Citadel Investment Advisory, Inc.

CIK 1811907 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$220K
13F 가치 기준 9,443개 중 #9,336위 · 상위 98.9%
포지션
76
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +5.1% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
65.63%
상위 25개 보유 비중
84.73%
1% 초과 포지션
19
유효 포지션 수
11.0

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 0.2% 추정 매수 $2,481 · 매도 $437

중앙값 보유 기간: 7.0 분기 추적 기간 Q4 2024–Q2 2026 · 89.4% 보유 중

신규 포지션
0
증가함
4
감소
20
종료
2
이 페이지에서

섹터별 비중

Financials
17.6%
Communication Services
14.0%
Healthcare
7.4%
Financial Services
7.2%
Industrials
6.5%
Consumer Staples
6.4%
Technology
6.3%
Consumer Discretionary
2.7%
Retail
1.3%
Consumer products
0.8%
Telecommunication
0.1%
기타/미분류
29.8%

전체 포트폴리오 76 포지션

유형 연속 8분기 추세
BRKB $52,436 23.81% 104,793 $2,154 하락 ×3
MKL Markel Group Inc. Common Stock $29,768 13.52% 15,242 $594
GOOGL Alphabet Inc. - Class A Common Stock $16,678 7.57% 46,669 $3,208 하락 ×5
GOOG Alphabet Inc. - Class C Capital Stock $9,692 4.40% 27,430 $1,737 하락 ×6
IPMLF $7,590 3.45% 1,732,813 $-2,053 하락 ×2
PM Philip Morris International Inc Common Stock $7,061 3.21% 39,030 $608
JNJ Johnson & Johnson Common Stock $5,855 2.66% 23,054 $220 상승 ×1
MSFT Microsoft Corporation - Common Stock $5,434 2.47% 14,568 $41
RTX RTX Corporation Common Stock $5,302 2.41% 27,943 $-88
IBM International Business Machines Corporation Common Stock $4,745 2.15% 16,875 $655
ABBV AbbVie Inc. Common Stock $4,491 2.04% 17,848 $607 하락 ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $4,147 1.88% 4,100 $666 하락 ×2
MCO Moody's Corporation Common Stock $3,364 1.53% 7,427 $124
ORCL Oracle Corporation Common Stock $3,278 1.49% 22,366 $-12
KO Coca-Cola Company (The) Common Stock $3,121 1.42% 38,403 $193 하락 ×3
GD General Dynamics Corporation Common Stock $2,937 1.33% 8,291 $90 하락 ×2
MCD McDonald's Corporation Common Stock $2,777 1.26% 10,274 $-416 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $2,757 1.25% 8,422 $280
BKNG Booking Holdings Inc. - Common Stock $2,553 1.16% 14,325 $140 상승 ×1
AMG Affiliated Managers Group, Inc. Common Stock $2,183 0.99% 6,452 $398
MTD Mettler-Toledo International, Inc. Common Stock $2,172 0.99% 1,700 $28
DIS Walt Disney Company (The) Common Stock $2,147 0.97% 22,311 $-13 하락 ×5
PEP PepsiCo, Inc. - Common Stock $2,096 0.95% 15,481 $-319 하락 ×3
WRB W.R. Berkley Corporation Common Stock $2,078 0.94% 29,468 $125
AXP American Express Company Common Stock $1,973 0.90% 5,832 $209
IDXX IDEXX Laboratories, Inc. - Common Stock $1,835 0.83% 3,486 $-127 하락 ×2
CSX CSX Corporation - Common Stock $1,786 0.81% 37,585 $240 하락 ×5
WFC Wells Fargo & Company Common Stock $1,634 0.74% 19,775 $60
알 수 없는 발행자 (CUSIP: BTN1Y11US) $1,619 0.74% 20,700 $-175
CACC Credit Acceptance Corporation - Common Stock $1,608 0.73% 2,525 $539
BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) $1,350 0.61% 16,383 $214
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $1,343 0.61% 50,363 $-40
ETN Eaton Corporation, PLC Ordinary Shares $1,340 0.61% 3,144 $215
MHK Mohawk Industries, Inc. Common Stock $1,195 0.54% 9,852 $225
BAC Bank of America Corporation Common Stock $1,172 0.53% 20,560 $161 하락 ×3
AMZN Amazon.com, Inc. - Common Stock $1,099 0.50% 4,612 $138
JEF Jefferies Financial Group Inc. Common Stock $954 0.43% 19,080 $-191 상승 ×1
LOW Lowe's Companies, Inc. Common Stock $888 0.40% 4,026 $-63
VPRT $872 0.40% 8,575 $246
CNI Canadian National Railway Company Common Stock $854 0.39% 7,161 $118
HHC $836 0.38% 11,692 $96
DHR Danaher Corporation Common Stock $828 0.38% 4,348 $4
알 수 없는 발행자 (CUSIP: 47804G103) $811 0.37% 37,200 $57
ABT Abbott Laboratories Common Stock $792 0.36% 8,730 $-104
SYY Sysco Corporation Common Stock $786 0.36% 9,401 $115
BA Boeing Company (The) Common Stock $757 0.34% 3,495 $61
EG Everest Group, Ltd. Common Stock $700 0.32% 1,960 $59
MA Mastercard Incorporated Common Stock $593 0.27% 1,155 $16
WYNN Wynn Resorts, Limited - Common Stock $564 0.26% 5,811 $-26
PG Procter & Gamble Company (The) Common Stock $492 0.22% 3,358 $7
META Meta Platforms, Inc. - Class A Common Stock $445 0.20% 790 $-7
AAPL Apple Inc. - Common Stock $434 0.20% 1,500 $53
LDOS Leidos Holdings, Inc. Common Stock $423 0.19% 4,110 $-216
알 수 없는 발행자 (CUSIP: 911312205) $398 0.18% 3,703 $29 하락 ×6
CMCSA Comcast Corporation - Class A Common Stock $384 0.17% 15,630 $-76 하락 ×2
SEIC SEI Investments Company - Common Stock $341 0.15% 3,890 $36
MSCI MSCI Inc. Common Stock $328 0.15% 585 $13
LECO Lincoln Electric Holdings, Inc. - Common Shares $324 0.15% 1,221 $10 하락 ×3
알 수 없는 발행자 (CUSIP: 75113E101) $313 0.14% 33,052 $80
CPRLCL $302 0.14% 3,297 $21
ESAB ESAB Corporation Common Stock $300 0.14% 3,038 $-3 하락 ×6
CI The Cigna Group Common Stock $298 0.14% 1,081 $10
T AT&T Inc. $291 0.13% 14,077 $-117
MDLZ Mondelez International, Inc. - Class A Common Stock $253 0.11% 4,376 $1
FCN FTI Consulting, Inc. Common Stock $249 0.11% 1,670 $-46
KDP Keurig Dr Pepper Inc. - Common Stock $234 0.11% 7,145 $38 하락 ×3
SIRIXXXX $218 0.10% 7,396 $70
WTW Willis Towers Watson Public Limited Company - Ordinary Shares $214 0.10% 817 $-24
WTM White Mountains Insurance Group, Ltd. Common Stock $207 0.09% 100 $-13
PNFP Pinnacle Financial Partners, Inc. - Common Stock $193 0.09% 1,909 $29
BFB $181 0.08% 6,804 $1
COF Capital One Financial Corporation Common Stock $173 0.08% 950 $0
FISV Fiserv, Inc. - Common Stock $165 0.07% 3,369 $-25 하락 ×2
LBRDK Liberty Broadband Corporation - Class C Common Stock $111 0.05% 3,324 $-56
LBTYKXXXX $86 0.04% 7,820 $-6
LBTYAXXXX $50 0.02% 4,414 $-18 하락 ×1

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
GOOGL 축소함 -175 +$3K
BRKB 축소함 -137 +$2K
IPMLF 축소함 -2K -$2K
GOOG 축소함 -300 +$2K
GS 축소함 -15 +$666
IBM 가격 변동만 +0 +$655
PM 가격 변동만 +0 +$608
ABBV 축소함 -10 +$607
MKL 가격 변동만 +0 +$594
CACC 가격 변동만 +0 +$539

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
FUNXXXX 2025년 9월 30일 58,487 $1,780 더 이상 추적하지 않음
INTC 2025년 12월 31일 10,710 $240 149.1%
KHC 2026년 3월 31일 6,753 $164 13.3%
SATS 2025년 12월 31일 4,982 $114 더 이상 추적하지 않음
AAP 2025년 6월 30일 2,300 $90 -6.8%
PARAA 2025년 12월 31일 6,738 $87 더 이상 추적하지 않음
ENOV 2026년 6월 30일 2,159 $49 26.6%
CABO 2026년 6월 30일 215 $20 -51.7%