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Home > Institutional Investor > Citadel Investment Advisory, Inc. > Profile

Instuitional Investor - Citadel Investment Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: Citadel Investment Advisory, Inc.
Portfolio Value $156,038,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 105,415 $50,479 24.45%
2.
Markel Group Inc.
 MKL 15,437 $30,833 14.93%
3.
Alphabet Inc.
 GOOGL 49,730 $8,764 4.24%
4.
Microsoft Corp
 MSFT 14,927 $7,425 3.6%
5.
Philip Morris International Inc.
 PM 39,580 $7,209 3.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)