Citadel Investment Advisory, Inc. Top Holdings and 13F Report (2025) About Citadel Investment Advisory, Inc.Investment ActivityCitadel Investment Advisory, Inc. has $203.79 thousand in total holdings as of March 31, 2025.Citadel Investment Advisory, Inc. owns shares of 82 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 0.20% of the portfolio was sold this quarter.This quarter, Citadel Investment Advisory, Inc. has purchased 82 new stocks and bought additional shares in 18 stocks.Citadel Investment Advisory, Inc. sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $58,195Markel Group $29,940Alphabet $7,896Philip Morris International $6,570Microsoft $5,962 Largest Purchases this Quarter Anheuser-Busch InBev SA/NV 19,950 shares (about $1.23K)Alphabet 1,340 shares (about $207.22)Imperial Metals 87,891 shares (about $170.52)Oracle 1,150 shares (about $160.79)Markel Group 75 shares (about $140.22) Largest Sales this Quarter Alphabet 950 shares (about $148.40)American Express 175 shares (about $47.08)Berkshire Hathaway 85 shares (about $45.27)Sysco 350 shares (about $26.27)Fiserv 90 shares (about $19.88) Sector Allocation Over TimeMap of 500 Largest Holdings ofCitadel Investment Advisory, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$58,195$45 ▼-0.1%109,27028.6%FinanceMKLMarkel Group$29,940$140 ▲0.5%16,01414.7%Multi-Sector ConglomeratesGOOGLAlphabet$7,896$207 ▲2.7%51,0603.9%Computer and TechnologyPMPhilip Morris International$6,5700.0%41,3913.2%Consumer StaplesMSFTMicrosoft$5,962$13 ▲0.2%15,8812.9%Computer and TechnologyGOOGAlphabet$4,556$148 ▼-3.2%29,1652.2%Computer and TechnologyIBMInternational Business Machines$4,4050.0%17,7162.2%Computer and TechnologyJNJJohnson & Johnson$4,077$8 ▲0.2%24,5822.0%MedicalRTXRTX$3,9830.0%30,0692.0%AerospaceABBVAbbVie$3,867$16 ▲0.4%18,4561.9%MedicalMCOMoody's$3,7190.0%7,9851.8%FinanceIPMLFImperial Metals$3,592$171 ▲5.0%1,851,4531.8%Basic MaterialsMCDMcDonald's$3,498$0 ▲0.0%11,2001.7%Retail/WholesaleORCLOracle$3,353$161 ▲5.0%23,9811.6%Computer and TechnologyKOCoca-Cola$3,082$4 ▼-0.1%43,0281.5%Consumer StaplesBKNGBooking$2,833$83 ▲3.0%6151.4%Retail/WholesaleDISWalt Disney$2,503$13 ▲0.5%25,3621.2%Consumer DiscretionaryPEPPepsiCo$2,5000.0%16,6711.2%Consumer StaplesGDGeneral Dynamics$2,4380.0%8,9061.2%AerospaceGSThe Goldman Sachs Group$2,4090.0%4,4101.2%FinanceMTDMettler-Toledo International$2,1960.0%1,8701.1%MedicalJPMJPMorgan Chase & Co.$2,1800.0%8,8861.1%FinanceMedtronic$2,119$3 ▼-0.1%23,5851.0%MDTFUNCedar Fair$1,825$45 ▲2.5%51,1720.9%Consumer DiscretionaryAXPAmerican Express$1,805$47 ▼-2.5%6,7090.9%FinanceCACCCredit Acceptance$1,527$81 ▲5.6%2,9590.7%FinanceIDXXIDEXX Laboratories$1,527$11 ▼-0.7%3,6350.7%MedicalWFCWells Fargo & Company$1,5110.0%21,0410.7%FinanceMHKMohawk Industries$1,467$11 ▲0.8%12,8480.7%Consumer DiscretionaryBUDAnheuser-Busch InBev SA/NV$1,367$1,228 ▲883.9%22,2070.7%Consumer StaplesCSXCSX$1,3140.0%44,6600.6%TransportationABTAbbott Laboratories$1,2750.0%9,6140.6%MedicalLOWLowe's Companies$1,1590.0%4,9700.6%Retail/WholesaleAMGAffiliated Managers Group$998$8 ▲0.8%5,9390.5%FinanceAMZNAmazon.com$9650.0%5,0720.5%Retail/WholesaleETNEaton$9400.0%3,4570.5%IndustrialsBACBank of America$9140.0%21,8950.4%FinanceDHRDanaher$8960.0%4,3730.4%MedicalHoward Hughs$8880.0%11,9920.4%HHCSYYSysco$865$26 ▼-2.9%11,5260.4%Consumer StaplesJEFJefferies Financial Group$819$27 ▲3.4%15,2850.4%FinanceEGEverest Group$8090.0%2,2270.4%FinanceFIFiserv$784$20 ▼-2.5%3,5500.4%Business ServicesCNICanadian National Railway$7760.0%7,9610.4%TransportationPGProcter & Gamble$7090.0%4,1620.3%Consumer StaplesJohn Marshall Bancorp$662$12 ▲1.8%40,1000.3%JMSBCMCSAComcast$6600.0%17,8800.3%Consumer DiscretionaryWRBW. R. Berkley$6470.0%9,0960.3%FinanceMAMastercard$6330.0%1,1550.3%Business ServicesBABoeing$6110.0%3,5850.3%AerospaceLDOSLeidos$6100.0%4,5170.3%AerospaceWBDWarner Bros. Discovery$5940.0%55,3640.3%Consumer DiscretionaryWYNNWynn Resorts$519$6 ▼-1.2%6,2110.3%Consumer DiscretionaryUnited Parcel Service Inc$512$11 ▼-2.1%4,6560.3%UPSMETAMeta Platforms$4670.0%8100.2%Computer and TechnologyTAT&T$454$14 ▼-3.0%16,0370.2%Computer and TechnologyESABESAB$450$19 ▼-4.1%3,8600.2%IndustrialsLECOLincoln Electric$4440.0%2,3450.2%IndustrialsColgate Palmolive$393$19 ▼-4.5%4,1970.2%CLVistaprint NV Cimpress$3920.0%8,6750.2%CMPRCIThe Cigna Group$3720.0%1,1310.2%MedicalAAPLApple$3550.0%1,6000.2%Computer and TechnologyMDLZMondelez International$3300.0%4,8700.2%Consumer StaplesLBRDKLiberty Broadband$3110.0%3,6610.2%Consumer DiscretionarySEICSEI Investments$3060.0%3,9400.2%FinanceWTWWillis Towers Watson Public$2790.0%8260.1%FinanceFCNFTI Consulting$2740.0%1,6700.1%Business ServicesINTCIntel$256$5 ▼-1.7%11,2850.1%Computer and TechnologyBF.BBrown-Forman$2310.0%6,8040.1%Consumer StaplesKHCKraft Heinz$230$2 ▼-0.9%7,5470.1%Consumer StaplesKDPKeurig Dr Pepper$221$14 ▲6.6%6,4450.1%Consumer StaplesSIRISirius XM$207$3 ▼-1.6%9,1630.1%Consumer DiscretionaryPNFPPinnacle Financial Partners$2020.0%1,9090.1%FinanceWTMWhite Mountains Insurance Group$1930.0%1000.1%FinanceAscent Industries Corp$1860.0%14,7010.1%ACNTCABOCable One$1790.0%6750.1%Consumer DiscretionaryENOVEnovis$1340.0%3,0550.1%MedicalSATSEchoStar$1140.0%4,9820.1%Computer and TechnologyLBTYKLiberty Global$105$11 ▼-9.4%8,7770.1%Consumer DiscretionaryAAPAdvance Auto Parts$900.0%2,3000.0%Retail/WholesalePARAAParamount Global$84$13 ▼-13.3%7,0120.0%Consumer DiscretionaryLBTYALiberty Global$73$9 ▼-11.1%6,3640.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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