Citadel Investment Advisory, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Citadel Investment Advisory, Inc. held in its portfolio 79 assets valued at $231,450,000 (i.e. $231.45M).

The most valuable assets in the portfolio included: Beckshire Hathaway ($53.19K), Markel Corp ($33.58K), and Alphabet Inc. Class A ($14.88K).

The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Citadel Investment Advisory, Inc. Portfolio
Beckshire Hathaway
Markel Corp
Alphabet Inc. Class A
Imperial Metals Corp
Alphabet Inc. Class C
Microsoft Corp
Philip Morris Intl
Raytheon Technologies Corp
IBM Corp
Johnson & Johnson
Citadel Investment Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Beckshire Hathaway 105812 53187 BRKB
Markel Corp 15619 33575 MKL
Alphabet Inc. Class A 47534 14878 GOOGL
Imperial Metals Corp 1748340 12766 IPMLF
Alphabet Inc. Class C 27845 8738 GOOG
Microsoft Corp 14917 7214 MSFT
Philip Morris Intl 39580 6349 PM
Raytheon Technologies Corp 28563 5238 RTX
IBM Corp 17175 5087 IBM
Johnson & Johnson 23236 4809 JNJ
Oracle Corp 23150 4512 ORCL
Abbvie Inc 18291 4179 ABBV
Moodys Corp 7702 3934 MCO
Goldman Sachs Group Inc. 4262 3746 GS
McDonald's 10514 3213 MCD
Booking Holdings Inc 573 3069 BKNG
General Dynamics Corp 8411 2832 GD
JPMorgan Chase & Co 8599 2771 JPM
Coca Cola Co 39603 2769 KO
Disney Company 22636 2575 DIS
Mettler Toledo Intl 1700 2370 MTD
Idexx Labs Inc 3682 2346 IDXX
PepsiCo 15768 2263 PEP
American Express 6032 2232 AXP
Berkley W R Corp 29693 2082 WRB
Medtronic 21316 2048 MDT
Wells Fargo 20141 1877 WFC
Affiliated Managers 6452 1860 AMG
Warner Brothers Discovery,inc 52572 1515 WBD
CSX Corp 38860 1409 CSX
Bank of America 21735 1195 BAC
Credit Acceptance Corp 2650 1175 CACC
Mohawk Industries 10661 1165 MHK
Jefferies Financial 18480 1145 JEF
Abbott Laboratories 8964 1123 ABT
Amazon 4732 1092 AMZN
AB Inbev 16950 1085 BUD
Lowes 4335 1045 LOW
Eaton Corp 3244 1033 ETN
Danaher Corp 4348 995 DHR
Howard Hughs 11692 933 HHC
John Marshall Bancorp 38200 764 JMSB
Canadian National Railway 7711 762 CNI
Boeing Company 3495 759 BA
Leidos Holdings Inc 4177 754 LDOS
Everest Re Group Inc 2127 722 RE
Sysco Corp 9788 721 SYY
Wynn Resorts 5961 717 WYNN
Mastercard 1155 659 MA
Vistaprint NV Cimpress 8575 571 CMPR
Proctor & Gamble Co 3675 527 PG
META 790 521 META
Comcast 16230 485 CMCSA
Apple Inc 1500 408 AAPL
United Parcel Service Inc 3878 385 UPS
ESAB Corp 3286 367 ESAB
ATT 14077 350 T
Lincoln Electric Holdings 1421 340 LECO
MSCI Inc 585 336 MSCI
SEI Investments 3940 323 SEIC
Cigna Corp 1084 298 CI
FTI Consulting, Inc. 1670 285 FCN
Colgate Palmolive 3397 268 CL
Willis Tower Watson 817 268 WTW
Mondelez Intl Inc 4595 247 MDLZ
Fiserv Inc 3550 238 FISV
Capital One 950 230 COF
Keurig Dr. Pepper 7795 218 KDP
Radiant Logistics 33052 209 RLGT
White Mountains 100 208 WTM
Pinnacle Financial Partners 1909 182 PNFP
Brown Forman 6804 177 BFB
Kraft Heintz Co 6753 164 KHC
Liberty Broadband cl C 3324 162 LBRDK
Sirius XM Holdings 7396 148 SIRI
Liberty Global cl C 7967 88 LBTYK
Enovis Corp 2757 73 ENOV
Liberty Global cl A 5651 63 LBTYA
Cable One Inc. 215 24 CABO