Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$177.5K
Total Bought
$942
Total Sold
$14.5K
Net Transaction
-$13.6K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Beckshire Hathaway107,844107,729-115384525.52%+7
Markel Corp(MKL)15,86615,741-125232413.49%+1
Disney Company(DIS)25,21525,185-30231.74%+1
Microsoft Corp(MSFT)15,02114,944-77663.54%+1
Alphabet Inc. Class A(GOOG)50,47050,080-390784.26%+1
IBM Corp(IBM)17,74117,666-75331.90%0
Oracle Corp(ORCL)22,19222,1920231.57%0
Mettler Toledo Intl(MTD)1,8901,8900231.42%0
Abbvie Inc(ABBV)16,07915,844-235231.63%0
Raytheon Technologies Corp(RTX)30,04129,714-327331.63%0
Mohawk Industries(MHK)12,51312,378-135120.91%0
Alphabet Inc. Class C(GOOG)32,02031,530-490552.70%0
American Express(AXP)6,8846,8840120.88%0
JPMorgan Chase & Co(JPM)8,9368,9360221.01%0
Eaton Corp(ETN)3,4573,462+5110.61%0
General Dynamics Corp(GD)8,4518,441-10221.34%0
Lowes(LOW)5,3205,3200110.76%0
Echostar Corp(ECHO)011,152+11,152000.09%0
Amazon(AMZN)5,1605,152-8110.52%0
Lincoln Electric Holdings(LECO)2,9952,9950110.43%0
ESAB Corp(ESAB)4,6564,623-33010.29%0
Berkley W R Corp6,0666,0660010.30%0
Goldman Sachs Group Inc.(GS)4,6304,530-100221.07%0
Medtronic(MDT)24,06023,950-110221.18%0
CSX Corp(CSX)42,68942,710+21120.89%0
Fiserv Inc(FISV)3,7403,7400010.34%0
Affiliated Managers6,0396,0390110.57%0
Sysco Corp(SYY)12,16312,093-70110.55%0
Coca Cola Co(KO)42,90342,803-100331.48%0
Leidos Holdings Inc(LDOS)4,7674,617-150110.34%0
Wells Fargo(WFC)24,68622,436-2,250110.73%0
PepsiCo(PEP)16,12116,1210331.59%0
Danaher Corp(DHR)4,3734,3730110.62%0
Cigna Corp(CI)1,2231,220-3000.25%0
Vistaprint NV Cimpress9,0259,0250110.45%0
Wynn Resorts(WYNN)8,5168,5160110.48%0
Mastercard(MA)1,1801,1800110.32%0
Everest Re Group Inc(EG)2,3502,252-98110.50%0
Advande Auto Parts(AAP)2,5502,5500000.12%0
Bank of America23,72022,665-1,055110.48%0
Proctor & Gamble Co(PG)4,2124,162-50110.38%0
Jefferies Financial(JEF)14,88514,8850110.37%0
Colgate Palmolive(CL)4,8874,8870000.25%0
Cedar Fair17,87517,8750110.42%0
Abbott Laboratories9,2149,2140110.59%0
Canadian National Railway(CNI)8,1618,011-150110.59%0
Enovis Corp(ENOV)4,7884,755-33000.17%0
Willis Tower Watson(WTW)8268260000.13%0
Credit Acceptance Corp(CACC)1,3121,3120110.41%0
Booking Holdings Inc(BKNG)609602-7221.23%0
ATT(T)28,02528,0250000.28%0
Moodys Corp(MCO)7,8657,8650331.74%0
FTI Consulting, Inc.(FCN)1,6701,6700000.20%0
SEI Investments(SEIC)4,3004,000-300000.16%0
Imperial Metals Corp1,732,8951,758,195+25,300331.58%0
Ascent Industries Corp15,23815,2380000.09%0
Johnson & Johnson(JNJ)24,17324,001-172442.14%0
Liberty Media Sirius C7,9627,828-134000.13%0
Liberty Media Sirius A4,1313,736-395000.06%-0
Comcast(CCZ)19,28019,2800110.47%-0
Kraft Heintz Co(KHC)10,79810,532-266000.22%-0
Mondelez Intl Inc(MDLZ)5,4805,4800000.22%-0
Keurig Dr. Pepper(KDP)5,8705,8700000.10%-0
Liberty Global cl A(LBTYA)9,2198,510-709000.08%-0
Liberty Global cl C(LBTYA)11,41810,674-744000.11%-0
Apple Inc(AAPL)1,6001,6000000.15%-0
Paramount Global11,14710,928-219000.07%-0
Brown Forman(BF-A)6,8046,8040000.20%-0
United Parcel Service Inc(UPS)5,2515,2510110.44%-0
Idexx Labs Inc(IDXX)3,7053,695-10221.12%-0
Intel(INTC)13,38213,3820110.33%-0
Philip Morris Intl(PM)41,00141,0010442.12%-0
Cable One Inc.7527520000.18%-0
Liberty Broadband cl C(LBRDA)4,2734,229-44000.14%-0
Walgreens23,81923,015-804100.28%-0
McDonald's(MCD)10,56810,5680331.68%-0
Howard Hughs12,09311,992-101110.49%-0
AB Inbev(BUD)24,83123,566-1,265210.81%-0
Dish Network29,9870-29,98700-0
John Marshall Bancorp39,60039,6000110.40%-0
Warner Brothers Discovery,inc(WBD)69,34368,032-1,311110.33%-0
Boeing Company(BA)3,7053,7050110.40%-0
META(META)287810+523100.22%-0
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