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Citadel Investment Advisory, Inc.

Q2 2026 · 13F-HR

Citadel Investment Advisory, Inc.holdings as filed

Filed 2026-07-23 · accession 0001811907-26-000003

$220,258
Reported value
76
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBeckshire Hathaway$52,43623.8%104,793CommonSOLE
570535104MKLMarkel Corp$29,76813.5%15,242CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$16,6787.57%46,669CommonSOLE
02079K107GOOGAlphabet Inc. Class C$9,6924.40%27,430CommonSOLE
452892102IPMLFImperial Metals Corp$7,5903.45%1,732,813CommonSOLE
718172109PMPhilip Morris Intl$7,0613.21%39,030CommonSOLE
478160104JNJJohnson & Johnson$5,8552.66%23,054CommonSOLE
594918104MSFTMicrosoft Corp$5,4342.47%14,568CommonSOLE
75513E101RTXRaytheon Technologies Corp$5,3022.41%27,943CommonSOLE
459200101IBMIBM Corp$4,7452.15%16,875CommonSOLE
00287Y109ABBVAbbvie Inc$4,4912.04%17,848CommonSOLE
38141G104GSGoldman Sachs Group Inc.$4,1471.88%4,100CommonSOLE
615369105MCOMoodys Corp$3,3641.53%7,427CommonSOLE
68389X105ORCLOracle Corp$3,2781.49%22,366CommonSOLE
191216100KOCoca Cola Co$3,1211.42%38,403CommonSOLE
369550108GDGeneral Dynamics Corp$2,9371.33%8,291CommonSOLE
580135101MCDMcDonald's$2,7771.26%10,274CommonSOLE
46625H100JPMJPMorgan Chase & Co$2,7571.25%8,422CommonSOLE
09857L108BKNGBooking Holdings Inc$2,5531.16%14,325CommonSOLE
008252108AMGAffiliated Managers$2,1830.99%6,452CommonSOLE
592688105MTDMettler Toledo Intl$2,1720.99%1,700CommonSOLE
254687106DISDisney Company$2,1470.97%22,311CommonSOLE
713448108PEPPepsiCo$2,0960.95%15,481CommonSOLE
084423102WRBBerkley W R Corp$2,0780.94%29,468CommonSOLE
025816109AXPAmerican Express$1,9730.90%5,832CommonSOLE
45168D104IDXXIdexx Labs Inc$1,8350.83%3,486CommonSOLE
126408103CSXCSX Corp$1,7860.81%37,585CommonSOLE
949746101WMT2Wells Fargo$1,6340.74%19,775CommonSOLE
BTN1Y11USMedtronic$1,6190.74%20,700CommonSOLE
225310101CACCCredit Acceptance Corp$1,6080.73%2,525CommonSOLE
03524A108BUDAB Inbev$1,3500.61%16,383CommonSOLE
934423104WBDWarner Brothers Discovery,inc$1,3430.61%50,363CommonSOLE
G29183103ETNEaton Corp$1,3400.61%3,144CommonSOLE
608190104MHKMohawk Industries$1,1950.54%9,852CommonSOLE
060505104BACBank of America$1,1720.53%20,560CommonSOLE
023135106AMZNAmazon$1,0990.50%4,612CommonSOLE
47233W109JEFJefferies Financial$9540.43%19,080CommonSOLE
548661107LOWLowes$8880.40%4,026CommonSOLE
N93540107Vistaprint NV Cimpress$8720.40%8,575CommonSOLE
136375102CNICanadian National Railway$8540.39%7,161CommonSOLE
44267D107HHHHoward Hughs$8360.38%11,692CommonSOLE
235851102DHRDanaher Corp$8280.38%4,348CommonSOLE
47804G103John Marshall Bancorp$8110.37%37,200CommonSOLE
002824100ABTAbbott Laboratories$7920.36%8,730CommonSOLE
871829107SYYSysco Corp$7860.36%9,401CommonSOLE
097023105BABoeing Company$7570.34%3,495CommonSOLE
G3223R108EGEverest Re Group Inc$7000.32%1,960CommonSOLE
57636Q104MAMastercard$5930.27%1,155CommonSOLE
983134107WYNNWynn Resorts$5640.26%5,811CommonSOLE
742718109PGProctor & Gamble Co$4920.22%3,358CommonSOLE
30303M102METAMETA$4450.20%790CommonSOLE
037833100AAPLApple Inc$4340.20%1,500CommonSOLE
525327102LDOSLeidos Holdings Inc$4230.19%4,110CommonSOLE
911312205United Parcel Service Inc$3980.18%3,703CommonSOLE
20030N101CMCSAComcast$3840.17%15,630CommonSOLE
784117103SEICSEI Investments$3410.15%3,890CommonSOLE
55354G100MSCIMSCI Inc$3280.15%585CommonSOLE
533900106LECOLincoln Electric Holdings$3240.15%1,221CommonSOLE
75113E101Radiant Logistics$3130.14%33,052CommonSOLE
172967333Colgate Palmolive$3020.14%3,297CommonSOLE
29605J106ESABESAB Corp$3000.14%3,038CommonSOLE
125523100CICigna Corp$2980.14%1,081CommonSOLE
00206R102TATT$2910.13%14,077CommonSOLE
609207105MDLZMondelez Intl Inc$2530.11%4,376CommonSOLE
302941109FCNFTI Consulting, Inc.$2490.11%1,670CommonSOLE
49271V100KDPKeurig Dr. Pepper$2340.11%7,145CommonSOLE
82968B103SIRIEURSirius XM Holdings$2180.10%7,396CommonSOLE
G96629103WTWWillis Tower Watson$2140.10%817CommonSOLE
G9618E107WTMWhite Mountains$2070.09%100CommonSOLE
72346Q104Pinnacle Financial Partners$1930.09%1,909CommonSOLE
115637209BF/BBrown Forman$1810.08%6,804CommonSOLE
14040H105COFCapital One$1730.08%950CommonSOLE
337738108FISVFiserv Inc$1650.07%3,369CommonSOLE
530307305LBRDKLiberty Broadband cl C$1110.05%3,324CommonSOLE
G5480U120LBTYKUSDLiberty Global cl C$860.04%7,820CommonSOLE
G5480U104LBTYAUSDLiberty Global cl A$500.02%4,414CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.