,523 | $13,521,323,209 | 7.23% |
| AAPL |
Apple Inc.
Technology
|
35,451,675 | $8,997,280,596 | 4.81% |
| MSFT |
Microsoft Corp
Technology
|
23,355,035 | $8,645,333,303 | 4.62% |
| QQQ |
Invesco Qqq Trust, Series 1
|
13,299,055 | $7,675,948,564 | 4.10% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,269,429 | $5,676,410,228 | 3.03% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,166,214 | $4,936,316,497 | 2.64% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,804,903 | $4,749,577,145 | 2.54% |
| AVGO |
Broadcom Inc.
Technology
|
14,459,665 | $4,475,410,912 | 2.39% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,261,407 | $3,582,338,784 | 1.91% |
| GLD |
Spdr Gold Trust
|
7,541,624 | $3,245,085,389 | 1.73% |
Portfolio Trend
Holdings in UPBD
Shares Held
Position Value (USD)
33 of 33 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $752,070 | 41,666 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $545,149 | 31,045 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $336,206 | 14,228 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,290,942 | 51,432 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,943,704 | 81,123 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,657,386 | 91,100 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,776,163 | 118,042 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,856,911 | 93,059 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,230,765 | 34,955 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,648,088 | 48,516 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $595,537 | 20,222 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,362,372 | 43,764 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $700,838 | 28,594 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $781,604 | 34,661 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $522,428 | 29,836 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $617,868 | 31,767 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,425,401 | 56,586 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,657,332 | 55,315 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,880,537 | 51,246 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $3,288,323 | 61,962 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,002,070 | 34,722 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,829 | 100 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $1,749,661 | 45,695 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $306,320 | 8,000 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $1,613,462 | 53,980 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $164,395 | 5,500 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $239,120 | 8,000 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $2,019,064 | 72,576 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $367,224 | 13,200 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $94,588 | 3,400 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $171,094 | 12,100 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $725,085 | 51,279 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $36,764 | 2,600 | Call | Defined | 2020-05-12 | |
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