Notify me when Citadel Investment Advisory, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 79 | $231,450,000 | +$1,504,910 | -$2,372,010 | -$867,100 | BRKB, MKL, GOOGL, IPMLF, GOOG | 13F-HR | 21 Jan 2026, 12:23 |
| Q3 2025 | 82 | $217,913,000 | +$882,556 | -$2,705,657 | -$1,823,101 | BRKB, MKL, GOOGL, MSFT, IPMLF | 13F-HR | 21 Oct 2025, 16:46 |
| Q2 2025 | 83 | $205,234,000 | +$1,105,210 | -$8,409,350 | -$7,304,140 | BRKB, MKL, GOOGL, MSFT, PM | 13F-HR | 05 Aug 2025, 11:17 |
| Q1 2025 | 82 | $203,793,000 | +$1,010,318 | -$403,728 | +$606,590 | BRKB, MKL, GOOGL, PM, MSFT | 13F-HR | 17 Apr 2025, 11:42 |
| Q4 2024 | 82 | $191,793,000 | +$4,236,400 | -$894,816 | +$3,341,584 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 24 Jan 2025, 13:02 |
| Q3 2024 | 81 | $190,142,000 | +$2,507,807 | -$1,468,731 | +$1,039,076 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 16 Oct 2024, 12:37 |
| Q2 2024 | 82 | $175,791,000 | +$2,717 | -$1,230,596 | -$1,227,879 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 15 Jul 2024, 09:42 |
| Q1 2024 | 82 | $177,374,000 | +$201,819 | -$1,264,662 | -$1,062,843 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 17 Apr 2024, 12:26 |
| Q4 2023 | 82 | $162,352,000 | +$194,844 | -$652,459 | -$457,615 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 23 Jan 2024, 09:50 |
| Q3 2023 | 81 | $152,695,000 | +$3,799,799 | -$190,497 | +$3,609,302 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 31 Oct 2023, 13:12 |
| Q2 2023 | 80 | $154,565,000 | +$870,237 | -$2,443,785,411 | -$2,442,915,174 | BRKB, MKL, GOOGL, MSFT, JNJ | 13F-HR | 11 Jul 2023, 13:52 |
| Q1 2023 | 79 | $146,898,000 | +$59,122 | -$2,037,259 | -$1,978,137 | BRKB, MKL, GOOGL, MSFT, PM | 13F-HR | 01 May 2023, 15:47 |
| Q4 2022 | 79 | $146,238,000 | +$277,905 | -$1,876,108 | -$1,598,203 | BRKB, MKL, GOOGL, JNJ, PM | 13F-HR | 18 Jan 2023, 13:12 |
| Q3 2022 | 78 | $131,148,000 | +$9,505,303 | -$2,646,815 | +$6,858,488 | BRKB, MKL, GOOGL, JNJ, MSFT | 13F-HR | 20 Oct 2022, 17:19 |
| Q2 2022 | 80 | $144,526,000 | +$2,454,371 | -$6,404,782 | -$3,950,411 | BRKB, MKL, GOOGL, IPMLF, JNJ | 13F-HR | 02 Aug 2022, 14:38 |
| Q1 2022 | 80 | $116,528,000 | +$3,943,663 | -$1,366,417 | +$2,577,246 | GOOGL, IPMLF, MSFT, JNJ, GOOG | 13F-HR | 12 May 2022, 10:23 |
| Q4 2021 | 75 | $170,924,000 | +$1,294,096 | -$845,164 | +$448,932 | BRKB, MKL, GOOGL, MSFT, GOOG | 13F-HR | 27 Jan 2022, 14:36 |
| Q3 2021 | 74 | $161,358,000 | +$2,239,599 | -$86,052 | +$2,153,547 | BRKB, MKL, GOOGL, IPMLF, MSFT | 13F-HR | 02 Nov 2021, 14:39 |
| Q2 2021 | 74 | $161,733,000 | +$2,914,753 | -$3,592,270 | -$677,517 | BRKB, MKL, GOOGL, IPMLF, DIS | 13F-HR | 10 Aug 2021, 14:14 |
| Q1 2021 | 74 | $152,936,000 | +$2,742,051 | -$350,595 | +$2,391,456 | BRKB, MKL, IPMLF, GOOGL, DIS | 13F-HR | 20 Apr 2021, 10:20 |
| Q4 2020 | 72 | $139,886,000 | $0 | $0 | $0 | BRKB, MKL, IPMLF, GOOGL, DIS | 13F-HR | 29 Jan 2021, 11:34 |