§ 13F · FUND PROFILE
Citadel Investment Advisory, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $206.5B (13F)Positions · 83Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$209M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Beckshire Hathaway | 106K | $53.2B | 23.0% | ±0% |
| 2 | MKL | Markel Corp | 16K | $33.6B | 14.5% | +1% |
| 3 | GOOGL | Alphabet Inc. Class A | 48K | $14.9B | 6.4% | −2% |
| 4 | IPMLF | Imperial Metals Corp | 1.75M | $12.8B | 5.5% | ±0% |
| 5 | GOOG | Alphabet Inc. Class C | 28K | $8.7B | 3.8% | −1% |
| 6 | MSFT | Microsoft Corp | 15K | $7.2B | 3.1% | ±0% |
| 7 | PM | Philip Morris Intl | 40K | $6.3B | 2.7% | ±0% |
| 8 | RTX | Raytheon Technologies Corp | 29K | $5.2B | 2.3% | ±0% |
| 9 | IBM | IBM Corp | 17K | $5.1B | 2.2% | ±0% |
| 10 | JNJ | Johnson & Johnson | 23K | $4.8B | 2.1% | −1% |
§ 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 $206.5 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed