Citadel Investment Advisory, Inc. Top Holdings and 13F Report (2025) About Citadel Investment Advisory, Inc.Investment ActivityCitadel Investment Advisory, Inc. has $192.99 thousand in total holdings as of December 31, 2024.Citadel Investment Advisory, Inc. owns shares of 82 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 5.63% of the portfolio was sold this quarter.This quarter, Citadel Investment Advisory, Inc. has purchased 81 new stocks and bought additional shares in 17 stocks.Citadel Investment Advisory, Inc. sold shares of 39 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $49,569Markel Group $27,514Alphabet $9,412Microsoft $6,679Alphabet $5,735 Largest New Holdings this Quarter Pinnacle Financial Partners $218 HoldingWhite Mountains Insurance Group $195 Holding Largest Purchases this Quarter Cedar Fair 31,977 shares (about $1.54K)Credit Acceptance 1,490 shares (about $699.27)Alphabet 3,100 shares (about $586.83)AbbVie 2,137 shares (about $379.71)Pinnacle Financial Partners 1,909 shares (about $218.00) Largest Sales this Quarter Anheuser-Busch InBev SA/NV 20,175 shares (about $9.96K)Alphabet 715 shares (about $136.16)United Parcel Service Inc 500 shares (about $63.08)The Goldman Sachs Group 85 shares (about $48.67)Lincoln Electric 250 shares (about $46.91) Sector Allocation Over TimeMap of 500 Largest Holdings ofCitadel Investment Advisory, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$49,569$153 ▲0.3%109,35525.7%FinanceMKLMarkel Group$27,514$52 ▲0.2%15,93914.3%Multi-Sector ConglomeratesGOOGLAlphabet$9,412$587 ▲6.6%49,7204.9%Computer and TechnologyMSFTMicrosoft$6,679$169 ▲2.6%15,8463.5%Computer and TechnologyGOOGAlphabet$5,735$136 ▼-2.3%30,1153.0%Computer and TechnologyPMPhilip Morris International$4,981$12 ▼-0.2%41,3912.6%Consumer StaplesIBMInternational Business Machines$3,895$20 ▲0.5%17,7162.0%Computer and TechnologyORCLOracle$3,805$44 ▲1.2%22,8312.0%Computer and TechnologyMCOMoody's$3,780$57 ▲1.5%7,9852.0%FinanceJNJJohnson & Johnson$3,548$4 ▲0.1%24,5311.8%MedicalRTXRTX$3,480$8 ▼-0.2%30,0691.8%AerospaceABBVAbbVie$3,266$380 ▲13.2%18,3811.7%MedicalMCDMcDonald's$3,246$60 ▲1.9%11,1991.7%Retail/WholesaleBKNGBooking$2,966$5 ▼-0.2%5971.5%Retail/WholesaleDISWalt Disney$2,810$13 ▼-0.5%25,2321.5%Consumer DiscretionaryKOCoca-Cola$2,682$6 ▼-0.2%43,0871.4%Consumer StaplesPEPPepsiCo$2,535$23 ▲0.9%16,6711.3%Consumer StaplesGSThe Goldman Sachs Group$2,525$49 ▼-1.9%4,4101.3%FinanceFUNCedar Fair$2,405$1,541 ▲178.4%49,9021.2%Consumer DiscretionaryGDGeneral Dynamics$2,347$22 ▲1.0%8,9061.2%AerospaceMTDMettler-Toledo International$2,288$6 ▼-0.3%1,8701.2%Computer and TechnologyIPMLFImperial Metals$2,205$1 ▲0.1%1,763,5621.1%Basic MaterialsJPMJPMorgan Chase & Co.$2,130$12 ▼-0.6%8,8861.1%FinanceAXPAmerican Express$2,0430.0%6,8841.1%FinanceMedtronic$1,886$47 ▼-2.4%23,6151.0%MDTMHKMohawk Industries$1,519$4 ▼-0.2%12,7480.8%Consumer DiscretionaryIDXXIDEXX Laboratories$1,513$10 ▼-0.7%3,6600.8%MedicalWFCWells Fargo & Company$1,478$4 ▼-0.2%21,0410.8%FinanceCSXCSX$1,441$10 ▲0.7%44,6600.7%TransportationCACCCredit Acceptance$1,315$699 ▲113.6%2,8020.7%FinanceLOWLowe's Companies$1,2270.0%4,9700.6%Retail/WholesaleJEFJefferies Financial Group$1,159$8 ▼-0.7%14,7850.6%FinanceETNEaton$1,1470.0%3,4570.6%Industrial ProductsBUDAnheuser-Busch InBev SA/NV$1,114$9,958 ▼-89.9%2,2570.6%Consumer StaplesAMZNAmazon.com$1,1130.0%5,0720.6%Retail/WholesaleAMGAffiliated Managers Group$1,0890.0%5,8890.6%FinanceABTAbbott Laboratories$1,087$11 ▼-1.0%9,6140.6%MedicalDHRDanaher$1,0040.0%4,3730.5%Multi-Sector ConglomeratesBACBank of America$962$1 ▼-0.1%21,8950.5%FinanceHoward Hughs$9220.0%11,9920.5%HHCSYYSysco$908$8 ▼-0.8%11,8760.5%Consumer StaplesCNICanadian National Railway$808$5 ▼-0.6%7,9610.4%TransportationEGEverest Group$8070.0%2,2270.4%FinanceJohn Marshall Bancorp$791$8 ▼-1.0%39,4000.4%JMSBFIFiserv$748$21 ▼-2.7%3,6400.4%Business ServicesPGProcter & Gamble$6980.0%4,1620.4%Consumer StaplesCMCSAComcast$671$24 ▼-3.5%17,8800.3%Consumer DiscretionaryLDOSLeidos$6510.0%4,5170.3%AerospaceBABoeing$6350.0%3,5850.3%AerospaceVistaprint NV Cimpress$6220.0%8,6750.3%CMPRMAMastercard$6080.0%1,1550.3%Business ServicesUnited Parcel Service Inc$600$63 ▼-9.5%4,7560.3%UPSWBDWarner Bros. Discovery$585$23 ▼-3.7%55,3640.3%Consumer DiscretionaryWYNNWynn Resorts$542$41 ▼-7.0%6,2860.3%Consumer DiscretionaryWRBW. R. Berkley$5320.0%9,0960.3%FinanceESABESAB$483$28 ▼-5.4%4,0260.3%Industrial ProductsMETAMeta Platforms$4740.0%8100.2%Computer and TechnologyLECOLincoln Electric$440$47 ▼-9.6%2,3450.2%Industrial ProductsAAPLApple$4010.0%1,6000.2%Computer and TechnologyColgate Palmolive$400$5 ▼-1.1%4,3970.2%CLTAT&T$377$4 ▼-1.1%16,5370.2%Computer and TechnologySEICSEI Investments$3250.0%3,9400.2%FinanceFCNFTI Consulting$3190.0%1,6700.2%Business ServicesCIThe Cigna Group$312$13 ▼-4.1%1,1310.2%MedicalMDLZMondelez International$2910.0%4,8700.2%Consumer StaplesLBRDKLiberty Broadband$2740.0%3,6610.1%Consumer DiscretionaryWTWWillis Towers Watson Public$2590.0%8260.1%FinanceBF.BBrown-Forman$2580.0%6,8040.1%Consumer StaplesCABOCable One$244$5 ▼-1.9%6750.1%Consumer DiscretionaryKHCKraft Heinz$234$26 ▼-10.0%7,6160.1%Consumer StaplesINTCIntel$230$31 ▼-11.9%11,4850.1%Computer and TechnologyPNFPPinnacle Financial Partners$218$218 ▲New Holding1,9090.1%FinanceSIRISirius XM$2120.0%9,3100.1%Consumer DiscretionaryWTMWhite Mountains Insurance Group$195$195 ▲New Holding1000.1%FinanceKDPKeurig Dr Pepper$1940.0%6,0450.1%Consumer StaplesAscent Industries Corp$164$6 ▼-3.3%14,7010.1%ACNTENOVEnovis$134$6 ▼-4.4%3,0550.1%MedicalLBTYKLiberty Global$127$3 ▼-2.4%9,6830.1%Consumer DiscretionarySATSEchoStar$114$39 ▼-25.4%4,9820.1%Computer and TechnologyAAPAdvance Auto Parts$109$5 ▼-4.2%2,3000.1%Retail/WholesaleLBTYALiberty Global$91$1 ▲1.4%7,1580.0%Computer and TechnologyPARAAParamount Global$85$8 ▼-8.8%8,0900.0%Consumer DiscretionaryWalgreens$0$154 ▼-100.0%00.0%WBAShowing largest 100 holdings. 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