Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 20, 2021

Total Value ($000): $152,936 (100.0% shares, 0.0% debt)

Holdings (74)

BRK/B Beckshire Hathaway 19.6%
Value ($000) $30,049 Shares 117,612 Est. Cost $220.20 Unrealized +10.3%
MKL Markel Corp 10.6%
Value ($000) $16,266 Shares 14,273 Est. Cost $996.82 Unrealized +8.2%
IPMLF Imperial Metals Corp 4.3%
Value ($000) $6,607 Shares 1,846,272 Est. Cost $2.79 Unrealized +32.1%
GOOGL Alphabet Inc. Class A 4.1%
Value ($000) $6,330 Shares 3,069 Est. Cost $83.49 Unrealized +17.3%
DIS Disney Company 3.3%
Value ($000) $5,056 Shares 27,399 Est. Cost $140.23 Unrealized +28.5%
JNJ Johnson & Johnson 2.7%
Value ($000) $4,136 Shares 25,168 Est. Cost $128.47 Unrealized +9.6%
MSFT Microsoft Corp 2.6%
Value ($000) $3,970 Shares 16,839 Est. Cost $208.99 Unrealized +6.7%
PM Philip Morris Intl 2.4%
Value ($000) $3,746 Shares 42,216 Est. Cost $60.35 Unrealized +10.7%
GOOG Alphabet Inc. Class C 2.3%
Value ($000) $3,453 Shares 1,669 Est. Cost $83.74 Unrealized +17.6%
IBM IBM Corp 1.9%
Value ($000) $2,973 Shares 22,310 Est. Cost $93.41 Unrealized +5.0%
MHK Mohawk Industries 1.7%
Value ($000) $2,613 Shares 13,587 Est. Cost $120.50 Unrealized +38.3%
MTD Mettler Toledo Intl 1.7%
Value ($000) $2,595 Shares 2,245 Est. Cost $1096.55 Unrealized +5.7%
MCD McDonald's 1.7%
Value ($000) $2,569 Shares 11,463 Est. Cost $193.25 Unrealized -1.0%
KO Coca Cola Co 1.6%
Value ($000) $2,514 Shares 47,686 Est. Cost $44.27 Unrealized -2.0%
PEP PepsiCo 1.6%
Value ($000) $2,437 Shares 17,228 Est. Cost $121.24 Unrealized -2.7%
MCO Moodys Corp 1.6%
Value ($000) $2,430 Shares 8,139 Est. Cost $267.92 Unrealized +0.9%
RTX Raytheon Technologies Corp 1.6%
Value ($000) $2,402 Shares 31,083 Est. Cost $58.43 Unrealized +11.7%
IDXX Idexx Labs Inc 1.3%
Value ($000) $2,018 Shares 4,125 Est. Cost $447.44 Unrealized +12.0%
Medtronic 1.3%
Value ($000) $2,003 Shares 16,955 Est. Cost $117.13 Unrealized
ABBV Abbvie Inc 1.3%
Value ($000) $1,936 Shares 17,886 Est. Cost $85.32 Unrealized +4.2%
BKNG Booking Holdings Inc 1.2%
Value ($000) $1,885 Shares 809 Est. Cost $1898.79 Unrealized +15.1%
ORCL Oracle Corp 1.1%
Value ($000) $1,706 Shares 24,309 Est. Cost $55.51 Unrealized +9.2%
BUD AB Inbev 1.1%
Value ($000) $1,703 Shares 27,099 Est. Cost $69.93 Unrealized
GD General Dynamics Corp 1.1%
Value ($000) $1,654 Shares 9,112 Est. Cost $130.64 Unrealized +12.5%
GS Goldman Sachs Group Inc. 1.0%
Value ($000) $1,568 Shares 4,850 Est. Cost $197.01 Unrealized +40.6%
CABO Cable One Inc. 1.0%
Value ($000) $1,545 Shares 845 Est. Cost $1835.62 Unrealized -1.1%
DLTR Dollar Tree Inc 1.0%
Value ($000) $1,526 Shares 13,329 Est. Cost $100.42 Unrealized +7.0%
Walgreens 1.0%
Value ($000) $1,522 Shares 27,729 Est. Cost $39.89 Unrealized
CSX CSX Corp 1.0%
Value ($000) $1,487 Shares 15,425 Est. Cost $26.81 Unrealized +6.6%
JPM JPMorgan Chase & Co 0.9%
Value ($000) $1,445 Shares 9,490 Est. Cost $98.14 Unrealized +29.7%
Dish Network 0.9%
Value ($000) $1,418 Shares 39,160 Est. Cost $32.33 Unrealized
FRBKQ Republic First Bancorp Inc 0.9%
Value ($000) $1,414 Shares 375,190 Est. Cost $2.65 Unrealized +29.5%
SYY Sysco Corp 0.9%
Value ($000) $1,343 Shares 17,051 Est. Cost $60.02 Unrealized +13.4%
BAC Bank of America 0.9%
Value ($000) $1,327 Shares 34,301 Est. Cost $23.66 Unrealized +29.5%
WFC Wells Fargo 0.8%
Value ($000) $1,299 Shares 33,246 Est. Cost $23.04 Unrealized +37.3%
ABT Abbott Laboratories 0.8%
Value ($000) $1,240 Shares 10,347 Est. Cost $99.26 Unrealized +9.4%
Howard Hughs 0.8%
Value ($000) $1,222 Shares 12,841 Est. Cost $78.97 Unrealized
Discovery Holdings A 0.7%
Value ($000) $1,130 Shares 25,995 Est. Cost $30.09 Unrealized
CMCSA Comcast 0.7%
Value ($000) $1,129 Shares 20,857 Est. Cost $41.66 Unrealized +10.8%
United Parcel Service Inc 0.7%
Value ($000) $1,100 Shares 6,471 Est. Cost $168.44 Unrealized
INTC Intel 0.7%
Value ($000) $1,089 Shares 17,018 Est. Cost $44.02 Unrealized +22.9%
CNI Canadian National Railway 0.7%
Value ($000) $1,030 Shares 8,883 Est. Cost $97.95 Unrealized +3.2%
DHR Danaher Corp 0.7%
Value ($000) $1,001 Shares 4,448 Est. Cost $196.00 Unrealized +1.4%
LOW Lowes 0.7%
Value ($000) $997 Shares 5,245 Est. Cost $148.05 Unrealized +6.0%
AXP American Express 0.6%
Value ($000) $981 Shares 6,938 Est. Cost $103.86 Unrealized +19.7%
T ATT 0.6%
Value ($000) $860 Shares 28,401 Est. Cost $15.38 Unrealized +5.0%
ViacomCBS cl B 0.5%
Value ($000) $732 Shares 16,232 Est. Cost $37.25 Unrealized
LBRDK Liberty Broadband cl C 0.5%
Value ($000) $703 Shares 4,679 Est. Cost $142.46 Unrealized -0.5%
PG Proctor & Gamble Co 0.4%
Value ($000) $676 Shares 4,992 Est. Cost $123.16 Unrealized -6.1%
LDOS Leidos Holdings Inc 0.4%
Value ($000) $652 Shares 6,771 Est. Cost $89.59 Unrealized +5.7%
EG Everest Re Group Inc 0.4%
Value ($000) $620 Shares 2,500 Est. Cost $199.69 Unrealized +8.5%
CACC Credit Acceptance Corp 0.4%
Value ($000) $591 Shares 1,642 Est. Cost $326.62 Unrealized +11.0%
FISV Fiserv Inc 0.4%
Value ($000) $545 Shares 4,581 Est. Cost $107.76 Unrealized +6.5%
KHC Kraft Heintz Co 0.3%
Value ($000) $511 Shares 12,779 Est. Cost $25.55 Unrealized +12.0%
ETN Eaton Corp 0.3%
Value ($000) $492 Shares 3,559 Est. Cost $103.87 Unrealized +14.5%
AAP Advande Auto Parts 0.3%
Value ($000) $485 Shares 2,643 Est. Cost $136.86 Unrealized +8.9%
JEF Jefferies Financial 0.3%
Value ($000) $469 Shares 15,585 Est. Cost $17.89 Unrealized +30.9%
BF/B Brown Forman 0.3%
Value ($000) $469 Shares 6,804 Est. Cost $69.98 Unrealized -4.9%
Colgate Palmolive 0.3%
Value ($000) $464 Shares 5,881 Est. Cost $85.53 Unrealized
Cedar Fair 0.3%
Value ($000) $431 Shares 8,675 Est. Cost $39.33 Unrealized
Liberty Media Sirius C 0.3%
Value ($000) $420 Shares 9,514 Est. Cost $43.51 Unrealized
MA Mastercard 0.3%
Value ($000) $420 Shares 1,180 Est. Cost $323.35 Unrealized +5.0%
Discovery Holdings C 0.3%
Value ($000) $411 Shares 11,150 Est. Cost $26.19 Unrealized
CI Cigna Corp 0.3%
Value ($000) $403 Shares 1,668 Est. Cost $179.43 Unrealized +13.8%
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $400 Shares 6,836 Est. Cost $50.13 Unrealized -0.7%
WRB Berkley W R Corp 0.2%
Value ($000) $342 Shares 4,541 Est. Cost $25.56 Unrealized +7.2%
Liberty Global cl C 0.2%
Value ($000) $316 Shares 12,381 Est. Cost $23.67 Unrealized
LBTYAUSD Liberty Global cl A 0.2%
Value ($000) $279 Shares 10,872 Est. Cost $24.38 Unrealized
SEIC SEI Investments 0.2%
Value ($000) $269 Shares 4,420 Est. Cost $50.82 Unrealized +7.9%
WYNN Wynn Resorts 0.2%
Value ($000) $263 Shares 2,100 Est. Cost $89.68 Unrealized +30.6%
FCN FTI Consulting, Inc. 0.2%
Value ($000) $234 Shares 1,670 Est. Cost $118.44 Unrealized 0.0%
KDP Keurig Dr. Pepper 0.1%
Value ($000) $213 Shares 6,195 Est. Cost $28.61 Unrealized 0.0%
Liberty Media Sirius A 0.1%
Value ($000) $207 Shares 4,697 Est. Cost $43.22 Unrealized
AAPL Apple Inc 0.1%
Value ($000) $195 Shares 1,600 Est. Cost $117.01 Unrealized +6.9%