Citadel Investment Advisory, Inc.
Top Portfolio Positions
61 positions ·
$135,426,585 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MKL |
Markel Group Inc.
Financial Services
|
15,242 | $29,174,253 | 21.54% |
| GOOGL |
Alphabet Inc.
Communication Services
|
46,844 | $13,470,460 | 9.95% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
39,030 | $6,453,220 | 4.77% |
| JNJ |
Johnson & Johnson
Healthcare
|
23,053 | $5,635,075 | 4.16% |
| MSFT |
Microsoft Corp
Technology
|
14,568 | $5,392,636 | 3.98% |
| RTX |
RTX Corp
Industrials
|
27,943 | $5,390,204 | 3.98% |
| IBM |
International Business Machines Corp
Technology
|
16,875 | $4,090,331 | 3.02% |
| ABBV |
AbbVie Inc.
Healthcare
|
17,858 | $3,883,936 | 2.87% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
4,115 | $3,481,248 | 2.57% |
| ORCL |
Oracle Corp
Technology
|
22,366 | $3,290,262 | 2.43% |
Holdings in JEF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $762,669 | 18,480 | Shares | Sole | 2026-04-16 | |
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