account_balance

Investment manager · 13F filer · SEC CIK 1811907

Citadel Investment Advisory, Inc.

Reported value$218Mas of Sep 30, 2026
Positions76 1 new, 1 sold out
Top 10 weight66.3%BRK-B alone is 24%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 23.8% HeldMKL Markel Group Inc. 12.1% HeldGOOGL Alphabet Inc. 7.2% Held
IPMLF Imperial Metals Corp 4.7% Held
GOOG Alphabet Inc. 4.3% HeldMSFT Microsoft Corp 3.5% HeldPM Philip Morris International Inc. 3.5% HeldJNJ Johnson & Johnson 2.8% HeldRTX RTX Corp 2.4% HeldABBV AbbVie Inc. 2.1% HeldGS Goldman Sachs Group Inc 1.7% HeldIBM International Business Machines Corp 1.7% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • AMG −4%
  • BAC −3%
  • BA −3%
  • John Marshall Bancorp −3%
remove_circleSold out
  • LBRDK $111K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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