Citadel Investment Advisory, Inc. Diversified Active

Location: Chesterland, OH

CIK: 0001811907 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $210M

Holdings (78)

BRK/B Beckshire Hathaway 24.0%
Value $50.28M Shares 104,930 Est. Cost $222.85 Unrealized +121.4%
MKL Markel Corp 13.9%
Value $29.17M Shares 15,242 Est. Cost $1338.96 Unrealized +55.2%
GOOGL Alphabet Inc. Class A 6.4%
Value $13.47M Shares 46,844 Est. Cost $114.59 Unrealized +182.1%
IPMLF Imperial Metals Corp 4.6%
Value $9.643M Shares 1,734,313 Est. Cost $1.70 Unrealized +384.5%
GOOG Alphabet Inc. Class C 3.8%
Value $7.955M Shares 27,730 Est. Cost $109.48 Unrealized +195.7%
PM Philip Morris Intl 3.1%
Value $6.453M Shares 39,030 Est. Cost $60.93 Unrealized +188.7%
JNJ Johnson & Johnson 2.7%
Value $5.635M Shares 23,053 Est. Cost $129.66 Unrealized +75.7%
MSFT Microsoft Corp 2.6%
Value $5.393M Shares 14,568 Est. Cost $221.16 Unrealized +96.5%
RTX Raytheon Technologies Corp 2.6%
Value $5.39M Shares 27,943 Est. Cost $60.68 Unrealized +224.0%
IBM IBM Corp 2.0%
Value $4.09M Shares 16,875 Est. Cost $93.41 Unrealized +204.0%
ABBV Abbvie Inc 1.9%
Value $3.884M Shares 17,858 Est. Cost $98.49 Unrealized +126.0%
GS Goldman Sachs Group Inc. 1.7%
Value $3.481M Shares 4,115 Est. Cost $198.29 Unrealized +370.3%
ORCL Oracle Corp 1.6%
Value $3.29M Shares 22,366 Est. Cost $63.65 Unrealized +166.5%
MCO Moodys Corp 1.5%
Value $3.24M Shares 7,427 Est. Cost $271.00 Unrealized +80.7%
MCD McDonald's 1.5%
Value $3.193M Shares 10,273 Est. Cost $197.82 Unrealized +60.4%
KO Coca Cola Co 1.4%
Value $2.928M Shares 38,503 Est. Cost $44.74 Unrealized +67.1%
GD General Dynamics Corp 1.4%
Value $2.847M Shares 8,295 Est. Cost $138.34 Unrealized +156.2%
JPM JPMorgan Chase & Co 1.2%
Value $2.477M Shares 8,422 Est. Cost $98.25 Unrealized +217.0%
PEP PepsiCo 1.2%
Value $2.415M Shares 15,552 Est. Cost $122.25 Unrealized +26.6%
BKNG Booking Holdings Inc 1.2%
Value $2.413M Shares 573 Est. Cost $1982.21 Unrealized +141.2%
DIS Disney Company 1.0%
Value $2.16M Shares 22,416 Est. Cost $138.63 Unrealized -21.1%
MTD Mettler Toledo Intl 1.0%
Value $2.144M Shares 1,700 Est. Cost $1096.55 Unrealized +28.9%
IDXX Idexx Labs Inc 0.9%
Value $1.962M Shares 3,491 Est. Cost $447.83 Unrealized +49.7%
WRB Berkley W R Corp 0.9%
Value $1.953M Shares 29,468 Est. Cost $61.56 Unrealized +12.8%
Medtronic 0.9%
Value $1.794M Shares 20,700 Est. Cost $111.96 Unrealized
AMG Affiliated Managers 0.9%
Value $1.785M Shares 6,452 Est. Cost $142.48 Unrealized +119.2%
AXP American Express 0.8%
Value $1.764M Shares 5,832 Est. Cost $103.86 Unrealized +242.9%
WFC Wells Fargo 0.8%
Value $1.574M Shares 19,775 Est. Cost $23.04 Unrealized +290.9%
CSX CSX Corp 0.7%
Value $1.546M Shares 37,660 Est. Cost $29.71 Unrealized +29.6%
WBD Warner Brothers Discovery,inc 0.7%
Value $1.383M Shares 50,363 Est. Cost $18.49 Unrealized +52.7%
JEF Jefferies Financial 0.5%
Value $1.145M Shares 18,480 Est. Cost $24.36 Unrealized +141.4%
BUD AB Inbev 0.5%
Value $1.136M Shares 16,383 Est. Cost $62.41 Unrealized
ETN Eaton Corp 0.5%
Value $1.125M Shares 3,144 Est. Cost $104.30 Unrealized +239.0%
CACC Credit Acceptance Corp 0.5%
Value $1.069M Shares 2,525 Est. Cost $410.40 Unrealized +16.3%
BAC Bank of America 0.5%
Value $1.011M Shares 20,735 Est. Cost $23.66 Unrealized +126.8%
MHK Mohawk Industries 0.5%
Value $970K Shares 9,852 Est. Cost $121.23 Unrealized +1.9%
AMZN Amazon 0.5%
Value $961K Shares 4,612 Est. Cost $126.92 Unrealized +78.7%
LOW Lowes 0.5%
Value $951K Shares 4,026 Est. Cost $149.94 Unrealized +81.1%
ABT Abbott Laboratories 0.4%
Value $896K Shares 8,730 Est. Cost $127.30 Unrealized -9.3%
DHR Danaher Corp 0.4%
Value $824K Shares 4,348 Est. Cost $196.00 Unrealized +14.6%
John Marshall Bancorp 0.4%
Value $754K Shares 37,200 Est. Cost $21.81 Unrealized
Howard Hughs 0.4%
Value $740K Shares 11,692 Est. Cost $78.97 Unrealized
CNI Canadian National Railway 0.4%
Value $736K Shares 7,161 Est. Cost $97.95 Unrealized +4.3%
BA Boeing Company 0.3%
Value $696K Shares 3,495 Est. Cost $169.78 Unrealized +40.5%
SYY Sysco Corp 0.3%
Value $671K Shares 9,401 Est. Cost $60.24 Unrealized +36.5%
EG Everest Re Group Inc 0.3%
Value $641K Shares 1,960 Est. Cost $200.83 Unrealized +64.9%
LDOS Leidos Holdings Inc 0.3%
Value $639K Shares 4,110 Est. Cost $89.59 Unrealized +107.7%
Vistaprint NV Cimpress 0.3%
Value $626K Shares 8,575 Est. Cost $62.74 Unrealized
WYNN Wynn Resorts 0.3%
Value $590K Shares 5,811 Est. Cost $94.03 Unrealized +21.4%
MA Mastercard 0.3%
Value $577K Shares 1,155 Est. Cost $323.64 Unrealized +66.6%
PG Proctor & Gamble Co 0.2%
Value $485K Shares 3,358 Est. Cost $123.16 Unrealized +23.2%
CMCSA Comcast 0.2%
Value $460K Shares 16,030 Est. Cost $41.41 Unrealized -28.0%
META META 0.2%
Value $452K Shares 790 Est. Cost $400.76 Unrealized +63.6%
T ATT 0.2%
Value $408K Shares 14,077 Est. Cost $15.35 Unrealized +67.8%
AAPL Apple Inc 0.2%
Value $381K Shares 1,500 Est. Cost $117.01 Unrealized +124.6%
United Parcel Service Inc 0.2%
Value $369K Shares 3,753 Est. Cost $167.53 Unrealized
MSCI MSCI Inc 0.2%
Value $315K Shares 585 Est. Cost $549.12 Unrealized +3.7%
LECO Lincoln Electric Holdings 0.1%
Value $314K Shares 1,261 Est. Cost $174.22 Unrealized +55.4%
SEIC SEI Investments 0.1%
Value $305K Shares 3,890 Est. Cost $50.85 Unrealized +65.5%
ESAB ESAB Corp 0.1%
Value $303K Shares 3,137 Est. Cost $47.59 Unrealized +159.4%
FCN FTI Consulting, Inc. 0.1%
Value $295K Shares 1,670 Est. Cost $118.44 Unrealized +45.6%
CI Cigna Corp 0.1%
Value $288K Shares 1,081 Est. Cost $179.43 Unrealized +56.4%
Colgate Palmolive 0.1%
Value $281K Shares 3,297 Est. Cost $85.53 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value $252K Shares 4,376 Est. Cost $50.44 Unrealized +15.3%
WTW Willis Tower Watson 0.1%
Value $238K Shares 817 Est. Cost $219.17 Unrealized +43.7%
Radiant Logistics 0.1%
Value $233K Shares 33,052 Est. Cost $6.32 Unrealized
WTM White Mountains 0.1%
Value $220K Shares 100 Est. Cost $1889.39 Unrealized +11.6%
KDP Keurig Dr. Pepper 0.1%
Value $196K Shares 7,445 Est. Cost $29.95 Unrealized -5.5%
FISV Fiserv Inc 0.1%
Value $190K Shares 3,399 Est. Cost $107.76 Unrealized -40.7%
BF/B Brown Forman 0.1%
Value $180K Shares 6,804 Est. Cost $69.98 Unrealized -60.0%
COF Capital One 0.1%
Value $173K Shares 950 Est. Cost $185.05 Unrealized +20.6%
LBRDK Liberty Broadband cl C 0.1%
Value $167K Shares 3,324 Est. Cost $140.86 Unrealized -64.7%
Pinnacle Financial Partners 0.1%
Value $164K Shares 1,909 Est. Cost $114.20 Unrealized
Sirius XM Holdings 0.1%
Value $148K Shares 7,396 Est. Cost $23.63 Unrealized
Liberty Global cl C 0.0%
Value $92,000 Shares 7,820 Est. Cost $23.35 Unrealized
LBTYAUSD Liberty Global cl A 0.0%
Value $68,000 Shares 5,651 Est. Cost $24.06 Unrealized
ENOV Enovis Corp 0.0%
Value $49,000 Shares 2,159 Est. Cost $64.35 Unrealized -63.3%
CABO Cable One Inc. 0.0%
Value $20,000 Shares 215 Est. Cost $1826.60 Unrealized -94.8%