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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 $218,229,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 104,359 $51,966,000 23.81%
2.
Markel Group Inc.
 MKL 15,409 $26,387,000 12.09%
3.
Alphabet Inc.
 GOOGL 45,959 $15,814,000 7.25%
4.
Imperial Metals Corp
 1,719,147 $10,188,000 4.67%
5.
Alphabet Inc.
 GOOGL 27,280 $9,295,000 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.