Long-term investor
Citadel Investment Advisory, Inc. @citadelinvestmentadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001811907).
Record
- Tracked since 2025-06-30 (445 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +5.3% · 6 months n/a · 1 year +7.8% · all +7.8%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRKB · 23.8% · long · since 2025-06-30
- MKL · 13.5% · long · since 2025-06-30
- GOOGL · 7.6% · long · since 2025-06-30
- GOOG · 4.4% · long · since 2025-06-30
- IPMLF · 3.4% · long · since 2025-06-30
- PM · 3.2% · long · since 2025-06-30
- JNJ · 2.7% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- RTX · 2.4% · long · since 2025-06-30
- IBM · 2.2% · long · since 2025-06-30
- ABBV · 2.0% · long · since 2025-06-30
- GS · 1.9% · long · since 2025-06-30