Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$206.5K
Total Bought
$1.7K
Total Sold
$24.2K
Net Transaction
-$22.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Imperial Metals Corp1,851,4531,769,437-82,016463.03%+3
Oracle Corp(ORCL)23,98123,150-831352.45%+2
Microsoft Corp(MSFT)15,88114,927-954673.60%+1
Markel Corp(MKL)16,01415,437-577303114.93%+1
Alphabet Inc. Class A(GOOG)51,06049,730-1,330894.24%+1
IBM Corp(IBM)17,71617,185-531452.45%+1
Philip Morris Intl(PM)41,39139,580-1,811773.49%+1
Goldman Sachs Group Inc.(GS)4,4104,262-148231.46%+1
Booking Holdings Inc(BKNG)615593-22331.66%+1
Alphabet Inc. Class C(GOOG)29,16529,015-150552.49%+1
Idexx Labs Inc(IDXX)3,6353,682+47220.96%0
Disney Company(DIS)25,36223,224-2,138331.39%0
MSCI Inc(MSCI)0580+580000.16%0
JPMorgan Chase & Co(JPM)8,8868,599-287221.21%0
Affiliated Managers5,9396,449+510110.61%0
Eaton Corp(ETN)3,4573,244-213110.56%0
Capital One(COF)0950+950000.10%0
Raytheon Technologies Corp(RTX)30,06928,571-1,498442.02%0
Jefferies Financial(JEF)15,28518,420+3,135110.49%0
Moodys Corp(MCO)7,9857,702-283441.87%0
META(META)8108100010.29%0
Bank of America21,89521,8950110.50%0
Boeing Company(BA)3,5853,495-90110.35%0
American Express(AXP)6,7096,032-677220.93%0
Wells Fargo(WFC)21,04120,341-700220.79%0
AB Inbev(BUD)22,20721,369-838110.71%0
Amazon(AMZN)5,0724,772-300110.51%0
Leidos Holdings Inc(LDOS)4,5174,367-150110.33%0
John Marshall Bancorp40,10038,300-1,800110.34%0
SEI Investments(SEIC)3,9403,9400000.17%0
Wynn Resorts(WYNN)6,2115,961-250110.27%0
Keurig Dr. Pepper(KDP)6,4457,845+1,400000.13%0
Canadian National Railway(CNI)7,9617,711-250110.39%0
Liberty Broadband cl C(LBRDA)3,6613,412-249000.16%0
CSX Corp(CSX)44,66040,910-3,750110.65%0
Mastercard(MA)1,1551,1550110.31%0
General Dynamics Corp(GD)8,9068,411-495221.19%0
Vistaprint NV Cimpress8,6758,575-100000.20%0
Warner Brothers Discovery,inc(WBD)55,36452,679-2,685110.29%0
Berkley W R Corp9,0968,928-168110.32%0
Pinnacle Financial Partners1,9091,9090000.10%0
Paramount Global7,0126,738-274000.04%0
Cigna Corp(CI)1,1311,1310000.18%0
Echostar Corp(ECHO)4,9824,9820000.06%0
ESAB Corp(ESAB)3,8603,727-133000.22%-0
Ascent Industries Corp14,70114,7010000.09%-0
FTI Consulting, Inc.(FCN)1,6701,6700000.13%-0
Liberty Global cl A(LBTYA)6,3646,107-257000.03%-0
Sirius XM Holdings(SIRI)9,1638,491-672000.09%-0
Mondelez Intl Inc(MDLZ)4,8704,699-171000.15%-0
White Mountains
COM
1001000000.09%-0
Intel(INTC)11,28510,710-575000.12%-0
Liberty Global cl C(LBTYA)8,7777,967-810000.04%-0
Apple Inc(AAPL)1,6001,6000000.16%-0
Willis Tower Watson(WTW)826817-9000.12%-0
Colgate Palmolive(CL)4,1973,997-200000.18%-0
ATT(T)16,03714,531-1,506000.20%-0
Danaher Corp(DHR)4,3734,348-25110.42%-0
Abbott Laboratories9,61490,164+80,550110.60%-0
Kraft Heintz Co(KHC)7,5477,298-249000.09%-0
Enovis Corp(ENOV)3,0552,889-166000.04%-0
Cedar Fair51,17258,487+7,315220.86%-0
Brown Forman(BF-A)6,8046,8040000.09%-0
Sysco Corp(SYY)11,52610,588-938110.39%-0
United Parcel Service Inc(UPS)4,6564,431-225100.22%-0
Proctor & Gamble Co(PG)4,1624,012-150110.31%-0
Comcast(CCZ)17,88016,430-1,450110.28%-0
Everest Re Group Inc(EG)2,2272,127-100110.35%-0
Advance Auto Parts(AAP)2,3000-2,30000-0
Howard Hughs11,99211,792-200110.39%-0
Cable One Inc.675610-65000.04%-0
Lincoln Electric Holdings(LECO)2,3451,571-774000.16%-0
Mohawk Industries(MHK)12,84812,871+23110.65%-0
Credit Acceptance Corp(CACC)2,9592,702-257210.67%-0
Medtronic(MDT)23,58522,436-1,149220.95%-0
Fiserv Inc(FISV)3,5503,5500110.30%-0
Lowes(LOW)4,9704,420-550110.48%-0
Mettler Toledo Intl(MTD)1,8701,710-160220.97%-0
Coca Cola Co(KO)43,02840,403-2,625331.38%-0
PepsiCo(PEP)16,67115,968-703321.02%-0
McDonald's(MCD)11,20010,526-674331.49%-0
Abbvie Inc(ABBV)18,45618,316-140431.65%-0
Johnson & Johnson(JNJ)24,58223,471-1,111441.74%-0
Beckshire Hathaway109,270105,415-3,855585024.45%-8
Page 1 of 1