Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 27, 2022

Total Value ($000): $170,924 (100.0% shares, 0.0% debt)

Holdings (75)

BRK/B Beckshire Hathaway 20.0%
Value ($000) $34,184 Shares 114,319 Est. Cost $220.20 Unrealized +30.1%
MKL Markel Corp 11.5%
Value ($000) $19,713 Shares 15,975 Est. Cost $1020.65 Unrealized +23.6%
GOOGL Alphabet Inc. Class A 4.9%
Value ($000) $8,315 Shares 2,870 Est. Cost $83.49 Unrealized +71.2%
MSFT Microsoft Corp 3.2%
Value ($000) $5,542 Shares 16,479 Est. Cost $208.99 Unrealized +50.0%
GOOG Alphabet Inc. Class C 2.7%
Value ($000) $4,664 Shares 1,612 Est. Cost $83.74 Unrealized +71.3%
IPMLF Imperial Metals Corp 2.7%
Value ($000) $4,636 Shares 1,847,077 Est. Cost $2.81 Unrealized +3.8%
JNJ Johnson & Johnson 2.5%
Value ($000) $4,240 Shares 24,783 Est. Cost $128.47 Unrealized +12.9%
DIS Disney Company 2.5%
Value ($000) $4,214 Shares 27,204 Est. Cost $140.23 Unrealized +12.5%
PM Philip Morris Intl 2.3%
Value ($000) $4,006 Shares 42,166 Est. Cost $60.35 Unrealized +26.5%
MTD Mettler Toledo Intl 2.0%
Value ($000) $3,360 Shares 1,980 Est. Cost $1096.55 Unrealized +37.9%
MCO Moodys Corp 1.8%
Value ($000) $3,150 Shares 8,064 Est. Cost $267.92 Unrealized +39.0%
MCD McDonald's 1.8%
Value ($000) $3,072 Shares 11,458 Est. Cost $193.25 Unrealized +18.8%
PEP PepsiCo 1.7%
Value ($000) $2,971 Shares 17,103 Est. Cost $121.24 Unrealized +18.3%
IBM IBM Corp 1.7%
Value ($000) $2,870 Shares 21,470 Est. Cost $93.41 Unrealized +14.0%
KO Coca Cola Co 1.6%
Value ($000) $2,818 Shares 47,586 Est. Cost $44.27 Unrealized +11.1%
Medtronic 1.6%
Value ($000) $2,723 Shares 26,322 Est. Cost $112.18 Unrealized
RTX Raytheon Technologies Corp 1.5%
Value ($000) $2,618 Shares 30,419 Est. Cost $58.43 Unrealized +35.8%
IDXX Idexx Labs Inc 1.5%
Value ($000) $2,604 Shares 3,955 Est. Cost $447.44 Unrealized +40.3%
MHK Mohawk Industries 1.4%
Value ($000) $2,447 Shares 13,432 Est. Cost $120.50 Unrealized +48.1%
ABBV Abbvie Inc 1.4%
Value ($000) $2,381 Shares 17,586 Est. Cost $85.32 Unrealized +19.2%
ORCL Oracle Corp 1.2%
Value ($000) $2,078 Shares 23,824 Est. Cost $55.51 Unrealized +60.1%
GD General Dynamics Corp 1.1%
Value ($000) $1,900 Shares 9,112 Est. Cost $130.64 Unrealized +41.8%
GS Goldman Sachs Group Inc. 1.1%
Value ($000) $1,821 Shares 4,760 Est. Cost $197.01 Unrealized +80.9%
BKNG Booking Holdings Inc 1.0%
Value ($000) $1,742 Shares 726 Est. Cost $1898.79 Unrealized +22.8%
CSX CSX Corp 1.0%
Value ($000) $1,736 Shares 46,175 Est. Cost $29.58 Unrealized +12.5%
DLTR Dollar Tree Inc 1.0%
Value ($000) $1,686 Shares 12,001 Est. Cost $100.42 Unrealized +21.0%
BUD AB Inbev 0.9%
Value ($000) $1,609 Shares 26,574 Est. Cost $69.93 Unrealized
BAC Bank of America 0.9%
Value ($000) $1,509 Shares 33,921 Est. Cost $23.66 Unrealized +73.4%
JPM JPMorgan Chase & Co 0.9%
Value ($000) $1,467 Shares 9,265 Est. Cost $98.14 Unrealized +50.6%
DHR Danaher Corp 0.9%
Value ($000) $1,463 Shares 4,448 Est. Cost $196.00 Unrealized +37.8%
ABT Abbott Laboratories 0.9%
Value ($000) $1,456 Shares 10,347 Est. Cost $99.26 Unrealized +19.6%
WFC Wells Fargo 0.8%
Value ($000) $1,450 Shares 30,216 Est. Cost $23.04 Unrealized +92.8%
Walgreens 0.8%
Value ($000) $1,438 Shares 27,573 Est. Cost $39.89 Unrealized
CABO Cable One Inc. 0.8%
Value ($000) $1,420 Shares 805 Est. Cost $1835.62 Unrealized -9.9%
Discovery Holdings A 0.8%
Value ($000) $1,398 Shares 59,387 Est. Cost $31.48 Unrealized
LOW Lowes 0.8%
Value ($000) $1,356 Shares 5,245 Est. Cost $148.05 Unrealized +48.5%
United Parcel Service Inc 0.8%
Value ($000) $1,344 Shares 6,271 Est. Cost $168.44 Unrealized
Howard Hughs 0.8%
Value ($000) $1,291 Shares 12,681 Est. Cost $78.97 Unrealized
FRBKQ Republic First Bancorp Inc 0.8%
Value ($000) $1,288 Shares 346,157 Est. Cost $2.65 Unrealized +26.9%
Dish Network 0.7%
Value ($000) $1,221 Shares 37,640 Est. Cost $32.33 Unrealized
SYY Sysco Corp 0.7%
Value ($000) $1,210 Shares 15,401 Est. Cost $60.02 Unrealized +14.6%
AXP American Express 0.7%
Value ($000) $1,135 Shares 6,938 Est. Cost $103.86 Unrealized +55.8%
CNI Canadian National Railway 0.6%
Value ($000) $1,085 Shares 8,833 Est. Cost $97.95 Unrealized +19.2%
CMCSA Comcast 0.6%
Value ($000) $1,040 Shares 20,667 Est. Cost $41.66 Unrealized +10.7%
CACC Credit Acceptance Corp 0.6%
Value ($000) $992 Shares 1,442 Est. Cost $326.62 Unrealized +97.0%
WYNN Wynn Resorts 0.5%
Value ($000) $887 Shares 10,431 Est. Cost $94.68 Unrealized -9.1%
PG Proctor & Gamble Co 0.5%
Value ($000) $774 Shares 4,733 Est. Cost $123.16 Unrealized +8.9%
INTC Intel 0.4%
Value ($000) $757 Shares 14,698 Est. Cost $44.02 Unrealized +7.4%
LBRDK Liberty Broadband cl C 0.4%
Value ($000) $746 Shares 4,630 Est. Cost $142.46 Unrealized +8.1%
T ATT 0.4%
Value ($000) $699 Shares 28,401 Est. Cost $15.38 Unrealized -4.6%
EG Everest Re Group Inc 0.4%
Value ($000) $685 Shares 2,500 Est. Cost $199.69 Unrealized +25.4%
AAP Advande Auto Parts 0.4%
Value ($000) $626 Shares 2,608 Est. Cost $136.86 Unrealized +50.1%
ETN Eaton Corp 0.4%
Value ($000) $606 Shares 3,509 Est. Cost $103.87 Unrealized +49.7%
JEF Jefferies Financial 0.4%
Value ($000) $605 Shares 15,585 Est. Cost $17.89 Unrealized +88.4%
LDOS Leidos Holdings Inc 0.3%
Value ($000) $556 Shares 6,256 Est. Cost $89.59 Unrealized -1.0%
Colgate Palmolive 0.3%
Value ($000) $502 Shares 5,881 Est. Cost $85.53 Unrealized
BF/B Brown Forman 0.3%
Value ($000) $496 Shares 6,804 Est. Cost $69.98 Unrealized -6.6%
Liberty Media Sirius C 0.3%
Value ($000) $484 Shares 9,514 Est. Cost $43.51 Unrealized
ViacomCBS cl B 0.3%
Value ($000) $477 Shares 15,814 Est. Cost $37.25 Unrealized
FISV Fiserv Inc 0.3%
Value ($000) $475 Shares 4,581 Est. Cost $107.76 Unrealized -4.0%
KHC Kraft Heintz Co 0.3%
Value ($000) $445 Shares 12,388 Est. Cost $25.55 Unrealized +15.4%
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $440 Shares 6,629 Est. Cost $50.13 Unrealized +10.3%
Cedar Fair 0.3%
Value ($000) $434 Shares 8,675 Est. Cost $39.33 Unrealized
MA Mastercard 0.2%
Value ($000) $424 Shares 1,180 Est. Cost $323.35 Unrealized +4.5%
WRB Berkley W R Corp 0.2%
Value ($000) $374 Shares 4,541 Est. Cost $25.56 Unrealized +25.2%
Liberty Global cl C 0.2%
Value ($000) $348 Shares 12,381 Est. Cost $23.67 Unrealized
ACNT Synalloy Corp 0.2%
Value ($000) $307 Shares 18,706 Est. Cost $12.98 Unrealized 0.0%
LBTYAUSD Liberty Global cl A 0.2%
Value ($000) $300 Shares 10,797 Est. Cost $24.38 Unrealized
CI Cigna Corp 0.2%
Value ($000) $297 Shares 1,293 Est. Cost $179.43 Unrealized +9.9%
AAPL Apple Inc 0.2%
Value ($000) $284 Shares 1,600 Est. Cost $117.01 Unrealized +32.2%
SEIC SEI Investments 0.2%
Value ($000) $269 Shares 4,420 Est. Cost $50.82 Unrealized +14.9%
FCN FTI Consulting, Inc. 0.1%
Value ($000) $256 Shares 1,670 Est. Cost $118.44 Unrealized +23.2%
Discovery Holdings C 0.1%
Value ($000) $255 Shares 11,150 Est. Cost $26.19 Unrealized
Liberty Media Sirius A 0.1%
Value ($000) $228 Shares 4,487 Est. Cost $43.22 Unrealized
KDP Keurig Dr. Pepper 0.1%
Value ($000) $225 Shares 6,095 Est. Cost $28.61 Unrealized +10.5%