Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 18, 2023

Total Value ($000): $146 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B Beckshire Hathaway 22.9%
Value ($000) $34 Shares 108,597 Est. Cost $220.20 Unrealized +34.9%
MKL Markel Corp 14.5%
Value ($000) $21 Shares 16,053 Est. Cost $1336.16 Unrealized -7.4%
GOOGL Alphabet Inc. Class A 3.4%
Value ($000) $5 Shares 56,360 Est. Cost $108.73 Unrealized -13.2%
JNJ Johnson & Johnson 3.0%
Value ($000) $4 Shares 24,453 Est. Cost $129.18 Unrealized +21.6%
PM Philip Morris Intl 2.8%
Value ($000) $4 Shares 40,576 Est. Cost $60.35 Unrealized +34.7%
MSFT Microsoft Corp 2.5%
Value ($000) $4 Shares 15,338 Est. Cost $208.99 Unrealized +12.0%
PEP PepsiCo 2.0%
Value ($000) $3 Shares 16,321 Est. Cost $121.24 Unrealized +32.7%
RTX Raytheon Technologies Corp 2.0%
Value ($000) $3 Shares 28,856 Est. Cost $58.43 Unrealized +50.0%
GOOG Alphabet Inc. Class C 1.9%
Value ($000) $3 Shares 31,820 Est. Cost $109.48 Unrealized -13.5%
MCD McDonald's 1.9%
Value ($000) $3 Shares 10,568 Est. Cost $193.25 Unrealized +26.9%
MTD Mettler Toledo Intl 1.9%
Value ($000) $3 Shares 1,925 Est. Cost $1096.55 Unrealized +22.1%
KO Coca Cola Co 1.9%
Value ($000) $3 Shares 43,653 Est. Cost $44.42 Unrealized +23.6%
ABBV Abbvie Inc 1.9%
Value ($000) $3 Shares 16,754 Est. Cost $85.82 Unrealized +59.9%
IBM IBM Corp 1.8%
Value ($000) $3 Shares 18,706 Est. Cost $93.41 Unrealized +31.7%
IPMLF Imperial Metals Corp 1.8%
Value ($000) $3 Shares 1,962,289 Est. Cost $2.82 Unrealized -43.2%
DIS Disney Company 1.5%
Value ($000) $2 Shares 25,585 Est. Cost $139.55 Unrealized -33.0%
MCO Moodys Corp 1.5%
Value ($000) $2 Shares 7,865 Est. Cost $267.92 Unrealized -0.6%
GD General Dynamics Corp 1.4%
Value ($000) $2 Shares 8,451 Est. Cost $131.67 Unrealized +73.8%
Medtronic 1.3%
Value ($000) $2 Shares 24,695 Est. Cost $112.18 Unrealized
ORCL Oracle Corp 1.3%
Value ($000) $2 Shares 22,492 Est. Cost $55.51 Unrealized +31.9%
GS Goldman Sachs Group Inc. 1.1%
Value ($000) $2 Shares 4,670 Est. Cost $198.29 Unrealized +62.2%
IDXX Idexx Labs Inc 1.1%
Value ($000) $2 Shares 3,815 Est. Cost $447.44 Unrealized -13.2%
BUD AB Inbev 1.0%
Value ($000) $2 Shares 25,531 Est. Cost $69.93 Unrealized
BKNG Booking Holdings Inc 1.0%
Value ($000) $1 Shares 720 Est. Cost $1898.79 Unrealized -1.6%
CSX CSX Corp 0.9%
Value ($000) $1 Shares 42,689 Est. Cost $29.58 Unrealized -2.9%
MHK Mohawk Industries 0.9%
Value ($000) $1 Shares 12,733 Est. Cost $120.50 Unrealized -18.6%
John Marshall Bancorp 0.8%
Value ($000) $1 Shares 43,100 Est. Cost $21.90 Unrealized
JPM JPMorgan Chase & Co 0.8%
Value ($000) $1 Shares 9,111 Est. Cost $98.25 Unrealized +19.8%
DHR Danaher Corp 0.8%
Value ($000) $1 Shares 4,448 Est. Cost $196.00 Unrealized +16.4%
LOW Lowes 0.7%
Value ($000) $1 Shares 5,445 Est. Cost $149.94 Unrealized +25.5%
SYY Sysco Corp 0.7%
Value ($000) $1 Shares 14,063 Est. Cost $60.24 Unrealized +22.7%
WFC Wells Fargo 0.7%
Value ($000) $1 Shares 25,807 Est. Cost $23.04 Unrealized +77.2%
ABT Abbott Laboratories 0.7%
Value ($000) $1 Shares 9,414 Est. Cost $99.27 Unrealized -1.7%
AXP American Express 0.7%
Value ($000) $1 Shares 6,884 Est. Cost $103.86 Unrealized +37.1%
CNI Canadian National Railway 0.7%
Value ($000) $1 Shares 8,401 Est. Cost $97.95 Unrealized +14.6%
United Parcel Service Inc 0.7%
Value ($000) $1 Shares 5,486 Est. Cost $168.32 Unrealized
Howard Hughs 0.6%
Value ($000) $1 Shares 12,177 Est. Cost $78.97 Unrealized
Walgreens 0.6%
Value ($000) $1 Shares 24,869 Est. Cost $39.63 Unrealized
BAC Bank of America 0.6%
Value ($000) $1 Shares 25,600 Est. Cost $23.66 Unrealized +34.0%
WYNN Wynn Resorts 0.6%
Value ($000) $1 Shares 10,071 Est. Cost $94.03 Unrealized -24.4%
EG Everest Re Group Inc 0.6%
Value ($000) $1 Shares 2,450 Est. Cost $200.83 Unrealized +47.2%
CACC Credit Acceptance Corp 0.5%
Value ($000) $1 Shares 1,602 Est. Cost $339.82 Unrealized +35.0%
BA Boeing Company 0.5%
Value ($000) $1 Shares 3,830 Est. Cost $169.78 Unrealized -3.7%
WBD Warner Brothers Discovery,inc 0.5%
Value ($000) $1 Shares 72,053 Est. Cost $18.49 Unrealized -38.9%
CMCSA Comcast 0.5%
Value ($000) $1 Shares 19,480 Est. Cost $41.46 Unrealized -27.5%
PG Proctor & Gamble Co 0.4%
Value ($000) $1 Shares 4,286 Est. Cost $123.16 Unrealized +5.4%
LDOS Leidos Holdings Inc 0.4%
Value ($000) $1 Shares 5,267 Est. Cost $89.59 Unrealized +9.9%
ETN Eaton Corp 0.4%
Value ($000) $1 Shares 3,457 Est. Cost $104.30 Unrealized +40.9%
CABO Cable One Inc. 0.4%
Value ($000) $1 Shares 752 Est. Cost $1826.60 Unrealized -61.6%
JEF Jefferies Financial 0.4%
Value ($000) $1 Shares 15,585 Est. Cost $17.89 Unrealized +68.3%
T ATT 0.3%
Value ($000) $0 Shares 26,561 Est. Cost $15.38 Unrealized -1.8%
KHC Kraft Heintz Co 0.3%
Value ($000) $0 Shares 11,801 Est. Cost $25.55 Unrealized +27.2%
WRB Berkley W R Corp 0.3%
Value ($000) $0 Shares 6,516 Est. Cost $28.96 Unrealized +53.7%
Dish Network 0.3%
Value ($000) $0 Shares 33,592 Est. Cost $32.06 Unrealized
BF/B Brown Forman 0.3%
Value ($000) $0 Shares 6,804 Est. Cost $69.98 Unrealized -9.0%
AMZN Amazon 0.3%
Value ($000) $0 Shares 5,160 Est. Cost $126.60 Unrealized -22.0%
CI Cigna Corp 0.3%
Value ($000) $0 Shares 1,292 Est. Cost $179.43 Unrealized +66.6%
FISV Fiserv Inc 0.3%
Value ($000) $0 Shares 4,092 Est. Cost $107.76 Unrealized -7.6%
MA Mastercard 0.3%
Value ($000) $0 Shares 1,180 Est. Cost $323.64 Unrealized -0.1%
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $0 Shares 6,100 Est. Cost $50.44 Unrealized +15.0%
Colgate Palmolive 0.3%
Value ($000) $0 Shares 5,137 Est. Cost $85.53 Unrealized
AAP Advande Auto Parts 0.3%
Value ($000) $0 Shares 2,558 Est. Cost $136.86 Unrealized +9.7%
INTC Intel 0.3%
Value ($000) $0 Shares 14,107 Est. Cost $43.82 Unrealized -39.2%
Cedar Fair 0.2%
Value ($000) $0 Shares 8,575 Est. Cost $39.33 Unrealized
Liberty Media Sirius C 0.2%
Value ($000) $0 Shares 8,994 Est. Cost $43.31 Unrealized
LBRDK Liberty Broadband cl C 0.2%
Value ($000) $0 Shares 4,369 Est. Cost $140.86 Unrealized -45.9%
ENOV Enovis Corp 0.2%
Value ($000) $0 Shares 5,226 Est. Cost $64.35 Unrealized -19.8%
Vistaprint NV Cimpress 0.2%
Value ($000) $0 Shares 9,625 Est. Cost $62.74 Unrealized
FCN FTI Consulting, Inc. 0.2%
Value ($000) $0 Shares 1,670 Est. Cost $118.44 Unrealized +40.9%
SEIC SEI Investments 0.2%
Value ($000) $0 Shares 4,395 Est. Cost $50.85 Unrealized +5.7%
ESAB ESAB Corp 0.2%
Value ($000) $0 Shares 5,226 Est. Cost $47.59 Unrealized -13.0%
Liberty Global cl C 0.2%
Value ($000) $0 Shares 11,679 Est. Cost $23.35 Unrealized
ViacomCBS cl B 0.2%
Value ($000) $0 Shares 13,432 Est. Cost $19.09 Unrealized
KDP Keurig Dr. Pepper 0.1%
Value ($000) $0 Shares 5,995 Est. Cost $28.95 Unrealized +18.4%
AAPL Apple Inc 0.1%
Value ($000) $0 Shares 1,600 Est. Cost $117.01 Unrealized +20.2%
WTW Willis Tower Watson 0.1%
Value ($000) $0 Shares 826 Est. Cost $219.17 Unrealized 0.0%
LBTYAUSD Liberty Global cl A 0.1%
Value ($000) $0 Shares 9,549 Est. Cost $24.22 Unrealized
Liberty Media Sirius A 0.1%
Value ($000) $0 Shares 4,227 Est. Cost $43.03 Unrealized
Ascent Industries Corp 0.1%
Value ($000) $0 Shares 17,904 Est. Cost $13.99 Unrealized