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Portfolio (Quarterly) Guide ↗

Citadel Investment Advisory, Inc.

· CIK 0001811907
13F Portfolio $231M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTD Mettler Toledo Intl Healthcare 1,700.0 $2.4M 1.02% NEW $1394.12 -16.6%
22 IDXX Idexx Labs Inc Healthcare 3,682.0 $2.3M 1.01% NEW $637.15 -10.5%
23 PEP PepsiCo Consumer Defensive 15,768.0 $2.3M 0.98% NEW $143.52 +1.5%
24 AXP American Express Financial Services 6,032.0 $2.2M 0.96% NEW $370.03 -15.5%
25 WRB Berkley W R Corp Financial Services 29,693.0 $2.1M 0.90% NEW $70.12 -7.8%
26 Medtronic 21,316.0 $2.0M 0.89% NEW $96.08
27 WFC Wells Fargo Financial Services 20,141.0 $1.9M 0.81% NEW $93.19 -18.2%
28 AMG Affiliated Managers Financial Services 6,452.0 $1.9M 0.80% NEW $288.28 +5.5%
29 WBD Warner Brothers Discovery,inc Communication Services 52,572.0 $1.5M 0.66% NEW $28.82 -6.3%
30 CSX CSX Corp Industrials 38,860.0 $1.4M 0.61% NEW $36.26 +27.4%
31 BAC Bank of America Financial Services 21,735.0 $1.2M 0.52% NEW $54.98 -7.7%
32 CACC Credit Acceptance Corp Financial Services 2,650.0 $1.2M 0.51% NEW $443.40 +26.3%
33 MHK Mohawk Industries Consumer Cyclical 10,661.0 $1.2M 0.50% NEW $109.28 -1.8%
34 JEF Jefferies Financial Financial Services 18,480.0 $1.1M 0.49% NEW $61.96 -14.9%
35 ABT Abbott Laboratories Healthcare 8,964.0 $1.1M 0.48% NEW $125.28 -31.2%
36 AMZN Amazon Consumer Cyclical 4,732.0 $1.1M 0.47% NEW $230.77 +17.9%
37 BUD AB Inbev Consumer Defensive 16,950.0 $1.1M 0.47% NEW $64.01 +29.1%
38 LOW Lowes Consumer Cyclical 4,335.0 $1.0M 0.45% NEW $241.06 -9.9%
39 ETN Eaton Corp Industrials 3,244.0 $1.0M 0.45% NEW $318.43 +26.5%
40 DHR Danaher Corp Healthcare 4,348.0 $995K 0.43% NEW $228.84 -21.2%
Page 2 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.5%
Communication Services 18.5%
Technology 11.0%
Healthcare 10.2%
Consumer Defensive 9.0%
Industrials 8.3%
Consumer Cyclical 6.5%