Citadel Investment Advisory, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm held equity securities in 76 different companies at the end of the quarter.
The largest position disclosed in the portfolio is a holding of 51,966,000 shares of Berkshire Hathaway Class B (BRKB), valued at approximately $104,359,000. The firm also holds significant positions in Philip Morris International (PM), with 7,529,000 shares valued at $39,455,000, and Moody's Corporation (MCO), with 3,464,000 shares valued at $7,627,000.
Other notable holdings include 5,000,000 shares of Apple Inc. (AAPL) valued at $1,500,000, 4,654,000 shares of AbbVie Inc. (ABBV) valued at $17,791,000, and 3,634,000 shares of IBM Corp. (IBM) valued at $16,525,000. The filing lists Kurt T. Liedtke as the President responsible for the report.
