Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$203.8K
Total Bought
$10.0K
Total Sold
$11.1K
Net Transaction
-$1.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Beckshire Hathaway109,355109,270-85505828.56%+9
Markel Corp(MKL)15,93916,014+75283014.69%+2
Philip Morris Intl(PM)41,39141,3910573.22%+2
Imperial Metals Corp1,763,5621,851,453+87,891241.76%+1
Abbvie Inc(ABBV)18,38118,456+75341.90%+1
Johnson & Johnson(JNJ)24,53124,582+51442.00%+1
IBM Corp(IBM)17,71617,7160442.16%+1
Raytheon Technologies Corp(RTX)30,06930,0690341.95%+1
Coca Cola Co(KO)43,08743,028-59331.51%0
AB Inbev(BUD)2,25722,207+19,950110.67%0
McDonald's(MCD)11,19911,200+1331.72%0
Medtronic(MDT)23,61523,585-30221.04%0
Credit Acceptance Corp(CACC)2,8022,959+157120.75%0
Abbott Laboratories9,6149,6140110.63%0
Berkley W R Corp9,0969,0960110.32%0
General Dynamics Corp(GD)8,9068,9060221.20%0
ATT(T)16,53716,037-500000.22%0
Cigna Corp(CI)1,1311,1310000.18%0
JPMorgan Chase & Co(JPM)8,8868,8860221.07%0
Mondelez Intl Inc(MDLZ)4,8704,8700000.16%0
Liberty Broadband cl C(LBRDA)3,6613,6610000.15%0
Fiserv Inc(FISV)3,6403,550-90110.38%0
Wells Fargo(WFC)21,04121,0410120.74%0
Keurig Dr. Pepper(KDP)6,0456,445+400000.11%0
Intel(INTC)11,48511,285-200000.13%0
Mastercard(MA)1,1551,1550110.31%0
Ascent Industries Corp14,70114,7010000.09%0
Willis Tower Watson(WTW)8268260000.14%0
Idexx Labs Inc(IDXX)3,6603,635-25220.75%0
Proctor & Gamble Co(PG)4,1624,1620110.35%0
Warner Brothers Discovery,inc(WBD)55,36455,3640110.29%0
Lincoln Electric Holdings(LECO)2,3452,3450000.22%0
Everest Re Group Inc(EG)2,2272,2270110.40%0
Echostar Corp(ECHO)4,9824,9820000.06%0
Enovis Corp(ENOV)3,0553,0550000.07%0
Paramount Global8,0907,012-1,078000.04%-0
White Mountains
COM
1001000000.09%-0
Kraft Heintz Co(KHC)7,6167,547-69000.11%-0
Sirius XM Holdings(SIRI)9,3109,163-147000.10%-0
Colgate Palmolive(CL)4,3974,197-200000.19%-0
META(META)8108100000.23%-0
Comcast(CCZ)17,88017,8800110.32%-0
Pinnacle Financial Partners1,9091,9090000.10%-0
Liberty Global cl A(LBTYA)7,1586,364-794000.04%-0
Advance Auto Parts(AAP)2,3002,3000000.04%-0
SEI Investments(SEIC)3,9403,9400000.15%-0
Liberty Global cl C(LBTYA)9,6838,777-906000.05%-0
Wynn Resorts(WYNN)6,2866,211-75110.25%-0
Boeing Company(BA)3,5853,5850110.30%-0
Brown Forman(BF-A)6,8046,8040000.11%-0
Canadian National Railway(CNI)7,9617,9610110.38%-0
ESAB Corp(ESAB)4,0263,860-166000.22%-0
Howard Hughs11,99211,9920110.44%-0
PepsiCo(PEP)16,67116,6710331.23%-0
Leidos Holdings Inc(LDOS)4,5174,5170110.30%-0
Sysco Corp(SYY)11,87611,526-350110.42%-0
FTI Consulting, Inc.(FCN)1,6701,6700000.13%-0
Apple Inc(AAPL)1,6001,6000000.17%-0
Bank of America21,89521,8950110.45%-0
Mohawk Industries(MHK)12,74812,848+100210.72%-0
Moodys Corp(MCO)7,9857,9850441.82%-0
Cable One Inc.6756750000.09%-0
Lowes(LOW)4,9704,9700110.57%-0
United Parcel Service Inc(UPS)4,7564,656-100110.25%-0
Affiliated Managers5,8895,939+50110.49%-0
Mettler Toledo Intl(MTD)1,8701,8700221.08%-0
Danaher Corp(DHR)4,3734,3730110.44%-0
Goldman Sachs Group Inc.(GS)4,4104,4100321.18%-0
CSX Corp(CSX)44,66044,6600110.64%-0
John Marshall Bancorp39,40040,100+700110.32%-0
Booking Holdings Inc(BKNG)597615+18331.39%-0
Amazon(AMZN)5,0725,0720110.47%-0
Eaton Corp(ETN)3,4573,4570110.46%-0
Vistaprint NV Cimpress8,6758,6750100.19%-0
American Express(AXP)6,8846,709-175220.89%-0
Disney Company(DIS)25,23225,362+130331.23%-0
Jefferies Financial(JEF)14,78515,285+500110.40%-0
Oracle Corp(ORCL)22,83123,981+1,150431.65%-0
Cedar Fair49,90251,172+1,270220.90%-1
Microsoft Corp(MSFT)15,84615,881+35762.93%-1
Alphabet Inc. Class C(GOOG)30,11529,165-950652.24%-1
Alphabet Inc. Class A(GOOG)49,72051,060+1,340983.87%-2
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