Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$220.3K
Total Bought
$967
Total Sold
$11.8K
Net Transaction
-$10.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Alphabet Inc. Class A(GOOG)46,84446,669-17513177.57%+3
Beckshire Hathaway104,930104,793-137505223.81%+2
Alphabet Inc. Class C(GOOG)27,73027,430-3008104.40%+2
Goldman Sachs Group Inc.(GS)4,1154,100-15341.88%+1
IBM Corp(IBM)16,87516,8750452.15%+1
Philip Morris Intl(PM)39,03039,0300673.21%+1
Abbvie Inc(ABBV)17,85817,848-10442.04%+1
Markel Corp(MKL)15,24215,2420293013.52%+1
Credit Acceptance Corp(CACC)2,5252,5250120.73%+1
Affiliated Managers6,4526,4520220.99%0
JPMorgan Chase & Co(JPM)8,4228,4220231.25%0
Vistaprint NV Cimpress8,5758,5750110.40%0
CSX Corp(CSX)37,66037,585-75220.81%0
Mohawk Industries(MHK)9,8529,8520110.54%0
Johnson & Johnson(JNJ)23,05323,054+1662.66%0
Eaton Corp(ETN)3,1443,1440110.61%0
AB Inbev(BUD)16,38316,3830110.61%0
American Express(AXP)5,8325,8320220.90%0
Coca Cola Co(KO)38,50338,403-100331.42%0
Bank of America20,73520,560-175110.53%0
Booking Holdings Inc(BKNG)57314,325+13,752231.16%0
Amazon(AMZN)4,6124,6120110.50%0
Berkley W R Corp29,46829,4680220.94%0
Moodys Corp(MCO)7,4277,4270331.53%0
Canadian National Railway(CNI)7,1617,1610110.39%0
Sysco Corp(SYY)9,4019,4010110.36%0
Howard Hughs11,69211,6920110.38%0
General Dynamics Corp(GD)8,2958,291-4331.33%0
Radiant Logistics33,05233,0520000.14%0
Sirius XM Holdings(SIRI)7,3967,3960000.10%0
Boeing Company(BA)3,4953,4950110.34%0
Wells Fargo(WFC)19,77519,7750220.74%0
Everest Re Group Inc(EG)1,9601,9600110.32%0
John Marshall Bancorp37,20037,2000110.37%0
Apple Inc(AAPL)1,5001,5000000.20%0
Microsoft Corp(MSFT)14,56814,5680552.47%0
Keurig Dr. Pepper(KDP)7,4457,145-300000.11%0
SEI Investments(SEIC)3,8903,8900000.15%0
Pinnacle Financial Partners1,9091,9090000.09%0
United Parcel Service Inc(UPS)3,7533,703-50000.18%0
Mettler Toledo Intl(MTD)1,7001,7000220.99%0
Colgate Palmolive(CL)3,2973,2970000.14%0
Mastercard(MA)1,1551,1550110.27%0
MSCI Inc(MSCI)5855850000.15%0
Cigna Corp(CI)1,0811,0810000.14%0
Lincoln Electric Holdings(LECO)1,2611,221-40000.15%0
Proctor & Gamble Co(PG)3,3583,3580000.22%0
Danaher Corp(DHR)4,3484,3480110.38%0
Brown Forman(BF-A)6,8046,8040000.08%0
Mondelez Intl Inc(MDLZ)4,3764,3760000.11%0
Capital One(COF)9509500000.08%0
ESAB Corp(ESAB)3,1373,038-99000.14%-0
Liberty Global cl C(LBTYA)7,8207,8200000.04%-0
META(META)7907900000.20%-0
Oracle Corp(ORCL)22,36622,3660331.49%-0
Disney Company(DIS)22,41622,311-105220.97%-0
White Mountains
COM
1001000000.09%-0
Liberty Global cl A(LBTYA)5,6514,414-1,237000.02%-0
Cable One Inc.2150-21500-0
Willis Tower Watson(WTW)8178170000.10%-0
Fiserv Inc(FISV)3,3993,369-30000.07%-0
Wynn Resorts(WYNN)5,8115,8110110.26%-0
Warner Brothers Discovery,inc(WBD)50,36350,3630110.61%-0
FTI Consulting, Inc.(FCN)1,6701,6700000.11%-0
Enovis Corp(ENOV)2,1590-2,15900-0
Liberty Broadband cl C(LBRDA)3,3243,3240000.05%-0
Lowes(LOW)4,0264,0260110.40%-0
Comcast(CCZ)16,03015,630-400000.17%-0
Raytheon Technologies Corp(RTX)27,94327,9430552.41%-0
Abbott Laboratories8,7308,7300110.36%-0
ATT(T)14,07714,0770000.13%-0
Idexx Labs Inc(IDXX)3,4913,486-5220.83%-0
Medtronic(MDT)20,70020,7000220.74%-0
Jefferies Financial(JEF)18,48019,080+600110.43%-0
Leidos Holdings Inc(LDOS)4,1104,1100100.19%-0
PepsiCo(PEP)15,55215,481-71220.95%-0
McDonald's(MCD)10,27310,274+1331.26%-0
Imperial Metals Corp1,734,3131,732,813-1,5001083.45%-2
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