Citadel Investment Advisory, Inc. Diversified Active

CIK: 0001811907 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $218 (100.0% shares, 0.0% debt)

Holdings (82)

BRK/B Beckshire Hathaway 24.4%
Value ($000) $53 Shares 106,017 Est. Cost $222.85 Unrealized +117.4%
MKL Markel Corp 13.6%
Value ($000) $30 Shares 15,519 Est. Cost $1338.96 Unrealized +46.4%
GOOGL Alphabet Inc. Class A 5.4%
Value ($000) $12 Shares 48,749 Est. Cost $114.59 Unrealized +82.6%
MSFT Microsoft Corp 3.5%
Value ($000) $8 Shares 14,927 Est. Cost $221.16 Unrealized +130.0%
IPMLF Imperial Metals Corp 3.4%
Value ($000) $7 Shares 1,748,340 Est. Cost $1.70 Unrealized +102.9%
GOOG Alphabet Inc. Class C 3.1%
Value ($000) $7 Shares 28,130 Est. Cost $109.48 Unrealized +91.8%
ORCL Oracle Corp 3.0%
Value ($000) $7 Shares 23,150 Est. Cost $63.65 Unrealized +299.3%
PM Philip Morris Intl 2.9%
Value ($000) $6 Shares 39,580 Est. Cost $60.93 Unrealized +171.1%
IBM IBM Corp 2.2%
Value ($000) $5 Shares 17,185 Est. Cost $93.41 Unrealized +177.9%
RTX Raytheon Technologies Corp 2.2%
Value ($000) $5 Shares 28,571 Est. Cost $60.68 Unrealized +154.3%
JNJ Johnson & Johnson 2.0%
Value ($000) $4 Shares 23,446 Est. Cost $129.66 Unrealized +30.7%
ABBV Abbvie Inc 1.9%
Value ($000) $4 Shares 18,291 Est. Cost $98.49 Unrealized +105.1%
MCO Moodys Corp 1.7%
Value ($000) $4 Shares 7,702 Est. Cost $271.00 Unrealized +85.5%
GS Goldman Sachs Group Inc. 1.6%
Value ($000) $3 Shares 4,262 Est. Cost $198.29 Unrealized +270.6%
MCD McDonald's 1.5%
Value ($000) $3 Shares 10,526 Est. Cost $197.82 Unrealized +52.4%
BKNG Booking Holdings Inc 1.5%
Value ($000) $3 Shares 587 Est. Cost $1982.21 Unrealized +180.7%
GD General Dynamics Corp 1.3%
Value ($000) $3 Shares 8,411 Est. Cost $138.34 Unrealized +126.8%
JPM JPMorgan Chase & Co 1.2%
Value ($000) $3 Shares 8,599 Est. Cost $98.25 Unrealized +201.2%
KO Coca Cola Co 1.2%
Value ($000) $3 Shares 40,403 Est. Cost $44.74 Unrealized +51.8%
DIS Disney Company 1.2%
Value ($000) $3 Shares 23,207 Est. Cost $138.63 Unrealized -15.6%
IDXX Idexx Labs Inc 1.1%
Value ($000) $2 Shares 3,682 Est. Cost $447.83 Unrealized +35.5%
PEP PepsiCo 1.0%
Value ($000) $2 Shares 15,968 Est. Cost $122.25 Unrealized +14.9%
MTD Mettler Toledo Intl 1.0%
Value ($000) $2 Shares 1,710 Est. Cost $1096.55 Unrealized +14.3%
Medtronic 1.0%
Value ($000) $2 Shares 21,946 Est. Cost $111.03 Unrealized
AXP American Express 0.9%
Value ($000) $2 Shares 6,032 Est. Cost $103.86 Unrealized +204.8%
WFC Wells Fargo 0.8%
Value ($000) $2 Shares 20,341 Est. Cost $23.04 Unrealized +249.3%
MHK Mohawk Industries 0.7%
Value ($000) $2 Shares 12,626 Est. Cost $121.23 Unrealized +2.2%
AMG Affiliated Managers 0.7%
Value ($000) $2 Shares 6,432 Est. Cost $142.48 Unrealized +54.7%
CSX CSX Corp 0.7%
Value ($000) $1 Shares 40,810 Est. Cost $29.71 Unrealized +14.2%
BUD AB Inbev 0.6%
Value ($000) $1 Shares 21,260 Est. Cost $7.16 Unrealized
CACC Credit Acceptance Corp 0.6%
Value ($000) $1 Shares 2,650 Est. Cost $410.40 Unrealized +21.6%
ABT Abbott Laboratories 0.6%
Value ($000) $1 Shares 9,064 Est. Cost $127.30 Unrealized +2.6%
ETN Eaton Corp 0.6%
Value ($000) $1 Shares 3,244 Est. Cost $104.30 Unrealized +248.3%
JEF Jefferies Financial 0.6%
Value ($000) $1 Shares 18,420 Est. Cost $24.36 Unrealized +145.9%
BAC Bank of America 0.5%
Value ($000) $1 Shares 21,895 Est. Cost $23.66 Unrealized +104.4%
LOW Lowes 0.5%
Value ($000) $1 Shares 4,420 Est. Cost $149.94 Unrealized +62.9%
WRB Berkley W R Corp 0.5%
Value ($000) $1 Shares 14,453 Est. Cost $49.78 Unrealized +40.6%
AMZN Amazon 0.5%
Value ($000) $1 Shares 4,732 Est. Cost $126.92 Unrealized +78.3%
WBD Warner Brothers Discovery,inc 0.5%
Value ($000) $1 Shares 52,612 Est. Cost $18.49 Unrealized -26.3%
Howard Hughs 0.4%
Value ($000) $1 Shares 11,792 Est. Cost $78.97 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $1 Shares 4,348 Est. Cost $196.00 Unrealized +1.2%
SYY Sysco Corp 0.4%
Value ($000) $1 Shares 10,188 Est. Cost $60.24 Unrealized +30.9%
LDOS Leidos Holdings Inc 0.4%
Value ($000) $1 Shares 4,177 Est. Cost $89.59 Unrealized +93.5%
WYNN Wynn Resorts 0.4%
Value ($000) $1 Shares 5,961 Est. Cost $94.03 Unrealized +22.4%
John Marshall Bancorp 0.3%
Value ($000) $1 Shares 38,200 Est. Cost $21.52 Unrealized
BA Boeing Company 0.3%
Value ($000) $1 Shares 3,495 Est. Cost $169.78 Unrealized +32.8%
EG Everest Re Group Inc 0.3%
Value ($000) $1 Shares 2,127 Est. Cost $200.83 Unrealized +68.1%
CNI Canadian National Railway 0.3%
Value ($000) $1 Shares 7,711 Est. Cost $97.95 Unrealized -2.0%
MA Mastercard 0.3%
Value ($000) $1 Shares 1,155 Est. Cost $323.64 Unrealized +77.2%
PG Proctor & Gamble Co 0.3%
Value ($000) $1 Shares 4,012 Est. Cost $123.16 Unrealized +25.8%
META META 0.3%
Value ($000) $1 Shares 790 Est. Cost $400.76 Unrealized +85.5%
Vistaprint NV Cimpress 0.2%
Value ($000) $1 Shares 8,575 Est. Cost $62.74 Unrealized
CMCSA Comcast 0.2%
Value ($000) $1 Shares 16,230 Est. Cost $41.41 Unrealized -19.9%
FISV Fiserv Inc 0.2%
Value ($000) $0 Shares 3,550 Est. Cost $107.76 Unrealized +33.0%
T ATT 0.2%
Value ($000) $0 Shares 14,531 Est. Cost $15.35 Unrealized +82.9%
ESAB ESAB Corp 0.2%
Value ($000) $0 Shares 3,528 Est. Cost $47.59 Unrealized +149.5%
AAPL Apple Inc 0.2%
Value ($000) $0 Shares 1,500 Est. Cost $117.01 Unrealized +92.8%
LECO Lincoln Electric Holdings 0.2%
Value ($000) $0 Shares 1,571 Est. Cost $174.22 Unrealized +34.4%
United Parcel Service Inc 0.2%
Value ($000) $0 Shares 4,341 Est. Cost $164.16 Unrealized
SEIC SEI Investments 0.2%
Value ($000) $0 Shares 3,940 Est. Cost $50.85 Unrealized +73.7%
MSCI MSCI Inc 0.2%
Value ($000) $0 Shares 580 Est. Cost $549.12 Unrealized +2.5%
CI Cigna Corp 0.1%
Value ($000) $0 Shares 1,131 Est. Cost $179.43 Unrealized +63.4%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $0 Shares 4,699 Est. Cost $50.44 Unrealized +25.7%
Colgate Palmolive 0.1%
Value ($000) $0 Shares 3,797 Est. Cost $85.53 Unrealized
WTW Willis Tower Watson 0.1%
Value ($000) $0 Shares 817 Est. Cost $219.17 Unrealized +47.0%
FCN FTI Consulting, Inc. 0.1%
Value ($000) $0 Shares 1,670 Est. Cost $118.44 Unrealized +40.2%
INTC Intel 0.1%
Value ($000) $0 Shares 10,710 Est. Cost $43.82 Unrealized -44.7%
LBRDK Liberty Broadband cl C 0.1%
Value ($000) $0 Shares 3,412 Est. Cost $140.86 Unrealized -51.0%
COF Capital One 0.1%
Value ($000) $0 Shares 950 Est. Cost $185.05 Unrealized +17.7%
KDP Keurig Dr. Pepper 0.1%
Value ($000) $0 Shares 7,845 Est. Cost $29.95 Unrealized +2.9%
KHC Kraft Heintz Co 0.1%
Value ($000) $0 Shares 7,298 Est. Cost $25.55 Unrealized +3.6%
BF/B Brown Forman 0.1%
Value ($000) $0 Shares 6,804 Est. Cost $69.98 Unrealized -59.1%
Pinnacle Financial Partners 0.1%
Value ($000) $0 Shares 1,909 Est. Cost $0.11 Unrealized
Sirius XM Holdings 0.1%
Value ($000) $0 Shares 7,396 Est. Cost $0.02 Unrealized
Ascent Industries Corp 0.1%
Value ($000) $0 Shares 13,077 Est. Cost $13.99 Unrealized
WTM White Mountains 0.1%
Value ($000) $0 Shares 100 Est. Cost $1889.39 Unrealized -5.6%
SATS Echostar Corp 0.1%
Value ($000) $0 Shares 4,982 Est. Cost $13.94 Unrealized +224.8%
CABO Cable One Inc. 0.0%
Value ($000) $0 Shares 610 Est. Cost $1826.60 Unrealized -91.8%
ENOV Enovis Corp 0.0%
Value ($000) $0 Shares 2,889 Est. Cost $64.35 Unrealized -52.9%
Paramount Global 0.0%
Value ($000) $0 Shares 6,738 Est. Cost $19.09 Unrealized
Liberty Global cl C 0.0%
Value ($000) $0 Shares 7,967 Est. Cost $23.35 Unrealized
LBTYAUSD Liberty Global cl A 0.0%
Value ($000) $0 Shares 5,951 Est. Cost $23.88 Unrealized