Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value ($000): $161,733 (100.0% shares, 0.0% debt)

Holdings (74)

BRK/B Beckshire Hathaway 19.7%
Value ($000) $31,866 Shares 114,657 Est. Cost $220.20 Unrealized +26.9%
MKL Markel Corp 11.1%
Value ($000) $17,931 Shares 15,110 Est. Cost $1008.00 Unrealized +18.9%
GOOGL Alphabet Inc. Class A 4.3%
Value ($000) $7,008 Shares 2,870 Est. Cost $83.49 Unrealized +38.8%
IPMLF Imperial Metals Corp 4.0%
Value ($000) $6,414 Shares 1,748,604 Est. Cost $2.79 Unrealized +44.0%
DIS Disney Company 3.0%
Value ($000) $4,782 Shares 27,204 Est. Cost $140.23 Unrealized +25.3%
MSFT Microsoft Corp 2.8%
Value ($000) $4,466 Shares 16,484 Est. Cost $208.99 Unrealized +17.1%
PM Philip Morris Intl 2.6%
Value ($000) $4,184 Shares 42,216 Est. Cost $60.35 Unrealized +26.6%
JNJ Johnson & Johnson 2.5%
Value ($000) $4,103 Shares 24,908 Est. Cost $128.47 Unrealized +12.8%
GOOG Alphabet Inc. Class C 2.5%
Value ($000) $4,040 Shares 1,612 Est. Cost $83.74 Unrealized +41.3%
IBM IBM Corp 2.0%
Value ($000) $3,155 Shares 21,525 Est. Cost $93.41 Unrealized +21.4%
MCO Moodys Corp 1.8%
Value ($000) $2,949 Shares 8,139 Est. Cost $267.92 Unrealized +19.5%
MTD Mettler Toledo Intl 1.8%
Value ($000) $2,861 Shares 2,065 Est. Cost $1096.55 Unrealized +17.6%
MCD McDonald's 1.6%
Value ($000) $2,648 Shares 11,463 Est. Cost $193.25 Unrealized +8.3%
RTX Raytheon Technologies Corp 1.6%
Value ($000) $2,612 Shares 30,618 Est. Cost $58.43 Unrealized +29.6%
MHK Mohawk Industries 1.6%
Value ($000) $2,586 Shares 13,457 Est. Cost $120.50 Unrealized +68.9%
KO Coca Cola Co 1.6%
Value ($000) $2,580 Shares 47,686 Est. Cost $44.27 Unrealized +6.8%
IDXX Idexx Labs Inc 1.6%
Value ($000) $2,574 Shares 4,075 Est. Cost $447.44 Unrealized +23.4%
PEP PepsiCo 1.6%
Value ($000) $2,538 Shares 17,128 Est. Cost $121.24 Unrealized +4.1%
Medtronic 1.3%
Value ($000) $2,086 Shares 16,805 Est. Cost $117.13 Unrealized
ABBV Abbvie Inc 1.2%
Value ($000) $1,981 Shares 17,586 Est. Cost $85.32 Unrealized +11.1%
BUD AB Inbev 1.2%
Value ($000) $1,930 Shares 26,799 Est. Cost $69.93 Unrealized
ORCL Oracle Corp 1.2%
Value ($000) $1,861 Shares 23,909 Est. Cost $55.51 Unrealized +32.6%
Discovery Holdings A 1.1%
Value ($000) $1,819 Shares 53,278 Est. Cost $32.16 Unrealized
GS Goldman Sachs Group Inc. 1.1%
Value ($000) $1,814 Shares 4,780 Est. Cost $197.01 Unrealized +62.1%
GD General Dynamics Corp 1.1%
Value ($000) $1,715 Shares 9,112 Est. Cost $130.64 Unrealized +30.8%
CABO Cable One Inc. 1.0%
Value ($000) $1,616 Shares 845 Est. Cost $1835.62 Unrealized -8.9%
BKNG Booking Holdings Inc 1.0%
Value ($000) $1,589 Shares 726 Est. Cost $1898.79 Unrealized +20.9%
Dish Network 1.0%
Value ($000) $1,573 Shares 37,640 Est. Cost $32.33 Unrealized
CSX CSX Corp 0.9%
Value ($000) $1,485 Shares 46,275 Est. Cost $29.58 Unrealized +4.7%
JPM JPMorgan Chase & Co 0.9%
Value ($000) $1,476 Shares 9,490 Est. Cost $98.14 Unrealized +42.4%
Walgreens 0.9%
Value ($000) $1,455 Shares 27,654 Est. Cost $39.89 Unrealized
BAC Bank of America 0.9%
Value ($000) $1,399 Shares 33,921 Est. Cost $23.66 Unrealized +54.5%
FRBKQ Republic First Bancorp Inc 0.9%
Value ($000) $1,381 Shares 346,157 Est. Cost $2.65 Unrealized +51.8%
WFC Wells Fargo 0.9%
Value ($000) $1,375 Shares 30,366 Est. Cost $23.04 Unrealized +73.5%
United Parcel Service Inc 0.8%
Value ($000) $1,330 Shares 6,396 Est. Cost $168.44 Unrealized
SYY Sysco Corp 0.8%
Value ($000) $1,267 Shares 16,301 Est. Cost $60.02 Unrealized +18.8%
Howard Hughs 0.8%
Value ($000) $1,236 Shares 12,681 Est. Cost $78.97 Unrealized
ABT Abbott Laboratories 0.7%
Value ($000) $1,200 Shares 10,347 Est. Cost $99.26 Unrealized +8.1%
DLTR Dollar Tree Inc 0.7%
Value ($000) $1,194 Shares 12,001 Est. Cost $100.42 Unrealized +8.2%
DHR Danaher Corp 0.7%
Value ($000) $1,194 Shares 4,448 Est. Cost $196.00 Unrealized +10.8%
CMCSA Comcast 0.7%
Value ($000) $1,189 Shares 20,857 Est. Cost $41.66 Unrealized +17.8%
AXP American Express 0.7%
Value ($000) $1,146 Shares 6,938 Est. Cost $103.86 Unrealized +42.4%
LOW Lowes 0.6%
Value ($000) $1,017 Shares 5,245 Est. Cost $148.05 Unrealized +21.3%
CNI Canadian National Railway 0.6%
Value ($000) $937 Shares 8,883 Est. Cost $97.95 Unrealized +3.0%
INTC Intel 0.5%
Value ($000) $850 Shares 15,143 Est. Cost $44.02 Unrealized +21.7%
T ATT 0.5%
Value ($000) $817 Shares 28,401 Est. Cost $15.38 Unrealized +10.5%
LBRDK Liberty Broadband cl C 0.5%
Value ($000) $813 Shares 4,679 Est. Cost $142.46 Unrealized +5.8%
ViacomCBS cl B 0.5%
Value ($000) $734 Shares 16,232 Est. Cost $37.25 Unrealized
LDOS Leidos Holdings Inc 0.4%
Value ($000) $682 Shares 6,771 Est. Cost $89.59 Unrealized +7.8%
PG Proctor & Gamble Co 0.4%
Value ($000) $674 Shares 4,992 Est. Cost $123.16 Unrealized -2.0%
CACC Credit Acceptance Corp 0.4%
Value ($000) $655 Shares 1,442 Est. Cost $326.62 Unrealized +25.6%
EG Everest Re Group Inc 0.4%
Value ($000) $630 Shares 2,500 Est. Cost $199.69 Unrealized +19.4%
AAP Advande Auto Parts 0.3%
Value ($000) $542 Shares 2,643 Est. Cost $136.86 Unrealized +27.6%
JEF Jefferies Financial 0.3%
Value ($000) $533 Shares 15,585 Est. Cost $17.89 Unrealized +47.3%
ETN Eaton Corp 0.3%
Value ($000) $527 Shares 3,559 Est. Cost $103.87 Unrealized +28.9%
KHC Kraft Heintz Co 0.3%
Value ($000) $513 Shares 12,574 Est. Cost $25.55 Unrealized +32.4%
BF/B Brown Forman 0.3%
Value ($000) $510 Shares 6,804 Est. Cost $69.98 Unrealized -0.9%
FISV Fiserv Inc 0.3%
Value ($000) $490 Shares 4,581 Est. Cost $107.76 Unrealized +7.9%
Colgate Palmolive 0.3%
Value ($000) $478 Shares 5,881 Est. Cost $85.53 Unrealized
Liberty Media Sirius C 0.3%
Value ($000) $441 Shares 9,514 Est. Cost $43.51 Unrealized
MA Mastercard 0.3%
Value ($000) $431 Shares 1,180 Est. Cost $323.35 Unrealized +12.0%
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $427 Shares 6,836 Est. Cost $50.13 Unrealized +8.9%
Cedar Fair 0.2%
Value ($000) $389 Shares 8,675 Est. Cost $39.33 Unrealized
WRB Berkley W R Corp 0.2%
Value ($000) $338 Shares 4,541 Est. Cost $25.56 Unrealized +20.5%
Liberty Global cl C 0.2%
Value ($000) $335 Shares 12,381 Est. Cost $23.67 Unrealized
CI Cigna Corp 0.2%
Value ($000) $329 Shares 1,388 Est. Cost $179.43 Unrealized +28.0%
Discovery Holdings C 0.2%
Value ($000) $323 Shares 11,150 Est. Cost $26.19 Unrealized
LBTYAUSD Liberty Global cl A 0.2%
Value ($000) $295 Shares 10,872 Est. Cost $24.38 Unrealized
SEIC SEI Investments 0.2%
Value ($000) $274 Shares 4,420 Est. Cost $50.82 Unrealized +14.9%
WYNN Wynn Resorts 0.2%
Value ($000) $257 Shares 2,100 Est. Cost $89.68 Unrealized +38.0%
FCN FTI Consulting, Inc. 0.1%
Value ($000) $228 Shares 1,670 Est. Cost $118.44 Unrealized +18.8%
AAPL Apple Inc 0.1%
Value ($000) $219 Shares 1,600 Est. Cost $117.01 Unrealized +8.1%
Liberty Media Sirius A 0.1%
Value ($000) $219 Shares 4,697 Est. Cost $43.22 Unrealized
KDP Keurig Dr. Pepper 0.1%
Value ($000) $218 Shares 6,195 Est. Cost $28.61 Unrealized +10.6%