Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Citadel Investment Advisory, Inc. (CIK 1811907) reported $209.5M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($50.3M, 24.00%), MKL ($29.2M, 13.92%), GOOGL ($13.5M, 6.43%), IPMLF ($9.6M, 4.60%), GOOG ($8.0M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Beckshire Hathaway | $50.3M | 24.00% | 104,930 | Trimmed |
| 2 | MKL | Markel Corp | $29.2M | 13.92% | 15,242 | Trimmed |
| 3 | GOOGL | Alphabet Inc. Class A | $13.5M | 6.43% | 46,844 | Trimmed |
| 4 | IPMLF | Imperial Metals Corp | $9.6M | 4.60% | 1.7M | Trimmed |
| 5 | GOOG | Alphabet Inc. Class C | $8.0M | 3.80% | 27,730 | Trimmed |
| 6 | PM | Philip Morris Intl | $6.5M | 3.08% | 39,030 | Trimmed |
| 7 | JNJ | Johnson & Johnson | $5.6M | 2.69% | 23,053 | Trimmed |
| 8 | RTX | Raytheon Technologies Corp | $5.4M | 2.57% | 27,943 | Trimmed |
| 9 | MSFT | Microsoft Corp | $5.4M | 2.57% | 14,568 | Trimmed |
| 10 | IBM | IBM Corp | $4.1M | 1.95% | 16,875 | Trimmed |
| 11 | ABBV | Abbvie Inc | $3.9M | 1.85% | 17,858 | Trimmed |
| 12 | GS | Goldman Sachs Group Inc. | $3.5M | 1.66% | 4,115 | Trimmed |
| 13 | ORCL | Oracle Corp | $3.3M | 1.57% | 22,366 | Trimmed |
| 14 | MCO | Moodys Corp | $3.2M | 1.55% | 7,427 | Trimmed |
| 15 | MCD | McDonald's | $3.2M | 1.52% | 10,273 | Trimmed |
| 16 | KO | Coca Cola Co | $2.9M | 1.40% | 38,503 | Trimmed |
| 17 | GD | General Dynamics Corp | $2.8M | 1.36% | 8,295 | Trimmed |
| 18 | JPM | JPMorgan Chase & Co | $2.5M | 1.18% | 8,422 | Trimmed |
| 19 | BKNG | Booking Holdings Inc | $2.4M | 1.15% | 573 | Hold |
| 20 | PEP | PepsiCo | $2.4M | 1.15% | 15,552 | Trimmed |
| 21 | DIS | Disney Company | $2.2M | 1.03% | 22,416 | Trimmed |
| 22 | MTD | Mettler Toledo Intl | $2.1M | 1.02% | 1,700 | Hold |
| 23 | IDXX | Idexx Labs Inc | $2.0M | 0.94% | 3,491 | Trimmed |
| 24 | WRB | Berkley W R Corp | $2.0M | 0.93% | 29,468 | Trimmed |
| 25 | Medtronic | $1.8M | 0.86% | 20,700 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31