Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$231.4K
Total Bought
$5.5K
Total Sold
$10.2K
Net Transaction
-$4.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Imperial Metals Corp1,748,3401,748,34007135.52%+5
Markel Corp(MKL)15,51915,619+100303414.51%+4
Alphabet Inc. Class A(GOOG)48,74947,534-1,21512156.43%+3
Alphabet Inc. Class C(GOOG)28,13027,845-285793.78%+2
Berkley W R Corp14,45329,693+15,240120.90%+1
Warner Brothers Discovery,inc(WBD)52,61252,572-40120.65%0
Johnson & Johnson(JNJ)23,44623,236-210452.08%0
Raytheon Technologies Corp(RTX)28,57128,563-8552.26%0
Goldman Sachs Group Inc.(GS)4,2624,2620341.62%0
Affiliated Managers6,4326,452+20220.80%0
Mettler Toledo Intl(MTD)1,7101,700-10221.02%0
Moodys Corp(MCO)7,7027,7020441.70%0
IBM Corp(IBM)17,18517,175-10552.20%0
American Express(AXP)6,0326,0320220.96%0
Radiant Logistics033,052+33,052000.09%0
Wells Fargo(WFC)20,34120,141-200220.81%0
Danaher Corp(DHR)4,3484,3480110.43%0
Coca Cola Co(KO)40,40339,603-800331.20%0
Bank of America21,89521,735-160110.52%0
JPMorgan Chase & Co(JPM)8,5998,5990331.20%0
Amazon(AMZN)4,7324,7320110.47%0
White Mountains
COM
1001000000.09%0
Canadian National Railway(CNI)7,7117,7110110.33%0
Vistaprint NV Cimpress8,5758,5750110.25%0
Capital One(COF)9509500000.10%0
Apple Inc(AAPL)1,5001,5000000.18%0
United Parcel Service Inc(UPS)4,3413,878-463000.17%0
PepsiCo(PEP)15,96815,768-200220.98%0
Keurig Dr. Pepper(KDP)7,8457,795-50000.09%0
FTI Consulting, Inc.(FCN)1,6701,6700000.12%0
McDonald's(MCD)10,52610,514-12331.39%0
John Marshall Bancorp38,20038,2000110.33%0
MSCI Inc(MSCI)580585+5000.15%0
Liberty Global cl C(LBTYA)7,9677,9670000.04%0
Boeing Company(BA)3,4953,4950110.33%0
Pinnacle Financial Partners1,9091,9090000.08%0
Mastercard(MA)1,1551,1550110.28%0
Idexx Labs Inc(IDXX)3,6823,6820221.01%0
Liberty Global cl A(LBTYA)5,9515,651-300000.03%-0
Brown Forman(BF-A)6,8046,8040000.08%-0
SEI Investments(SEIC)3,9403,9400000.14%-0
Willis Tower Watson(WTW)8178170000.12%-0
Enovis Corp(ENOV)2,8892,757-132000.03%-0
Everest Re Group Inc(EG)2,1272,1270110.31%-0
Sirius XM Holdings(SIRI)7,3967,3960000.06%-0
Comcast(CCZ)16,23016,2300100.21%-0
Kraft Heintz Co(KHC)7,2986,753-545000.07%-0
ESAB Corp(ESAB)3,5283,286-242000.16%-0
Cigna Corp(CI)1,1311,084-47000.13%-0
Lincoln Electric Holdings(LECO)1,5711,421-150000.15%-0
Leidos Holdings Inc(LDOS)4,1774,1770110.33%-0
Colgate Palmolive(CL)3,7973,397-400000.12%-0
General Dynamics Corp(GD)8,4118,4110331.22%-0
Howard Hughs11,79211,692-100110.40%-0
CSX Corp(CSX)40,81038,860-1,950110.61%-0
Medtronic(MDT)21,94621,316-630220.88%-0
Wynn Resorts(WYNN)5,9615,9610110.31%-0
Liberty Broadband cl C(LBRDA)3,4123,324-88000.07%-0
Abbvie Inc(ABBV)18,29118,2910441.81%-0
META(META)7907900110.23%-0
ATT(T)14,53114,077-454000.15%-0
Jefferies Financial(JEF)18,42018,480+60110.49%-0
Credit Acceptance Corp(CACC)2,6502,6500110.51%-0
Lowes(LOW)4,4204,335-85110.45%-0
Mondelez Intl Inc(MDLZ)4,6994,595-104000.11%-0
Philip Morris Intl(PM)39,58039,5800662.74%-0
Disney Company(DIS)23,20722,636-571331.11%-0
Cable One Inc.610215-395000.01%-0
Paramount Global6,7380-6,73800-0
Proctor & Gamble Co(PG)4,0123,675-337110.23%-0
Abbott Laboratories9,0648,964-100110.49%-0
Booking Holdings Inc(BKNG)587573-14331.33%-0
Beckshire Hathaway106,017105,812-205535322.98%-0
Echostar Corp(ECHO)4,9820-4,98200-0
Sysco Corp(SYY)10,1889,788-400110.31%-0
Ascent Industries Corp13,0770-13,07700-0
Eaton Corp(ETN)3,2443,2440110.45%-0
AB Inbev(BUD)21,26016,950-4,310110.47%-0
Fiserv Inc(FISV)3,5503,5500000.10%-0
Intel(INTC)10,7100-10,71000-0
Mohawk Industries(MHK)12,62610,661-1,965210.50%-0
Microsoft Corp(MSFT)14,92714,917-10873.12%-1
Oracle Corp(ORCL)23,15023,1500751.95%-2
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