Citadel Investment Advisory, Inc. Portfolio Holdings
Citadel Investment Advisory, Inc.
- $214 Million
- Q2 2025
Citadel Investment Advisory, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $51.2M, Markel Corp with a value of $30.8M, Abbott Laboratories with a value of $12.3M, Alphabet Inc. with a value of $8.76M, and Microsoft Corp with a value of $7.42M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $204M to 214M.
Below you can find more details about Citadel Investment Advisory, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
Financial Services: $103 Million
Healthcare: $24.5 Million
Communication Services: $19.9 Million
Technology: $19.4 Million
Consumer Defensive: $15.8 Million
Consumer Cyclical: $12.2 Million
Industrials: $11.8 Million
Real Estate: $800,000
Other: $0