Citadel Investment Advisory, Inc. — 13F Holdings & Portfolio

CIK 1811907 · latest 13F-HR filed 2026-07-23

Citadel Investment Advisory, Inc. manages $220.3K in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (23.81%), MKL (13.52%), GOOGL (7.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 34, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
PO BOX 900
CHESTERLAND, OH 44026
Phone
(440) 942-8877
Filing Manager
Citadel Investment Advisory, Inc.
CHESTERLAND, OH
Signatory
Kurt T Liedtke
President
Loading holdings…
AUM

$220.3K

Long-equity book

Holdings

76

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+0 / −2 / ↑34 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Alphabet Inc. Class A$3.2K +23.8%
  • Alphabet Inc. Class C$1.7K +21.8%
  • Goldman Sachs Group Inc.$666 +19.1%
  • IBM Corp$655 +16.0%
  • Philip Morris Intl$608 +9.4%
Show all 34

Top Trims

  • Imperial Metals Corp-$2.1K -21.3%
  • McDonald's-$416 -13.0%
  • PepsiCo-$319 -13.2%
  • Leidos Holdings Inc-$216 -33.8%
  • Jefferies Financial-$191 -16.7%
Show all 18

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • Enovis Corp$49
  • Cable One Inc.$20
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Beckshire Hathaway BRK.B 084670702 $52.4K 23.81% 104,793 SH
2 Markel Corp MKL 570535104 $29.8K 13.52% 15,242 SH
3 Alphabet Inc. Class A GOOGL 02079K305 $16.7K 7.57% 46,669 SH
4 Alphabet Inc. Class C GOOG 02079K107 $9.7K 4.40% 27,430 SH
5 Imperial Metals Corp IPMLF 452892102 $7.6K 3.45% 1,732,813 SH
6 Philip Morris Intl PM 718172109 $7.1K 3.21% 39,030 SH
7 Johnson & Johnson JNJ 478160104 $5.9K 2.66% 23,054 SH
8 Microsoft Corp MSFT 594918104 $5.4K 2.47% 14,568 SH
9 Raytheon Technologies Corp RTX 75513E101 $5.3K 2.41% 27,943 SH
10 IBM Corp IBM 459200101 $4.7K 2.15% 16,875 SH
11 Abbvie Inc ABBV 00287Y109 $4.5K 2.04% 17,848 SH
12 Goldman Sachs Group Inc. GS 38141G104 $4.1K 1.88% 4,100 SH
13 Moodys Corp MCO 615369105 $3.4K 1.53% 7,427 SH
14 Oracle Corp ORCL 68389X105 $3.3K 1.49% 22,366 SH
15 Coca Cola Co KO 191216100 $3.1K 1.42% 38,403 SH
16 General Dynamics Corp GD 369550108 $2.9K 1.33% 8,291 SH
17 McDonald's MCD 580135101 $2.8K 1.26% 10,274 SH
18 JPMorgan Chase & Co JPM 46625H100 $2.8K 1.25% 8,422 SH
19 Booking Holdings Inc BKNG 09857L108 $2.6K 1.16% 14,325 SH
20 Affiliated Managers AMG 008252108 $2.2K 0.99% 6,452 SH
21 Mettler Toledo Intl MTD 592688105 $2.2K 0.99% 1,700 SH
22 Disney Company DIS 254687106 $2.1K 0.97% 22,311 SH
23 PepsiCo PEP 713448108 $2.1K 0.95% 15,481 SH
24 Berkley W R Corp WRB 084423102 $2.1K 0.94% 29,468 SH
25 American Express AXP 025816109 $2.0K 0.90% 5,832 SH
26 Idexx Labs Inc IDXX 45168D104 $1.8K 0.83% 3,486 SH
27 CSX Corp CSX 126408103 $1.8K 0.81% 37,585 SH
28 Wells Fargo WFC 949746101 $1.6K 0.74% 19,775 SH
29 Medtronic MDT BTN1Y11US $1.6K 0.74% 20,700 SH
30 Credit Acceptance Corp CACC 225310101 $1.6K 0.73% 2,525 SH
31 AB Inbev BUD 03524A108 $1.4K 0.61% 16,383 SH
32 Warner Brothers Discovery,inc WBD 934423104 $1.3K 0.61% 50,363 SH
33 Eaton Corp ETN G29183103 $1.3K 0.61% 3,144 SH
34 Mohawk Industries MHK 608190104 $1.2K 0.54% 9,852 SH
35 Bank of America BAC 060505104 $1.2K 0.53% 20,560 SH
36 Amazon AMZN 023135106 $1.1K 0.50% 4,612 SH
37 Jefferies Financial JEF 47233W109 $954 0.43% 19,080 SH
38 Lowes LOW 548661107 $888 0.40% 4,026 SH
39 Vistaprint NV Cimpress N93540107 $872 0.40% 8,575 SH
40 Canadian National Railway CNI 136375102 $854 0.39% 7,161 SH
41 Howard Hughs HHH 44267D107 $836 0.38% 11,692 SH
42 Danaher Corp DHR 235851102 $828 0.38% 4,348 SH
43 John Marshall Bancorp JMSB 47804G103 $811 0.37% 37,200 SH
44 Abbott Laboratories ABT 002824100 $792 0.36% 8,730 SH
45 Sysco Corp SYY 871829107 $786 0.36% 9,401 SH
46 Boeing Company BA 097023105 $757 0.34% 3,495 SH
47 Everest Re Group Inc EG G3223R108 $700 0.32% 1,960 SH
48 Mastercard MA 57636Q104 $593 0.27% 1,155 SH
49 Wynn Resorts WYNN 983134107 $564 0.26% 5,811 SH
50 Proctor & Gamble Co PG 742718109 $492 0.22% 3,358 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $220.3K 76 0001811907-26-000003
2026-03-31 2026-04-16 $209.5K 78 0001811907-26-000002
2025-12-31 2026-01-21 $231.4K 79 0001811907-26-000001