§ 13F · FUND PROFILE
Citadel Investment Advisory, Inc..
AUM · $220K (13F)Positions · 76Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Beckshire Hathaway | 105K | $52K | 23.8% | ±0% |
| 2 | MKL | Markel Corp | 15K | $30K | 13.5% | ±0% |
| 3 | GOOGL | Alphabet Inc. Class A | 47K | $17K | 7.6% | ±0% |
| 4 | GOOG | Alphabet Inc. Class C | 27K | $10K | 4.4% | −1% |
| 5 | IPMLF | Imperial Metals Corp | 1.73M | $8K | 3.4% | ±0% |
| 6 | PM | Philip Morris Intl | 39K | $7K | 3.2% | ±0% |
| 7 | JNJ | Johnson & Johnson | 23K | $6K | 2.7% | ±0% |
| 8 | MSFT | Microsoft Corp | 15K | $5K | 2.5% | ±0% |
| 9 | RTX | Raytheon Technologies Corp | 28K | $5K | 2.4% | ±0% |
| 10 | IBM | IBM Corp | 17K | $5K | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CITADEL SIGNAL
AC read
Citadel Investment Advisory, Inc. is a Other fund managing $220 thousand in assets. The fund runs a portfolio of 76 positions.
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