Citadel Investment Advisory, Inc. - Portfolio overview

Citadel Investment Advisory, Inc. has 82 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. BRKB - Beckshire Hathaway, 24.36%
2. MKL - Markel Corp, 14.14%
3. GOOGL - Alphabet Inc. Class A, 6.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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