Top 50 Citadel Investment Advisory, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Beckshire Hathaway | 24% | 104.9K | $50.3M | -0.83%(-882) | $227.36(+113.55%) | 2026-03-31 | |
| MKL | Markel Corp | 13.92% | 15.2K | $29.2M | -2.41%(-377) | $1366.44(+33.24%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. Class A | 6.43% | 46.8K | $13.5M | -1.45%(-690) | $89.07(+352.04%) | 2026-03-31 | |
| IPMLF | Imperial Metals Corp | 4.6% | 1.73M | $9.6M | -0.80%(-14.03K) | $1.47(+256.88%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Class C | 3.8% | 27.7K | $8.0M | -0.41%(-115) | $81.06(+392.28%) | 2026-03-31 | |
| PM | Philip Morris Intl | 3.08% | 39.0K | $6.5M | -1.39%(-550) | $79.57(+136.15%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.69% | 23.1K | $5.6M | -0.79%(-183) | $154.30(+49.33%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.57% | 14.6K | $5.4M | -2.34%(-349) | $231.33(+75.17%) | 2026-03-31 | |
| RTX | Raytheon Technologies Corp | 2.57% | 27.9K | $5.4M | -2.17%(-620) | $66.62(+167.34%) | 2026-03-31 | |
| IBM | IBM Corp | 1.95% | 16.9K | $4.1M | -1.75%(-300) | $118.85(+80.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.15% | +60.79% |
| Top 20 Holdings Unweighted | +17.61% | +62.70% |
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