Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 2, 2022

Total Value ($000): $147,513 (100.0% shares, 0.0% debt)

Holdings (80)

BRK/B Beckshire Hathaway 20.1%
Value ($000) $29,721 Shares 108,863 Est. Cost $220.20 Unrealized +42.5%
MKL Markel Corp 14.0%
Value ($000) $20,706 Shares 16,011 Est. Cost $1336.16 Unrealized +2.7%
GOOGL Alphabet Inc. Class A 4.2%
Value ($000) $6,198 Shares 2,844 Est. Cost $83.49 Unrealized +40.0%
IPMLF Imperial Metals Corp 3.0%
Value ($000) $4,449 Shares 1,975,885 Est. Cost $2.82 Unrealized -3.5%
JNJ Johnson & Johnson 3.0%
Value ($000) $4,392 Shares 24,743 Est. Cost $129.18 Unrealized +23.8%
PM Philip Morris Intl 2.7%
Value ($000) $3,999 Shares 40,501 Est. Cost $60.35 Unrealized +41.5%
MSFT Microsoft Corp 2.7%
Value ($000) $3,991 Shares 15,538 Est. Cost $208.99 Unrealized +26.1%
GOOG Alphabet Inc. Class C 2.4%
Value ($000) $3,513 Shares 1,606 Est. Cost $83.74 Unrealized +40.1%
KO Coca Cola Co 1.9%
Value ($000) $2,812 Shares 44,703 Est. Cost $44.27 Unrealized +28.2%
RTX Raytheon Technologies Corp 1.9%
Value ($000) $2,810 Shares 29,238 Est. Cost $58.43 Unrealized +51.5%
IBM IBM Corp 1.9%
Value ($000) $2,768 Shares 19,608 Est. Cost $93.41 Unrealized +25.8%
PEP PepsiCo 1.8%
Value ($000) $2,703 Shares 16,221 Est. Cost $121.24 Unrealized +23.6%
MCD McDonald's 1.8%
Value ($000) $2,597 Shares 10,518 Est. Cost $193.25 Unrealized +17.1%
ABBV Abbvie Inc 1.7%
Value ($000) $2,565 Shares 16,744 Est. Cost $85.32 Unrealized +57.2%
DIS Disney Company 1.6%
Value ($000) $2,415 Shares 25,588 Est. Cost $140.23 Unrealized -22.7%
Medtronic 1.5%
Value ($000) $2,272 Shares 25,320 Est. Cost $112.18 Unrealized
MTD Mettler Toledo Intl 1.5%
Value ($000) $2,252 Shares 1,960 Est. Cost $1096.55 Unrealized +14.6%
MCO Moodys Corp 1.5%
Value ($000) $2,147 Shares 7,895 Est. Cost $267.92 Unrealized +8.2%
GD General Dynamics Corp 1.3%
Value ($000) $1,861 Shares 8,411 Est. Cost $130.64 Unrealized +63.4%
CSX CSX Corp 1.2%
Value ($000) $1,700 Shares 45,389 Est. Cost $29.58 Unrealized +4.6%
ORCL Oracle Corp 1.1%
Value ($000) $1,613 Shares 23,092 Est. Cost $55.51 Unrealized +25.8%
MHK Mohawk Industries 1.1%
Value ($000) $1,584 Shares 12,768 Est. Cost $120.50 Unrealized +10.2%
GS Goldman Sachs Group Inc. 1.0%
Value ($000) $1,409 Shares 4,745 Est. Cost $198.29 Unrealized +43.0%
BUD AB Inbev 0.9%
Value ($000) $1,390 Shares 25,756 Est. Cost $69.93 Unrealized
IDXX Idexx Labs Inc 0.9%
Value ($000) $1,387 Shares 3,955 Est. Cost $447.44 Unrealized -8.9%
FRBKQ Republic First Bancorp Inc 0.9%
Value ($000) $1,298 Shares 340,740 Est. Cost $2.65 Unrealized +61.1%
AXP American Express 0.9%
Value ($000) $1,287 Shares 6,884 Est. Cost $103.86 Unrealized +51.7%
BKNG Booking Holdings Inc 0.9%
Value ($000) $1,268 Shares 725 Est. Cost $1898.79 Unrealized +10.5%
SYY Sysco Corp 0.8%
Value ($000) $1,204 Shares 14,213 Est. Cost $60.02 Unrealized +26.2%
DHR Danaher Corp 0.8%
Value ($000) $1,128 Shares 4,448 Est. Cost $196.00 Unrealized +15.4%
WFC Wells Fargo 0.7%
Value ($000) $1,027 Shares 26,207 Est. Cost $23.04 Unrealized +73.4%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $1,023 Shares 9,086 Est. Cost $98.14 Unrealized +15.2%
John Marshall Bancorp 0.7%
Value ($000) $1,013 Shares 44,950 Est. Cost $21.90 Unrealized
ABT Abbott Laboratories 0.7%
Value ($000) $1,012 Shares 9,314 Est. Cost $99.26 Unrealized +6.9%
United Parcel Service Inc 0.7%
Value ($000) $998 Shares 5,466 Est. Cost $168.44 Unrealized
WBD Warner Brothers Discovery,inc 0.7%
Value ($000) $983 Shares 73,267 Est. Cost $18.55 Unrealized 0.0%
CNI Canadian National Railway 0.7%
Value ($000) $965 Shares 8,576 Est. Cost $97.95 Unrealized +10.9%
CABO Cable One Inc. 0.6%
Value ($000) $957 Shares 742 Est. Cost $1835.62 Unrealized -35.1%
Walgreens 0.6%
Value ($000) $927 Shares 24,459 Est. Cost $39.89 Unrealized
LOW Lowes 0.6%
Value ($000) $899 Shares 5,145 Est. Cost $148.05 Unrealized +21.3%
Howard Hughs 0.6%
Value ($000) $843 Shares 12,392 Est. Cost $78.97 Unrealized
BAC Bank of America 0.5%
Value ($000) $797 Shares 25,600 Est. Cost $23.66 Unrealized +38.4%
CMCSA Comcast 0.5%
Value ($000) $751 Shares 19,130 Est. Cost $41.66 Unrealized -7.9%
CACC Credit Acceptance Corp 0.5%
Value ($000) $683 Shares 1,442 Est. Cost $326.62 Unrealized +68.9%
EG Everest Re Group Inc 0.5%
Value ($000) $673 Shares 2,400 Est. Cost $199.69 Unrealized +32.7%
PG Proctor & Gamble Co 0.5%
Value ($000) $665 Shares 4,626 Est. Cost $123.16 Unrealized +11.5%
T ATT 0.4%
Value ($000) $662 Shares 28,018 Est. Cost $15.38 Unrealized +6.0%
Colfax 0.4%
Value ($000) $649 Shares 16,300 Est. Cost $39.82 Unrealized
Dish Network 0.4%
Value ($000) $643 Shares 35,836 Est. Cost $32.33 Unrealized
Vistaprint NV Cimpress 0.4%
Value ($000) $599 Shares 9,425 Est. Cost $63.55 Unrealized
LDOS Leidos Holdings Inc 0.4%
Value ($000) $589 Shares 5,852 Est. Cost $89.59 Unrealized +10.4%
WYNN Wynn Resorts 0.4%
Value ($000) $586 Shares 10,281 Est. Cost $94.68 Unrealized -32.2%
AMZN Amazon 0.4%
Value ($000) $557 Shares 5,240 Est. Cost $126.60 Unrealized -1.2%
INTC Intel 0.4%
Value ($000) $532 Shares 14,232 Est. Cost $44.02 Unrealized -7.7%
BA Boeing Company 0.3%
Value ($000) $511 Shares 3,735 Est. Cost $170.31 Unrealized -13.4%
LBRDK Liberty Broadband cl C 0.3%
Value ($000) $503 Shares 4,354 Est. Cost $142.46 Unrealized -19.9%
BF/B Brown Forman 0.3%
Value ($000) $477 Shares 6,804 Est. Cost $69.98 Unrealized -10.7%
KHC Kraft Heintz Co 0.3%
Value ($000) $452 Shares 11,858 Est. Cost $25.55 Unrealized +31.3%
AAP Advande Auto Parts 0.3%
Value ($000) $451 Shares 2,608 Est. Cost $136.86 Unrealized +31.9%
WRB Berkley W R Corp 0.3%
Value ($000) $441 Shares 6,628 Est. Cost $28.96 Unrealized +43.4%
JEF Jefferies Financial 0.3%
Value ($000) $430 Shares 15,585 Est. Cost $17.89 Unrealized +46.9%
ETN Eaton Corp 0.3%
Value ($000) $429 Shares 3,407 Est. Cost $103.87 Unrealized +27.6%
Colgate Palmolive 0.3%
Value ($000) $427 Shares 5,327 Est. Cost $85.53 Unrealized
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $382 Shares 6,145 Est. Cost $50.13 Unrealized +14.2%
Cedar Fair 0.3%
Value ($000) $381 Shares 8,675 Est. Cost $39.33 Unrealized
MA Mastercard 0.3%
Value ($000) $380 Shares 1,205 Est. Cost $323.64 Unrealized +4.2%
FISV Fiserv Inc 0.3%
Value ($000) $377 Shares 4,242 Est. Cost $107.76 Unrealized -10.0%
ViacomCBS cl B 0.2%
Value ($000) $368 Shares 14,916 Est. Cost $37.25 Unrealized
CI Cigna Corp 0.2%
Value ($000) $338 Shares 1,284 Est. Cost $179.43 Unrealized +34.5%
Liberty Media Sirius C 0.2%
Value ($000) $323 Shares 8,960 Est. Cost $43.51 Unrealized
FCN FTI Consulting, Inc. 0.2%
Value ($000) $302 Shares 1,670 Est. Cost $118.44 Unrealized +39.3%
ENOV Enovis Corp 0.2%
Value ($000) $288 Shares 5,242 Est. Cost $64.47 Unrealized 0.0%
ACNT Synalloy Corp 0.2%
Value ($000) $255 Shares 18,154 Est. Cost $12.98 Unrealized +22.2%
Liberty Global cl C 0.2%
Value ($000) $255 Shares 11,551 Est. Cost $23.67 Unrealized
SEIC SEI Investments 0.2%
Value ($000) $242 Shares 4,480 Est. Cost $50.85 Unrealized +5.0%
ESAB ESAB Corp 0.2%
Value ($000) $229 Shares 5,242 Est. Cost $47.67 Unrealized 0.0%
KDP Keurig Dr. Pepper 0.2%
Value ($000) $223 Shares 6,295 Est. Cost $28.95 Unrealized +13.5%
AAPL Apple Inc 0.1%
Value ($000) $219 Shares 1,600 Est. Cost $117.01 Unrealized +27.0%
LBTYAUSD Liberty Global cl A 0.1%
Value ($000) $207 Shares 9,820 Est. Cost $24.38 Unrealized
Liberty Media Sirius A 0.1%
Value ($000) $151 Shares 4,187 Est. Cost $43.22 Unrealized