Fund Holdings

Citadel Investment Advisory, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Johnson & Johnson(JNJ)23,23623,053-1834,8095,6352.69%+826
Everest Re Group Inc(EG)01,960+1,96006410.31%+641
Coca Cola Co(KO)39,60338,503-1,1002,7692,9281.40%+159
PepsiCo(PEP)15,76815,552-2162,2632,4151.15%+152
Raytheon Technologies Corp(RTX)28,56327,943-6205,2385,3902.57%+152
CSX Corp(CSX)38,86037,660-1,2001,4091,5460.74%+137
Philip Morris Intl(PM)39,58039,030-5506,3496,4533.08%+104
Eaton Corp(ETN)3,2443,144-1001,0331,1250.54%+92
ATT(T)14,07714,07703504080.19%+58
Vistaprint NV Cimpress8,5758,57505716260.30%+55
AB Inbev(BUD)16,95016,383-5671,0851,1360.54%+51
Radiant Logistics33,05233,05202092330.11%+24
General Dynamics Corp(GD)8,4118,295-1162,8322,8471.36%+15
Colgate Palmolive(CL)3,3973,297-1002682810.13%+13
White Mountains
COM
10010002082200.11%+12
FTI Consulting, Inc.(FCN)1,6701,67002852950.14%+10
Liberty Broadband cl C(LBRDA)3,3243,32401621670.08%+5
Liberty Global cl A(LBTYA)5,6515,651063680.03%+5
Mondelez Intl Inc(MDLZ)4,5954,376-2192472520.12%+5
Liberty Global cl C(LBTYA)7,9677,820-14788920.04%+4
Brown Forman(BF-A)6,8046,80401771800.09%+3
Jefferies Financial(JEF)18,48018,48001,1451,1450.55%0
Sirius XM Holdings(SIRI)7,3967,39601481480.07%0
Cable One Inc.215215024200.01%-4
Cigna Corp(CI)1,0841,081-32982880.14%-10
John Marshall Bancorp38,20037,200-1,0007647540.36%-10
United Parcel Service Inc(UPS)3,8783,753-1253853690.18%-16
Pinnacle Financial Partners1,9091,90901821640.08%-18
SEI Investments(SEIC)3,9403,890-503233050.15%-18
McDonald's(MCD)10,51410,273-2413,2133,1931.52%-20
MSCI Inc(MSCI)58558503363150.15%-21
Keurig Dr. Pepper(KDP)7,7957,445-3502181960.09%-22
Enovis Corp(ENOV)2,7572,159-59873490.02%-24
Comcast(CCZ)16,23016,030-2004854600.22%-25
Canadian National Railway(CNI)7,7117,161-5507627360.35%-26
Lincoln Electric Holdings(LECO)1,4211,261-1603403140.15%-26
Apple Inc(AAPL)1,5001,50004083810.18%-27
Willis Tower Watson(WTW)81781702682380.11%-30
Proctor & Gamble Co(PG)3,6753,358-3175274850.23%-42
Fiserv Inc(FISV)3,5503,399-1512381900.09%-48
Sysco Corp(SYY)9,7889,401-3877216710.32%-50
Capital One(COF)95095002301730.08%-57
Boeing Company(BA)3,4953,49507596960.33%-63
ESAB Corp(ESAB)3,2863,137-1493673030.14%-64
META(META)79079005214520.22%-69
Affiliated Managers6,4526,45201,8601,7850.85%-75
Mastercard(MA)1,1551,15506595770.28%-82
Lowes(LOW)4,3354,026-3091,0459510.45%-94
Credit Acceptance Corp(CACC)2,6502,525-1251,1751,0690.51%-106
Leidos Holdings Inc(LDOS)4,1774,110-677546390.30%-115
Wynn Resorts(WYNN)5,9615,811-1507175900.28%-127
Berkley W R Corp29,69329,468-2252,0821,9530.93%-129
Amazon(AMZN)4,7324,612-1201,0929610.46%-131
Warner Brothers Discovery,inc(WBD)52,57250,363-2,2091,5151,3830.66%-132
Kraft Heintz Co(KHC)6,7530-6,7531640-164
Danaher Corp(DHR)4,3484,34809958240.39%-171
Bank of America21,73520,735-1,0001,1951,0110.48%-184
Howard Hughs11,69211,69209337400.35%-193
Mohawk Industries(MHK)10,6619,852-8091,1659700.46%-195
Mettler Toledo Intl(MTD)1,7001,70002,3702,1441.02%-226
Abbott Laboratories8,9648,730-2341,1238960.43%-227
Medtronic(MDT)21,31620,700-6162,0481,7940.86%-254
Goldman Sachs Group Inc.(GS)4,2624,115-1473,7463,4811.66%-265
JPMorgan Chase & Co(JPM)8,5998,422-1772,7712,4771.18%-294
Abbvie Inc(ABBV)18,29117,858-4334,1793,8841.85%-295
Wells Fargo(WFC)20,14119,775-3661,8771,5740.75%-303
Idexx Labs Inc(IDXX)3,6823,491-1912,3461,9620.94%-384
Disney Company(DIS)22,63622,416-2202,5752,1601.03%-415
American Express(AXP)6,0325,832-2002,2321,7640.84%-468
Booking Holdings Inc(BKNG)57357303,0692,4131.15%-656
Moodys Corp(MCO)7,7027,427-2753,9343,2401.55%-694
Everest Re Group Inc(EG)2,1270-2,1277220-722
Alphabet Inc. Class C(GOOG)27,84527,730-1158,7387,9553.80%-783
IBM Corp(IBM)17,17516,875-3005,0874,0901.95%-997
Oracle Corp(ORCL)23,15022,366-7844,5123,2901.57%-1,222
Alphabet Inc. Class A(GOOG)47,53446,844-69014,87813,4706.43%-1,408
Microsoft Corp(MSFT)14,91714,568-3497,2145,3932.57%-1,821
Beckshire Hathaway105,812104,930-88253,18750,28224.00%-2,905
Imperial Metals Corp1,748,3401,734,313-14,02712,7669,6434.60%-3,123
Markel Corp(MKL)15,61915,242-37733,57529,17413.92%-4,401
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