13F Insight
DOSSIER · 13F-HR · Q4 2025

Citadel Investment Advisory, Inc.

$231M in tracked AUM across 79 positions as of Q4 2025.

CI
CIK 0001811907 · last filed Dec 31, 2025
Total AUM
$231M
as of Q4 2025
Holdings
79
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Citadel Investment Advisory, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
BRK/B
Beckshire Hathaway
$53M106K23.0%02
MKL
Markel Corp
$34M16K14.5%03
GOOGL
Alphabet Inc. Class A
$15M48K6.4%04
IPMLF
Imperial Metals Corp
$13M1.7M5.5%05
GOOG
Alphabet Inc. Class C
$9M28K3.8%06
MSFT
Microsoft Corp
$7M15K3.1%07
PM
Philip Morris Intl
$6M40K2.7%08
RTX
Raytheon Technologies Corp
$5M29K2.3%09
IBM
IBM Corp
$5M17K2.2%10
JNJ
Johnson & Johnson
$5M23K2.1%

Filing history

2025Q4Dec 31
$231M▲ 6.2%
79 positionsView →2025Q3Sep 30
$218M▲ 5.6%
82 positionsView →2025Q2Jun 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 positionsLocked2023Q1Mar 31
$147M▲ 100351.3%
79 positionsLocked
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