Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$190.2K
Total Bought
$13.3K
Total Sold
$4.4K
Net Transaction
+$8.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Beckshire Hathaway107,719109,017+1,298445026.38%+6
Philip Morris Intl(PM)41,00141,491+490452.65%+1
IBM Corp(IBM)17,66617,626-40342.05%+1
Oracle Corp(ORCL)22,19222,567+375342.02%+1
Raytheon Technologies Corp(RTX)29,71430,139+425341.92%+1
McDonald's(MCD)10,56810,993+425331.76%+1
Mohawk Industries(MHK)12,37812,778+400121.08%+1
Abbvie Inc(ABBV)15,84416,244+400331.69%0
Johnson & Johnson(JNJ)24,00124,501+500442.09%0
Moodys Corp(MCO)7,8657,8650341.96%0
Coca Cola Co(KO)42,52843,178+650331.63%0
Medtronic(MDT)23,95024,200+250221.15%0
American Express(AXP)6,8846,8840220.98%0
Sirius XM Holdings(SIRI)09,310+9,310000.12%0
General Dynamics Corp(GD)8,4418,821+380231.40%0
Imperial Metals Corp1,756,7951,762,570+5,775331.57%0
Markel Corp(MKL)15,71415,909+195252513.12%0
Mettler Toledo Intl(MTD)1,8751,8750331.48%0
Lowes(LOW)5,2704,970-300110.71%0
Goldman Sachs Group Inc.(GS)4,5304,495-35221.17%0
Jefferies Financial(JEF)14,88514,8850110.48%0
Howard Hughs11,89211,992+100110.49%0
Abbott Laboratories9,2149,714+500110.58%0
PepsiCo(PEP)16,12116,521+400331.48%0
AB Inbev(BUD)23,15422,432-722110.78%0
Booking Holdings Inc(BKNG)602598-4231.32%0
Danaher Corp(DHR)4,3734,3730110.64%0
Fiserv Inc(FISV)3,7403,7400110.35%0
Affiliated Managers6,0395,889-150110.55%0
CSX Corp(CSX)42,71044,360+1,650120.81%0
John Marshall Bancorp39,60039,800+200110.41%0
JPMorgan Chase & Co(JPM)8,9368,9360220.99%0
Sysco Corp(SYY)12,05611,976-80110.49%0
Colgate Palmolive(CL)4,5474,447-100000.24%0
Liberty Broadband cl C(LBRDA)3,8733,661-212000.15%0
Idexx Labs Inc(IDXX)3,6953,685-10220.98%0
Leidos Holdings Inc(LDOS)4,6174,517-100110.39%0
Comcast(CCZ)18,28018,530+250110.41%0
META(META)8108100000.24%0
Mastercard(MA)1,1801,155-25110.30%0
ATT(T)16,72616,7260000.19%0
Brown Forman(BF-A)6,8046,8040000.18%0
Mondelez Intl Inc(MDLZ)4,8704,8700000.19%0
Berkley W R Corp6,0669,096+3,030010.27%0
ESAB Corp(ESAB)4,3904,258-132000.24%0
Liberty Global cl C(LBTYA)9,9219,9210000.11%0
Apple Inc(AAPL)1,6001,6000000.20%0
Proctor & Gamble Co(PG)4,1624,1620110.38%0
Keurig Dr. Pepper(KDP)5,8456,045+200000.12%0
Echostar Corp(ECHO)7,5596,680-879000.09%0
Willis Tower Watson(WTW)8268260000.13%0
FTI Consulting, Inc.(FCN)1,6701,6700000.20%0
Cigna Corp(CI)1,1791,1790000.21%0
Liberty Global cl A(LBTYA)7,5227,058-464000.08%0
Warner Brothers Discovery,inc(WBD)61,36657,505-3,861000.25%0
Kraft Heintz Co(KHC)8,7248,465-259000.16%0
United Parcel Service Inc(UPS)5,1265,256+130110.38%0
Everest Re Group Inc(EG)2,2522,227-25110.46%0
SEI Investments(SEIC)4,0003,940-60000.14%0
Lincoln Electric Holdings(LECO)2,5952,5950000.26%0
Eaton Corp(ETN)3,4573,4570110.57%0
Ascent Industries Corp15,20115,2010000.08%-0
Paramount Global9,2708,873-397000.05%-0
Wynn Resorts(WYNN)7,2616,761-500110.34%-0
Cable One Inc.6886880000.13%-0
Bank of America22,06521,920-145110.46%-0
Canadian National Railway(CNI)8,0118,0110110.49%-0
Enovis Corp(ENOV)3,5943,197-397000.07%-0
Disney Company(DIS)24,87625,351+475221.28%-0
Microsoft Corp(MSFT)14,94415,444+500773.49%-0
Amazon(AMZN)5,1525,072-80110.50%-0
Advance Auto Parts(AAP)2,5252,400-125000.05%-0
Vistaprint NV Cimpress8,8758,675-200110.37%-0
Wells Fargo(WFC)21,39121,091-300110.63%-0
Liberty Media Sirius A3,5750-3,57500-0
Walgreens19,81517,190-2,625000.08%-0
Credit Acceptance Corp(CACC)1,3121,3120110.31%-0
Intel(INTC)13,05713,032-25000.16%-0
Boeing Company(BA)3,7053,585-120110.29%-0
Liberty Media Sirius C7,6900-7,69000-0
Cedar Fair17,92517,9250110.38%-0
Alphabet Inc. Class C(GOOG)31,33030,830-500652.71%-1
Alphabet Inc. Class A(GOOG)50,02046,620-3,400984.35%-1
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