Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$175.9K
Total Bought
$223
Total Sold
$8.5K
Net Transaction
-$8.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Alphabet Inc. Class A(GOOG)50,08050,020-60895.18%+2
Alphabet Inc. Class C(GOOG)31,53031,330-200563.27%+1
Markel Corp(MKL)15,74115,714-27242514.08%+1
Philip Morris Intl(PM)41,00141,0010442.36%0
Microsoft Corp(MSFT)14,94414,9440673.80%0
Oracle Corp(ORCL)22,19222,1920331.78%0
Cedar Fair17,87517,925+50110.55%0
Moodys Corp(MCO)7,8657,8650331.88%0
Booking Holdings Inc(BKNG)6026020221.36%0
Goldman Sachs Group Inc.(GS)4,5304,5300221.16%0
Mettler Toledo Intl(MTD)1,8901,875-15331.49%0
Coca Cola Co(KO)42,80342,528-275331.54%0
Jefferies Financial(JEF)14,88514,8850110.42%0
Raytheon Technologies Corp(RTX)29,71429,7140331.70%0
Leidos Holdings Inc(LDOS)4,6174,6170110.38%0
Amazon(AMZN)5,1525,1520110.57%0
General Dynamics Corp(GD)8,4418,4410221.39%0
Apple Inc(AAPL)1,6001,6000000.19%0
American Express(AXP)6,8846,8840220.91%0
Bank of America22,66522,065-600110.50%0
JPMorgan Chase & Co(JPM)8,9368,9360221.03%0
Keurig Dr. Pepper(KDP)5,8705,845-25000.11%0
META(META)8108100000.23%0
Proctor & Gamble Co(PG)4,1624,1620110.39%0
FTI Consulting, Inc.(FCN)1,6701,6700000.20%0
Eaton Corp(ETN)3,4623,457-5110.62%0
Danaher Corp(DHR)4,3734,3730110.62%0
Ascent Industries Corp15,23815,201-37000.08%-0
Willis Tower Watson(WTW)8268260000.12%-0
Liberty Global cl C(LBTYA)10,6749,921-753000.10%-0
Liberty Global cl A(LBTYA)8,5107,522-988000.07%-0
John Marshall Bancorp39,60039,6000110.39%-0
Vistaprint NV Cimpress9,0258,875-150110.44%-0
Echostar Corp(ECHO)11,1527,559-3,593000.08%-0
SEI Investments(SEIC)4,0004,0000000.15%-0
Imperial Metals Corp1,758,1951,756,795-1,400331.58%-0
Liberty Broadband cl C(LBRDA)4,2293,873-356000.12%-0
Wells Fargo(WFC)22,43621,391-1,045110.72%-0
Liberty Media Sirius A3,7363,575-161000.04%-0
Paramount Global10,9289,270-1,658000.05%-0
Everest Re Group Inc(EG)2,2522,2520110.49%-0
Boeing Company(BA)3,7053,7050110.38%-0
Fiserv Inc(FISV)3,7403,7400110.32%-0
Mastercard(MA)1,1801,1800110.30%-0
Credit Acceptance Corp(CACC)1,3121,3120110.38%-0
Colgate Palmolive(CL)4,8874,547-340000.22%-0
Cigna Corp(CI)1,2201,179-41000.22%-0
Advance Auto Parts(AAP)2,5502,525-25000.09%-0
Brown Forman(BF-A)6,8046,8040000.17%-0
Berkley W R Corp6,0666,0660100.27%-0
Liberty Media Sirius C7,8287,690-138000.10%-0
Mondelez Intl Inc(MDLZ)5,4804,870-610000.18%-0
Affiliated Managers6,0396,0390110.54%-0
Cable One Inc.752688-64000.14%-0
United Parcel Service Inc(UPS)5,2515,126-125110.40%-0
AB Inbev(BUD)23,56623,154-412110.77%-0
Abbott Laboratories9,2149,2140110.54%-0
ESAB Corp(ESAB)4,6234,390-233100.24%-0
Howard Hughs11,99211,892-100110.44%-0
Kraft Heintz Co(KHC)10,5328,724-1,808000.16%-0
Canadian National Railway(CNI)8,0118,0110110.54%-0
Comcast(CCZ)19,28018,280-1,000110.41%-0
Sysco Corp(SYY)12,09312,056-37110.49%-0
Enovis Corp(ENOV)4,7553,594-1,161000.09%-0
Warner Brothers Discovery,inc(WBD)68,03261,366-6,666100.26%-0
CSX Corp(CSX)42,71042,7100210.81%-0
PepsiCo(PEP)16,12116,1210331.51%-0
Abbvie Inc(ABBV)15,84415,8440331.55%-0
ATT(T)28,02516,726-11,299000.18%-0
Intel(INTC)13,38213,057-325100.23%-0
Lowes(LOW)5,3205,270-50110.66%-0
Idexx Labs Inc(IDXX)3,6953,6950221.02%-0
Wynn Resorts(WYNN)8,5167,261-1,255110.37%-0
Medtronic(MDT)23,95023,9500221.07%-0
Mohawk Industries(MHK)12,37812,3780210.80%-0
Walgreens23,01519,815-3,200000.14%-0
Lincoln Electric Holdings(LECO)2,9952,595-400100.28%-0
McDonald's(MCD)10,56810,5680331.53%-0
Johnson & Johnson(JNJ)24,00124,0010441.99%-0
IBM Corp(IBM)17,66617,6660331.74%-0
Disney Company(DIS)25,18524,876-309321.40%-1
Beckshire Hathaway107,729107,719-10454424.91%-1
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