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Portfolio (Quarterly) Guide ↗

Citadel Investment Advisory, Inc.

· CIK 0001811907
13F Portfolio $210M AUM 78 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 Reduced 1 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCN FTI Consulting, Inc. Industrials 1,670.0 $295K 0.14% $176.65 -12.6%
62 CI Cigna Corp Healthcare 1,081.0 $288K 0.14% $266.42 +7.3%
63 Colgate Palmolive 3,297.0 $281K 0.13% -100.0 -2.9% $85.23
64 MDLZ Mondelez Intl Inc Consumer Defensive 4,376.0 $252K 0.12% -219.0 -4.8% $57.59 +8.1%
65 WTW Willis Tower Watson Financial Services 817.0 $238K 0.11% $291.31 -12.8%
66 Radiant Logistics 33,052.0 $233K 0.11% $7.05
67 WTM White Mountains Financial Services 100.0 $220K 0.10% $2200.00 -4.5%
68 KDP Keurig Dr. Pepper Consumer Defensive 7,445.0 $196K 0.09% -350.0 -4.5% $26.33 +14.3%
69 FISV Fiserv Inc Technology 3,399.0 $190K 0.09% -151.0 -4.2% $55.90 -0.5%
70 Brown Forman 6,804.0 $180K 0.09% $26.46
71 COF Capital One Financial Services 950.0 $173K 0.08% $182.11 +3.7%
72 LBRDK Liberty Broadband cl C Communication Services 3,324.0 $167K 0.08% $50.24 -31.5%
73 PNFP Pinnacle Financial Partners Financial Services 1,909.0 $164K 0.08% $85.91 +14.0%
74 Sirius XM Holdings 7,396.0 $148K 0.07% $20.01
75 LBTYK Liberty Global cl C Communication Services 7,820.0 $92K 0.04% -147.0 -1.9% $11.76 -0.0%
76 LBTYA Liberty Global cl A Communication Services 5,651.0 $68K 0.03% $12.03 +0.5%
77 ENOV Enovis Corp Industrials 2,159.0 $49K 0.02% -598.0 -21.7% $22.70 +1.8%
78 CABO Cable One Inc. Communication Services 215.0 $20K 0.01% $93.02 -41.2%
Page 4 of 4  ·  78 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 35.4%
Communication Services 18.6%
Healthcare 10.9%
Consumer Defensive 10.2%
Technology 9.3%
Industrials 9.3%
Consumer Cyclical 6.3%