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Portfolio (Quarterly) Guide ↗

Citadel Investment Advisory, Inc.

· CIK 0001811907
13F Portfolio $220M AUM 76 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 Added 9 Reduced 2 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Howard Hughs 11,692.0 $836K 0.38% $71.50
42 DHR Danaher Corp Healthcare 4,348.0 $828K 0.38% $190.43 +10.7%
43 John Marshall Bancorp 37,200.0 $811K 0.37% $21.80
44 ABT Abbott Laboratories Healthcare 8,730.0 $792K 0.36% $90.72 +23.2%
45 SYY Sysco Corp Consumer Defensive 9,401.0 $786K 0.36% $83.61 -1.6%
46 BA Boeing Company Industrials 3,495.0 $757K 0.34% $216.60 -3.1%
47 Everest Re Group Inc 1,960.0 $700K 0.32% $357.14
48 MA Mastercard Financial Services 1,155.0 $593K 0.27% $513.42 +14.8%
49 WYNN Wynn Resorts Consumer Cyclical 5,811.0 $564K 0.26% $97.06 -4.5%
50 PG Proctor & Gamble Co Consumer Defensive 3,358.0 $492K 0.22% $146.52 +0.5%
51 META META Communication Services 790.0 $445K 0.20% $563.29 +5.8%
52 AAPL Apple Inc Technology 1,500.0 $434K 0.20% $289.33 +12.2%
53 Leidos Holdings Inc 4,110.0 $423K 0.19% $102.92
54 United Parcel Service Inc 3,703.0 $398K 0.18% -50.0 -1.3% $107.48
55 CMCSA Comcast Communication Services 15,630.0 $384K 0.17% -400.0 -2.5% $24.57 +10.1%
56 SEIC SEI Investments Financial Services 3,890.0 $341K 0.15% $87.66 +25.8%
57 MSCI MSCI Inc Financial Services 585.0 $328K 0.15% $560.68 +0.6%
58 LECO Lincoln Electric Holdings Industrials 1,221.0 $324K 0.15% -40.0 -3.2% $265.36 +2.6%
59 Radiant Logistics 33,052.0 $313K 0.14% $9.47
60 Colgate Palmolive 3,297.0 $302K 0.14% $91.60
Page 3 of 4  ·  76 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 37.3%
Communication Services 14.9%
Healthcare 11.3%
Consumer Defensive 10.7%
Technology 9.8%
Industrials 9.6%
Consumer Cyclical 6.3%