Fund Holdings — Citadel Investment Advisory, Inc.

Total Portfolio Value
$209.5K
Total Bought
$0
Total Sold
$23.8K
Net Transaction
-$23.8K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Johnson & Johnson(JNJ)23,23623,053-183562.69%+1
Coca Cola Co(KO)39,60338,503-1,100331.40%0
PepsiCo(PEP)15,76815,552-216221.15%0
Raytheon Technologies Corp(RTX)28,56327,943-620552.57%0
CSX Corp(CSX)38,86037,660-1,200120.74%0
Philip Morris Intl(PM)39,58039,030-550663.08%0
Eaton Corp(ETN)3,2443,144-100110.54%0
ATT(T)14,07714,0770000.19%0
Vistaprint NV Cimpress8,5758,5750110.30%0
AB Inbev(BUD)16,95016,383-567110.54%0
Radiant Logistics33,05233,0520000.11%0
General Dynamics Corp(GD)8,4118,295-116331.36%0
Colgate Palmolive(CL)3,3973,297-100000.13%0
White Mountains
COM
1001000000.11%0
FTI Consulting, Inc.(FCN)1,6701,6700000.14%0
Liberty Broadband cl C(LBRDA)3,3243,3240000.08%0
Liberty Global cl A(LBTYA)5,6515,6510000.03%0
Mondelez Intl Inc(MDLZ)4,5954,376-219000.12%0
Liberty Global cl C(LBTYA)7,9677,820-147000.04%0
Brown Forman(BF-A)6,8046,8040000.09%0
Jefferies Financial(JEF)18,48018,4800110.55%0
Sirius XM Holdings(SIRI)7,3967,3960000.07%0
Cable One Inc.(CABO)2152150000.01%-0
Cigna Corp(CI)1,0841,081-3000.14%-0
John Marshall Bancorp(JMSB)38,20037,200-1,000110.36%-0
United Parcel Service Inc(UPS)3,8783,753-125000.18%-0
Pinnacle Financial Partners1,9091,9090000.08%-0
SEI Investments(SEIC)3,9403,890-50000.15%-0
McDonald's(MCD)10,51410,273-241331.52%-0
MSCI Inc(MSCI)5855850000.15%-0
Keurig Dr. Pepper(KDP)7,7957,445-350000.09%-0
Enovis Corp(ENOV)2,7572,159-598000.02%-0
Comcast(CCZ)16,23016,030-200000.22%-0
Canadian National Railway(CNI)7,7117,161-550110.35%-0
Lincoln Electric Holdings(LECO)1,4211,261-160000.15%-0
Apple Inc(AAPL)1,5001,5000000.18%-0
Willis Tower Watson(WTW)8178170000.11%-0
Proctor & Gamble Co(PG)3,6753,358-317100.23%-0
Fiserv Inc(FISV)3,5503,399-151000.09%-0
Sysco Corp(SYY)9,7889,401-387110.32%-0
Capital One(COF)9509500000.08%-0
Boeing Company(BA)3,4953,4950110.33%-0
ESAB Corp(ESAB)3,2863,137-149000.14%-0
META(META)7907900100.22%-0
Affiliated Managers6,4526,4520220.85%-0
Everest Re Group Inc(EG)2,1271,960-167110.31%-0
Mastercard(MA)1,1551,1550110.28%-0
Lowes(LOW)4,3354,026-309110.45%-0
Credit Acceptance Corp(CACC)2,6502,525-125110.51%-0
Leidos Holdings Inc(LDOS)4,1774,110-67110.30%-0
Wynn Resorts(WYNN)5,9615,811-150110.28%-0
Berkley W R Corp29,69329,468-225220.93%-0
Amazon(AMZN)4,7324,612-120110.46%-0
Warner Brothers Discovery,inc(WBD)52,57250,363-2,209210.66%-0
Kraft Heintz Co(KHC)6,7530-6,75300—-0
Danaher Corp(DHR)4,3484,3480110.39%-0
Bank of America21,73520,735-1,000110.48%-0
Howard Hughs11,69211,6920110.35%-0
Mohawk Industries(MHK)10,6619,852-809110.46%-0
Mettler Toledo Intl(MTD)1,7001,7000221.02%-0
Abbott Laboratories8,9648,730-234110.43%-0
Medtronic(MDT)21,31620,700-616220.86%-0
Goldman Sachs Group Inc.(GS)4,2624,115-147431.66%-0
JPMorgan Chase & Co(JPM)8,5998,422-177321.18%-0
Abbvie Inc(ABBV)18,29117,858-433441.85%-0
Wells Fargo(WFC)20,14119,775-366220.75%-0
Idexx Labs Inc(IDXX)3,6823,491-191220.94%-0
Disney Company(DIS)22,63622,416-220321.03%-0
American Express(AXP)6,0325,832-200220.84%-0
Booking Holdings Inc(BKNG)5735730321.15%-1
Moodys Corp(MCO)7,7027,427-275431.55%-1
Alphabet Inc. Class C(GOOG)27,84527,730-115983.80%-1
IBM Corp(IBM)17,17516,875-300541.95%-1
Oracle Corp(ORCL)23,15022,366-784531.57%-1
Alphabet Inc. Class A(GOOG)47,53446,844-69015136.43%-1
Microsoft Corp(MSFT)14,91714,568-349752.57%-2
Beckshire Hathaway105,812104,930-882535024.00%-3
Imperial Metals Corp1,748,3401,734,313-14,02713104.60%-3
Markel Corp(MKL)15,61915,242-377342913.92%-4
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Citadel Investment Advisory, Inc. — 13F Holdings — Q1 2026 | TickerTrail