Citadel Investment Advisory, Inc.

**Citadel Investment Advisory, Inc.** manages $231M across a portfolio of 79 distinct positions. The fund exhibits significant conviction in defensive and technology-aligned names, with its largest holding being Berkshire Hathaway Class B at $53.2M. Notable allocations include McKesson Corporation ($33.6M) and Alphabet Class C ($14.9M), underpinning a strategy focused on established market leaders. This concentrated exposure suggests a disciplined approach targeting high-quality, resilient equity value.

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