Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $172,084 (100.0% shares, 0.0% debt)

Holdings (80)

BRK/B Beckshire Hathaway 18.2%
Value ($000) $31,331 Shares 112,998 Est. Cost $220.20 Unrealized +46.9%
MKL Markel Corp 14.1%
Value ($000) $24,225 Shares 1,642 Est. Cost $1020.65 Unrealized +26.6%
GOOGL Alphabet Inc. Class A 4.6%
Value ($000) $7,952 Shares 2,859 Est. Cost $83.49 Unrealized +61.5%
IPMLF Imperial Metals Corp 3.4%
Value ($000) $5,765 Shares 1,921,703 Est. Cost $2.82 Unrealized +3.9%
MSFT Microsoft Corp 2.9%
Value ($000) $4,976 Shares 16,138 Est. Cost $208.99 Unrealized +39.4%
JNJ Johnson & Johnson 2.6%
Value ($000) $4,531 Shares 25,568 Est. Cost $129.18 Unrealized +17.5%
GOOG Alphabet Inc. Class C 2.6%
Value ($000) $4,486 Shares 1,606 Est. Cost $83.74 Unrealized +61.1%
PM Philip Morris Intl 2.3%
Value ($000) $3,910 Shares 41,621 Est. Cost $60.35 Unrealized +37.2%
DIS Disney Company 2.1%
Value ($000) $3,687 Shares 26,885 Est. Cost $140.23 Unrealized +0.7%
RTX Raytheon Technologies Corp 1.7%
Value ($000) $2,954 Shares 29,821 Est. Cost $58.43 Unrealized +48.5%
KO Coca Cola Co 1.7%
Value ($000) $2,902 Shares 46,803 Est. Cost $44.27 Unrealized +22.1%
Medtronic 1.7%
Value ($000) $2,892 Shares 26,070 Est. Cost $112.18 Unrealized
ABBV Abbvie Inc 1.6%
Value ($000) $2,812 Shares 17,344 Est. Cost $85.32 Unrealized +48.2%
PEP PepsiCo 1.6%
Value ($000) $2,811 Shares 16,796 Est. Cost $121.24 Unrealized +22.4%
MCD McDonald's 1.6%
Value ($000) $2,743 Shares 11,093 Est. Cost $193.25 Unrealized +17.9%
MTD Mettler Toledo Intl 1.6%
Value ($000) $2,691 Shares 1,960 Est. Cost $1096.55 Unrealized +31.6%
MCO Moodys Corp 1.5%
Value ($000) $2,664 Shares 7,895 Est. Cost $267.92 Unrealized +21.4%
IBM IBM Corp 1.5%
Value ($000) $2,645 Shares 20,343 Est. Cost $93.41 Unrealized +20.0%
IDXX Idexx Labs Inc 1.3%
Value ($000) $2,164 Shares 3,955 Est. Cost $447.44 Unrealized +17.6%
GD General Dynamics Corp 1.2%
Value ($000) $2,147 Shares 8,901 Est. Cost $130.64 Unrealized +56.8%
ORCL Oracle Corp 1.1%
Value ($000) $1,950 Shares 23,567 Est. Cost $55.51 Unrealized +38.7%
DLTR Dollar Tree Inc 1.1%
Value ($000) $1,908 Shares 11,913 Est. Cost $100.42 Unrealized +40.9%
FRBKQ Republic First Bancorp Inc 1.0%
Value ($000) $1,768 Shares 342,640 Est. Cost $2.65 Unrealized +81.8%
BKNG Booking Holdings Inc 1.0%
Value ($000) $1,705 Shares 726 Est. Cost $1898.79 Unrealized +21.0%
CSX CSX Corp 1.0%
Value ($000) $1,700 Shares 45,389 Est. Cost $29.58 Unrealized +13.2%
MHK Mohawk Industries 1.0%
Value ($000) $1,657 Shares 13,343 Est. Cost $120.50 Unrealized +24.5%
GS Goldman Sachs Group Inc. 0.9%
Value ($000) $1,588 Shares 4,810 Est. Cost $198.29 Unrealized +61.3%
BUD AB Inbev 0.9%
Value ($000) $1,585 Shares 26,386 Est. Cost $69.93 Unrealized
Discovery Holdings A 0.9%
Value ($000) $1,463 Shares 58,719 Est. Cost $31.48 Unrealized
WFC Wells Fargo 0.8%
Value ($000) $1,444 Shares 29,807 Est. Cost $23.04 Unrealized +110.5%
BAC Bank of America 0.8%
Value ($000) $1,398 Shares 33,921 Est. Cost $23.66 Unrealized +72.5%
DHR Danaher Corp 0.8%
Value ($000) $1,305 Shares 4,448 Est. Cost $196.00 Unrealized +25.4%
Howard Hughs 0.8%
Value ($000) $1,303 Shares 12,577 Est. Cost $78.97 Unrealized
United Parcel Service Inc 0.8%
Value ($000) $1,301 Shares 6,066 Est. Cost $168.44 Unrealized
AXP American Express 0.7%
Value ($000) $1,287 Shares 6,884 Est. Cost $103.86 Unrealized +65.4%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $1,256 Shares 9,211 Est. Cost $98.14 Unrealized +36.2%
SYY Sysco Corp 0.7%
Value ($000) $1,209 Shares 14,813 Est. Cost $60.02 Unrealized +21.0%
Walgreens 0.7%
Value ($000) $1,198 Shares 26,768 Est. Cost $39.89 Unrealized
Dish Network 0.7%
Value ($000) $1,191 Shares 37,645 Est. Cost $32.33 Unrealized
ABT Abbott Laboratories 0.7%
Value ($000) $1,191 Shares 10,064 Est. Cost $99.26 Unrealized +16.2%
CNI Canadian National Railway 0.7%
Value ($000) $1,171 Shares 8,726 Est. Cost $97.95 Unrealized +18.1%
CABO Cable One Inc. 0.7%
Value ($000) $1,160 Shares 792 Est. Cost $1835.62 Unrealized -22.5%
LOW Lowes 0.6%
Value ($000) $1,060 Shares 5,245 Est. Cost $148.05 Unrealized +44.1%
John Marshall Bancorp 0.6%
Value ($000) $1,002 Shares 45,750 Est. Cost $21.90 Unrealized
CMCSA Comcast 0.5%
Value ($000) $942 Shares 20,130 Est. Cost $41.66 Unrealized +2.9%
AMZN Amazon 0.5%
Value ($000) $854 Shares 262 Est. Cost $154.52 Unrealized 0.0%
WYNN Wynn Resorts 0.5%
Value ($000) $832 Shares 10,431 Est. Cost $94.68 Unrealized -13.5%
CACC Credit Acceptance Corp 0.5%
Value ($000) $794 Shares 1,442 Est. Cost $326.62 Unrealized +66.8%
EG Everest Re Group Inc 0.4%
Value ($000) $746 Shares 2,475 Est. Cost $199.69 Unrealized +34.0%
INTC Intel 0.4%
Value ($000) $718 Shares 14,482 Est. Cost $44.02 Unrealized +4.9%
PG Proctor & Gamble Co 0.4%
Value ($000) $707 Shares 4,626 Est. Cost $123.16 Unrealized +15.4%
T ATT 0.4%
Value ($000) $662 Shares 28,018 Est. Cost $15.38 Unrealized -3.1%
LDOS Leidos Holdings Inc 0.4%
Value ($000) $654 Shares 6,052 Est. Cost $89.59 Unrealized +2.3%
Colfax 0.4%
Value ($000) $649 Shares 16,300 Est. Cost $39.82 Unrealized
LBRDK Liberty Broadband cl C 0.4%
Value ($000) $621 Shares 4,590 Est. Cost $142.46 Unrealized -4.3%
Vistaprint NV Cimpress 0.3%
Value ($000) $599 Shares 9,425 Est. Cost $63.55 Unrealized
ViacomCBS cl B 0.3%
Value ($000) $588 Shares 15,541 Est. Cost $37.25 Unrealized
AAP Advande Auto Parts 0.3%
Value ($000) $540 Shares 2,608 Est. Cost $136.86 Unrealized +45.2%
ETN Eaton Corp 0.3%
Value ($000) $525 Shares 3,457 Est. Cost $103.87 Unrealized +41.8%
JEF Jefferies Financial 0.3%
Value ($000) $512 Shares 15,585 Est. Cost $17.89 Unrealized +67.3%
KHC Kraft Heintz Co 0.3%
Value ($000) $484 Shares 12,296 Est. Cost $25.55 Unrealized +21.4%
Cedar Fair 0.3%
Value ($000) $475 Shares 8,675 Est. Cost $39.33 Unrealized
FISV Fiserv Inc 0.3%
Value ($000) $465 Shares 4,581 Est. Cost $107.76 Unrealized -6.1%
BF/B Brown Forman 0.3%
Value ($000) $456 Shares 6,804 Est. Cost $69.98 Unrealized -11.5%
WRB Berkley W R Corp 0.3%
Value ($000) $441 Shares 6,628 Est. Cost $28.96 Unrealized +25.6%
Liberty Media Sirius C 0.3%
Value ($000) $431 Shares 9,432 Est. Cost $43.51 Unrealized
Colgate Palmolive 0.2%
Value ($000) $430 Shares 5,677 Est. Cost $85.53 Unrealized
MA Mastercard 0.2%
Value ($000) $422 Shares 1,180 Est. Cost $323.35 Unrealized +8.7%
MDLZ Mondelez Intl Inc 0.2%
Value ($000) $412 Shares 6,558 Est. Cost $50.13 Unrealized +17.0%
Liberty Global cl C 0.2%
Value ($000) $318 Shares 12,267 Est. Cost $23.67 Unrealized
CI Cigna Corp 0.2%
Value ($000) $308 Shares 1,284 Est. Cost $179.43 Unrealized +21.7%
BA Boeing Company 0.2%
Value ($000) $306 Shares 1,600 Est. Cost $200.72 Unrealized 0.0%
ACNT Synalloy Corp 0.2%
Value ($000) $299 Shares 18,654 Est. Cost $12.98 Unrealized +32.3%
AAPL Apple Inc 0.2%
Value ($000) $280 Shares 1,600 Est. Cost $117.01 Unrealized +40.9%
Discovery Holdings C 0.2%
Value ($000) $275 Shares 10,997 Est. Cost $26.19 Unrealized
LBTYAUSD Liberty Global cl A 0.2%
Value ($000) $274 Shares 10,759 Est. Cost $24.38 Unrealized
SEIC SEI Investments 0.2%
Value ($000) $266 Shares 4,420 Est. Cost $50.82 Unrealized +10.9%
FCN FTI Consulting, Inc. 0.2%
Value ($000) $263 Shares 1,670 Est. Cost $118.44 Unrealized +25.9%
KDP Keurig Dr. Pepper 0.1%
Value ($000) $246 Shares 6,495 Est. Cost $28.95 Unrealized +18.0%
Liberty Media Sirius A 0.1%
Value ($000) $202 Shares 4,419 Est. Cost $43.22 Unrealized