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

CIK 1811907 · latest 13F-HR filed 2026-04-16

Citadel Investment Advisory, Inc. manages $209.5K in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (24.00%), MKL (13.92%), GOOGL (6.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 10, and trimmed 50.

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.

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AUM

$209.5K

Long-equity book

Holdings

78

Distinct positions

Period

2026-03-31

Filed 2026-04-16

Q/Q Activity

+0 / −1 / ↑10 / ↓50

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Johnson & Johnson$826 +17.2%
  • Coca Cola Co$159 +5.7%
  • PepsiCo$152 +6.7%
  • CSX Corp$137 +9.7%
  • Eaton Corp$92 +8.9%
Show all 10

Top Trims

  • Markel Corp-$4.4K -13.1%
  • Imperial Metals Corp-$3.1K -24.5%
  • Beckshire Hathaway-$2.9K -5.5%
  • Microsoft Corp-$1.8K -25.2%
  • Alphabet Inc. Class A-$1.4K -9.5%
Show all 50

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • Kraft Heintz Co$164
Show all 1
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 $50.3K 24.00% 104,930 SH
2 Markel Corp MKL 570535104 $29.2K 13.92% 15,242 SH
3 Alphabet Inc. Class A GOOGL 02079K305 $13.5K 6.43% 46,844 SH
4 Imperial Metals Corp 452892102 $9.6K 4.60% 1,734,313 SH
5 Alphabet Inc. Class C GOOG 02079K107 $8.0K 3.80% 27,730 SH
6 Philip Morris Intl PM 718172109 $6.5K 3.08% 39,030 SH
7 Johnson & Johnson JNJ 478160104 $5.6K 2.69% 23,053 SH
8 Microsoft Corp MSFT 594918104 $5.4K 2.57% 14,568 SH
9 Raytheon Technologies Corp RTX 75513E101 $5.4K 2.57% 27,943 SH
10 IBM Corp IBM 459200101 $4.1K 1.95% 16,875 SH
11 Abbvie Inc ABBV 00287Y109 $3.9K 1.85% 17,858 SH
12 Goldman Sachs Group Inc. GS 38141G104 $3.5K 1.66% 4,115 SH
13 Oracle Corp ORCL 68389X105 $3.3K 1.57% 22,366 SH
14 Moodys Corp MCO 615369105 $3.2K 1.55% 7,427 SH
15 McDonald's MCD 580135101 $3.2K 1.52% 10,273 SH
16 Coca Cola Co KO 191216100 $2.9K 1.40% 38,503 SH
17 General Dynamics Corp GD 369550108 $2.8K 1.36% 8,295 SH
18 JPMorgan Chase & Co JPM 46625H100 $2.5K 1.18% 8,422 SH
19 PepsiCo PEP 713448108 $2.4K 1.15% 15,552 SH
20 Booking Holdings Inc BKNG 09857L108 $2.4K 1.15% 573 SH
21 Disney Company DIS 254687106 $2.2K 1.03% 22,416 SH
22 Mettler Toledo Intl MTD 592688105 $2.1K 1.02% 1,700 SH
23 Idexx Labs Inc IDXX 45168D104 $2.0K 0.94% 3,491 SH
24 Berkley W R Corp WRB 084423102 $2.0K 0.93% 29,468 SH
25 Medtronic BTN1Y11US $1.8K 0.86% 20,700 SH
26 Affiliated Managers AMG 008252108 $1.8K 0.85% 6,452 SH
27 American Express AXP 025816109 $1.8K 0.84% 5,832 SH
28 Wells Fargo WFC 949746101 $1.6K 0.75% 19,775 SH
29 CSX Corp CSX 126408103 $1.5K 0.74% 37,660 SH
30 Warner Brothers Discovery,inc WBD 934423104 $1.4K 0.66% 50,363 SH
31 Jefferies Financial JEF 47233W109 $1.1K 0.55% 18,480 SH
32 AB Inbev BUD 03524A108 $1.1K 0.54% 16,383 SH
33 Eaton Corp ETN G29183103 $1.1K 0.54% 3,144 SH
34 Credit Acceptance Corp CACC 225310101 $1.1K 0.51% 2,525 SH
35 Bank of America BAC 060505104 $1.0K 0.48% 20,735 SH
36 Mohawk Industries MHK 608190104 $970 0.46% 9,852 SH
37 Amazon AMZN 023135106 $961 0.46% 4,612 SH
38 Lowes LOW 548661107 $951 0.45% 4,026 SH
39 Abbott Laboratories ABT 002824100 $896 0.43% 8,730 SH
40 Danaher Corp DHR 235851102 $824 0.39% 4,348 SH
41 John Marshall Bancorp 47804G103 $754 0.36% 37,200 SH
42 Howard Hughs HHH 44267D107 $740 0.35% 11,692 SH
43 Canadian National Railway CNI 136375102 $736 0.35% 7,161 SH
44 Boeing Company BA 097023105 $696 0.33% 3,495 SH
45 Sysco Corp SYY 871829107 $671 0.32% 9,401 SH
46 Everest Re Group Inc EG G3223R108 $641 0.31% 1,960 SH
47 Leidos Holdings Inc LDOS 525327102 $639 0.30% 4,110 SH
48 Vistaprint NV Cimpress N93540107 $626 0.30% 8,575 SH
49 Wynn Resorts WYNN 983134107 $590 0.28% 5,811 SH
50 Mastercard MA 57636Q104 $577 0.28% 1,155 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-16 $209.5K 78 0001811907-26-000002
2025-12-31 2026-01-21 $231.4K 79 0001811907-26-000001