Citadel Investment Advisory, Inc.
Citadel Investment Advisory, Inc. reported 76 positions worth $220.3K as of June 30, 2026 (13F filed July 23, 2026). Largest holding: BRK-B (23.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $52.4K | 23.81% | 104,793 | — | — | |
| ▸ 2 | MKL | SH | $29.8K | 13.52% | 15,242 | — | — | |
| ▸ 3 | GOOGL | SH | $16.7K | 7.57% | 46,669 | — | — | |
| ▸ 4 | GOOG | SH | $9.7K | 4.40% | 27,430 | — | — | |
| ▸ 5 | IPMLF | SH | $7.6K | 3.45% | 1,732,813 | — | — | |
| ▸ 6 | PM | SH | $7.1K | 3.21% | 39,030 | — | — | |
| ▸ 7 | JNJ | SH | $5.9K | 2.66% | 23,054 | — | — | |
| ▸ 8 | MSFT | SH | $5.4K | 2.47% | 14,568 | — | — | |
| ▸ 9 | RTX | SH | $5.3K | 2.41% | 27,943 | — | — | |
| ▸ 10 | IBM | SH | $4.7K | 2.15% | 16,875 | — | — |
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Frequently Asked Questions
What stocks does Citadel Investment Advisory, Inc. hold as of Q2 2026?
Citadel Investment Advisory, Inc. reported 76 positions worth $220.3K in its Q2 2026 13F filing. Largest positions: BRK-B (23.8%), MKL (13.5%), GOOGL (7.6%), GOOG (4.4%) and IPMLF (3.4%).
What did Citadel Investment Advisory, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Citadel Investment Advisory, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.