13F Insight
DOSSIER · 13F-HR · Q3 2026

Citadel Investment Advisory, Inc.

$218M in tracked AUM across 76 positions as of Q3 2026.

CI
CIK 0001811907 · last filed Sep 30, 2026
Total AUM
$218M
as of Q3 2026
Holdings
76
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Citadel Investment Advisory, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BRK/B
Beckshire Hathaway
$52M104K23.8%02
MKL
Markel Corp
$26M15K12.1%03
GOOGL
Alphabet Inc. Class A
$16M46K7.2%04
IPMLF
Imperial Metals Corp
$10M1.7M4.7%05
GOOG
Alphabet Inc. Class C
$9M27K4.3%06
MSFT
Microsoft Corp
$8M15K3.5%07
PM
Philip Morris Intl
$8M39K3.5%08
JNJ
Johnson & Johnson
$6M23K2.8%09
RTX
Raytheon Technologies Corp
$5M28K2.4%10
ABBV
Abbvie Inc
$5M18K2.1%

Filing history

2026Q3Sep 30
$218M▼ 5.7%
76 positionsView →2025Q4Dec 31
$231M▲ 6.2%
79 positionsView →2025Q3Sep 30
$218M▲ 5.6%
82 positionsLocked2025Q2Jun 30
$206M▲ 1.3%
83 positionsLocked2025Q1Mar 31
$204M▲ 5.6%
82 positionsLocked2024Q4Dec 31
$193M▲ 1.4%
82 positionsLocked2024Q3Sep 30
$190M▲ 8.2%
81 positionsLocked2024Q2Jun 30
$176M▼ 0.9%
82 positionsLocked2024Q1Mar 31
$178M▲ 8.7%
82 positionsLocked2023Q4Dec 31
$163M▲ 7.0%
82 positionsLocked2023Q3Sep 30
$153M▼ 1.2%
81 positionsLocked2023Q2Jun 30
$155M▲ 5.2%
80 positionsLocked
Showing 12 of 22