Citadel Investment Advisory, Inc. filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 231.45 M reflecting a +6.16% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 59.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 3 complete exits.
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Citadel Investment Advisory submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Citadel Investment Advisory reported a managed portfolio value of 231.45 M, consisting of 79 individual positions.
This page displays the raw filing documents. To see which stocks Citadel Investment Advisory bought or sold during Q4 2025, please visit Citadel Investment Advisory's Portfolio Analysis page.