§ 13F · FUND PROFILE
Citadel Investment Advisory, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218K (13F)Positions · 82Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Beckshire Hathaway | 105K | $50K | 24.0% | −1% |
| 2 | MKL | Markel Corp | 15K | $29K | 13.9% | −2% |
| 3 | GOOGL | Alphabet Inc. Class A | 47K | $13K | 6.4% | −1% |
| 4 | IPMLF | Imperial Metals Corp | 1.73M | $10K | 4.6% | −1% |
| 5 | GOOG | Alphabet Inc. Class C | 28K | $8K | 3.8% | ±0% |
| 6 | PM | Philip Morris Intl | 39K | $6K | 3.1% | −1% |
| 7 | JNJ | Johnson & Johnson | 23K | $6K | 2.7% | −1% |
| 8 | MSFT | Microsoft Corp | 15K | $5K | 2.6% | −2% |
| 9 | RTX | Raytheon Technologies Corp | 28K | $5K | 2.6% | −2% |
| 10 | IBM | IBM Corp | 17K | $4K | 2.0% | −2% |
§ 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 $218 thousand in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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