| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Beckshire Hathaway | 15 | Q2 2024 | 25.5% |
| Markel Corp | 15 | Q2 2024 | 15.3% |
| Alphabet Inc. Class A | 15 | Q2 2024 | 5.2% |
| Microsoft Corp | 15 | Q2 2024 | 3.8% |
| Imperial Metals Corp | 15 | Q2 2024 | 5.3% |
| Johnson & Johnson | 15 | Q2 2024 | 3.1% |
| Alphabet Inc. Class C | 15 | Q2 2024 | 3.3% |
| Philip Morris Intl | 15 | Q2 2024 | 2.8% |
| Disney Company | 15 | Q2 2024 | 3.6% |
| McDonald's | 15 | Q2 2024 | 2.0% |
View Citadel Investment Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
View Citadel Investment Advisory, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.