Fund Holdings — Citadel Investment Advisory, Inc.

Total Portfolio Value
$218.0K
Total Bought
$4.4K
Total Sold
$11.9K
Net Transaction
-$7.5K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Alphabet Inc. Class A(GOOG)49,73048,749-9819125.44%+3
Beckshire Hathaway105,415106,017+602505324.45%+3
Alphabet Inc. Class C(GOOG)29,01528,130-885573.14%+2
Oracle Corp(ORCL)23,15023,1500572.99%+1
Imperial Metals Corp1,769,4371,748,340-21,097673.38%+1
Abbvie Inc(ABBV)18,31618,291-25341.94%+1
Johnson & Johnson(JNJ)23,47123,446-25441.99%+1
Raytheon Technologies Corp(RTX)28,57128,5710452.19%+1
Berkley W R Corp8,92814,453+5,525110.51%0
Warner Brothers Discovery,inc(WBD)52,67952,612-67110.47%0
General Dynamics Corp(GD)8,4118,4110231.32%0
Goldman Sachs Group Inc.(GS)4,2624,2620331.56%0
Idexx Labs Inc(IDXX)3,6823,6820221.08%0
Microsoft Corp(MSFT)14,92714,9270783.54%0
Mohawk Industries(MHK)12,87112,626-245120.75%0
Affiliated Managers6,4496,432-17120.70%0
JPMorgan Chase & Co(JPM)8,5998,5990231.24%0
Wynn Resorts(WYNN)5,9615,9610110.35%0
Jefferies Financial(JEF)18,42018,4200110.55%0
Howard Hughs11,79211,7920110.44%0
Vistaprint NV Cimpress8,5758,5750010.25%0
PepsiCo(PEP)15,96815,9680221.03%0
Medtronic(MDT)22,43621,946-490220.96%0
Lowes(LOW)4,4204,4200110.51%0
McDonald's(MCD)10,52610,5260331.47%0
CSX Corp(CSX)40,91040,810-100110.66%0
Leidos Holdings Inc(LDOS)4,3674,177-190110.36%0
Bank of America21,89521,8950110.52%0
Mettler Toledo Intl(MTD)1,7101,7100220.96%0
American Express(AXP)6,0326,0320220.92%0
Wells Fargo(WFC)20,34120,3410220.78%0
Eaton Corp(ETN)3,2443,2440110.56%0
Apple Inc(AAPL)1,6001,500-100000.18%0
John Marshall Bancorp(JMSB)38,30038,200-100110.35%0
Lincoln Electric Holdings(LECO)1,5711,5710000.17%0
Sysco Corp(SYY)10,58810,188-400110.38%0
Willis Tower Watson(WTW)8178170000.13%0
Cable One Inc.(CABO)6106100000.05%0
Boeing Company(BA)3,4953,4950110.35%0
Everest Re Group Inc(EG)2,1272,1270110.34%0
Mastercard(MA)1,1551,1550110.30%0
Liberty Global cl A(LBTYA)6,1075,951-156000.03%0
Danaher Corp(DHR)4,3484,3480110.40%0
Kraft Heintz Co(KHC)7,2987,2980000.09%0
Brown Forman(BF-A)6,8046,8040000.08%0
Capital One(COF)9509500000.09%0
Echostar Corp(ECHO)4,9824,9820000.05%0
Enovis Corp(ENOV)2,8892,8890000.04%0
FTI Consulting, Inc.(FCN)1,6701,6700000.12%0
Intel(INTC)10,71010,7100000.11%0
Liberty Global cl C(LBTYA)7,9677,9670000.04%0
Mondelez Intl Inc(MDLZ)4,6994,6990000.15%0
Paramount Global6,7386,7380000.04%0
MSCI Inc(MSCI)5805800000.15%-0
Amazon(AMZN)4,7724,732-40110.48%-0
ATT(T)14,53114,5310000.19%-0
White Mountains
COM
1001000000.08%-0
Ascent Industries Corp14,70113,077-1,624000.08%-0
META(META)810790-20110.27%-0
Abbott Laboratories90,1649,064-81,100110.56%-0
SEI Investments(SEIC)3,9403,9400000.15%-0
Sirius XM Holdings(SIRI)8,4917,396-1,095000.08%-0
Proctor & Gamble Co(PG)4,0124,0120110.28%-0
Pinnacle Financial Partners1,9091,9090000.08%-0
Cigna Corp(CI)1,1311,1310000.15%-0
ESAB Corp(ESAB)3,7273,528-199000.18%-0
Colgate Palmolive(CL)3,9973,797-200000.14%-0
Keurig Dr. Pepper(KDP)7,8457,8450000.09%-0
Canadian National Railway(CNI)7,7117,7110110.33%-0
Comcast(CCZ)16,43016,230-200110.23%-0
United Parcel Service Inc(UPS)4,4314,341-90000.17%-0
Liberty Broadband cl C(LBRDA)3,4123,4120000.10%-0
Credit Acceptance Corp(CACC)2,7022,650-52110.57%-0
Fiserv Inc(FISV)3,5503,5500100.21%-0
Coca Cola Co(KO)40,40340,4030331.23%-0
Moodys Corp(MCO)7,7027,7020441.68%-0
AB Inbev(BUD)21,36921,260-109110.58%-0
IBM Corp(IBM)17,18517,1850552.22%-0
Disney Company(DIS)23,22423,207-17331.22%-0
Booking Holdings Inc(BKNG)593587-6331.45%-0
Philip Morris Intl(PM)39,58039,5800762.94%-1
Markel Corp(MKL)15,43715,519+82313013.60%-1
Cedar Fair58,4870-58,48720—-2
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Citadel Investment Advisory, Inc. — 13F Holdings — Q3 2025 | TickerTrail