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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CI Cigna Corp Healthcare 1,084.0 $298K 0.13% NEW $274.91 +3.9%
62 FCN FTI Consulting, Inc. Industrials 1,670.0 $285K 0.12% NEW $170.66 -9.5%
63 Colgate Palmolive 3,397.0 $268K 0.12% NEW $78.89
64 WTW Willis Tower Watson Financial Services 817.0 $268K 0.12% NEW $328.03 -21.9%
65 MDLZ Mondelez Intl Inc Consumer Defensive 4,595.0 $247K 0.11% NEW $53.75 +15.8%
66 FISV Fiserv Inc Technology 3,550.0 $238K 0.10% NEW $67.04 -17.0%
67 COF Capital One Financial Services 950.0 $230K 0.10% NEW $242.11 -22.0%
68 KDP Keurig Dr. Pepper Consumer Defensive 7,795.0 $218K 0.09% NEW $27.97 +7.6%
69 Radiant Logistics 33,052.0 $209K 0.09% NEW $6.32
70 WTM White Mountains Financial Services 100.0 $208K 0.09% NEW $2080.00 +2.4%
71 PNFP Pinnacle Financial Partners Financial Services 1,909.0 $182K 0.08% NEW $95.34 +2.8%
72 Brown Forman 6,804.0 $177K 0.08% NEW $26.01
73 KHC Kraft Heintz Co Consumer Defensive 6,753.0 $164K 0.07% NEW $24.29 +0.4%
74 LBRDK Liberty Broadband cl C Communication Services 3,324.0 $162K 0.07% NEW $48.74 -29.4%
75 Sirius XM Holdings 7,396.0 $148K 0.06% NEW $20.01
76 LBTYK Liberty Global cl C Communication Services 7,967.0 $88K 0.04% NEW $11.05 +6.5%
77 ENOV Enovis Corp Industrials 2,757.0 $73K 0.03% NEW $26.48 -12.7%
78 LBTYA Liberty Global cl A Communication Services 5,651.0 $63K 0.03% NEW $11.15 +8.4%
79 CABO Cable One Inc. Communication Services 215.0 $24K 0.01% NEW $111.63 -51.0%
Page 4 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%