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Kurt T Liedtke

Citadel Investment Advisory, Inc.

Assets Managed
$209.522M
Holdings
78
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-9.47%(2Q avg: -1.65%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Citadel Investment Advisory, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Citadel Investment Advisory, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 209.522M in assets, with a quarterly growth rate of -9.47% and a 2-quarter average growth rate of -1.65%. The portfolio is managed by Kurt T Liedtke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.83%
24%
$50.282M
104,930 shares@ $479.2 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -2.41%
13.93%
$29.174M
15,242 shares@ $1914.06 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.45%
6.43%
$13.47M
46,844 shares@ $287.56 avg price
IPMLF
Imperial Metals Corp
Recent Activity
Decreased -0.8%
4.61%
$9.643M
1.734M shares@ $5.57 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.41%
3.8%
$7.955M
27,730 shares@ $286.88 avg price
PM
Philip Morris International
Recent Activity
Decreased -1.38%
3.08%
$6.453M
39,030 shares@ $165.34 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.78%
2.69%
$5.635M
23,053 shares@ $244.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.33%
2.58%
$5.393M
14,568 shares@ $370.2 avg price
RTX
Rtx Corp
Recent Activity
Decreased -2.17%
2.58%
$5.39M
27,943 shares@ $192.9 avg price
IBM
Intl Business Machines Corp
Recent Activity
Decreased -1.74%
1.96%
$4.09M
16,875 shares@ $242.38 avg price

1-10 of 78