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Continental Investors Services

Latest statistics and disclosures from Continental Investors Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are ZECP, AGG, TSLA, VTI, IVV, and represent 28.40% of Continental Investors Services's stock portfolio.
Added to shares of these 10 stocks: Zacks Trust, ZECP, CGHM, AGG, SMIZ, CGGE, SCHE, VCSH, VMBS, VGSH.
Started 11 new stock positions in XBI, CGUS, WMT, CGGE, CGHM, Zacks Trust, CGCV, VCSH, VOO, JPM. AMAT.
Reduced shares in these 10 stocks: IEFA, VEU, IVV, BIL, NVDA, IJH, TSLA, SPSM, CGDV, JNK.
Sold out of its position in BIL.
Continental Investors Services was a net buyer of stock by $7.6M.
Continental Investors Services has $67M in assets under management (AUM), dropping by 21.12%.
Central Index Key (CIK): 0000883634

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Portfolio Holdings for Continental Investors Services

Continental Investors Services holds 72 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Zacks Trust Earngs Constant (ZECP)	8.6	$5.8M	+40%	171k	33.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.3	$4.2M	+20%	42k	101.08	View chart
Tesla Motors (TSLA)	5.8	$3.9M	-3%	9.0k	439.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.5	$3.0M		9.2k	327.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$2.2M	-14%	3.3k	667.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.3	$2.2M		29k	74.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.2	$2.2M	-16%	30k	72.20	View chart
Zacks Trust Small/mid Cap (SMIZ)	3.2	$2.1M	+40%	58k	36.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$2.0M		28k	74.16	View chart
Apple (AAPL)	3.0	$2.0M		7.8k	253.95	View chart
Microsoft Corporation (MSFT)	2.6	$1.8M		3.4k	517.26	View chart
Zacks Trust Quality Internat	2.6	$1.8M	NEW	68k	25.64	View chart
Netflix (NFLX)	2.6	$1.7M		1.4k	1201.03	View chart
Costco Wholesale Corporation (COST)	2.1	$1.4M		1.5k	937.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$1.3M	+4%	5.2k	254.90	View chart
NVIDIA Corporation (NVDA)	1.8	$1.2M	-10%	6.7k	185.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$1.2M		2.5k	492.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$1.2M		23k	49.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$1.1M	-11%	18k	64.47	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	1.6	$1.1M	NEW	43k	25.57	View chart
Amazon (AMZN)	1.6	$1.1M	+7%	4.9k	214.56	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.4	$973k	+7%	36k	27.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.3	$890k	+80%	27k	33.60	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$868k	+55%	15k	59.04	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	1.1	$761k		37k	20.85	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$753k	-5%	18k	41.77	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$741k	+88%	16k	47.42	View chart
Palantir Technologies Cl A (PLTR)	1.1	$736k		4.1k	178.54	View chart
Texas Pacific Land Corp (TPL)	1.0	$690k		734.00	939.59	View chart
IDEXX Laboratories (IDXX)	1.0	$688k		1.1k	635.40	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$686k	+33%	20k	34.78	View chart
Mastercard Incorporated Cl A (MA)	1.0	$649k		1.2k	562.90	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.9	$617k	+65%	18k	34.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$609k		2.1k	295.08	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.9	$586k	-12%	13k	45.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$543k	-4%	1.1k	478.27	View chart
Abbvie (ABBV)	0.8	$537k		2.3k	230.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$487k		2.6k	185.67	View chart
Canadian Pacific Kansas City (CP)	0.7	$485k		6.3k	76.51	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.7	$480k	+30%	5.4k	89.26	View chart
Cheniere Energy Com New (LNG)	0.7	$468k		2.1k	218.94	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.7	$466k	+9%	1.6k	288.26	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$455k		5.5k	83.45	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.7	$451k		34k	13.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$432k		15k	29.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$419k		1.6k	253.82	View chart
Capital Group Global Equity SHS (CGGE)	0.6	$396k	NEW	13k	30.98	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$394k		7.7k	50.95	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.5	$365k	-8%	3.8k	97.24	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$365k	NEW	4.5k	80.28	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.5	$355k		12k	29.35	View chart
Stryker Corporation (SYK)	0.5	$355k		947.00	374.60	View chart
Broadcom (AVGO)	0.5	$330k	+9%	927.00	355.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$307k	-5%	462.00	664.72	View chart
Starbucks Corporation (SBUX)	0.4	$290k		3.4k	85.37	View chart
Nordson Corporation (NDSN)	0.4	$287k		1.2k	233.32	View chart
Wabtec Corporation (WAB)	0.4	$285k		1.5k	194.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$282k	-74%	3.2k	88.10	View chart
Chevron Corporation (CVX)	0.4	$275k	+5%	1.8k	153.04	View chart
Xylem (XYL)	0.4	$271k		1.9k	145.89	View chart
Spdr Series Trust S&p Biotech (XBI)	0.4	$252k	NEW	2.3k	107.82	View chart
Meta Platforms Cl A (META)	0.4	$248k	+22%	337.00	736.42	View chart
Intuitive Surgical Com New (ISRG)	0.4	$246k	+4%	550.00	447.75	View chart
Eli Lilly & Co. (LLY)	0.4	$239k	+5%	294.00	812.00	View chart
Barrett Business Services (BBSI)	0.4	$238k		5.7k	41.62	View chart
Applied Materials (AMAT)	0.3	$232k	NEW	1.0k	224.97	View chart
CSX Corporation (CSX)	0.3	$231k		6.3k	36.60	View chart
Capital Group Conservative E SHS (CGCV)	0.3	$218k	NEW	7.2k	30.03	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$217k	NEW	5.5k	39.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$216k	NEW	354.00	611.14	View chart
Wal-Mart Stores (WMT)	0.3	$213k	NEW	2.0k	107.71	View chart
JPMorgan Chase & Co. (JPM)	0.3	$205k	NEW	688.00	297.69	View chart

Past Filings by Continental Investors Services

SEC 13F filings are viewable for Continental Investors Services going back to 2022

Continental Investors Services 2025 Q3 filed Nov. 6, 2025
Continental Investors Services 2025 Q2 filed Aug. 4, 2025
Continental Investors Services 2025 Q1 filed May 15, 2025
Continental Investors Services 2024 Q4 filed Feb. 11, 2025
Continental Investors Services 2024 Q3 filed Nov. 18, 2024
Continental Investors Services 2024 Q2 filed Aug. 14, 2024
Continental Investors Services 2024 Q1 filed May 10, 2024
Continental Investors Services 2023 Q3 filed Nov. 13, 2023
Continental Investors Services 2023 Q2 filed Aug. 10, 2023
Continental Investors Services 2023 Q1 filed April 27, 2023
Continental Investors Services 2022 Q4 filed Feb. 28, 2023
Continental Investors Services 2022 Q3 restated filed Dec. 15, 2022
Continental Investors Services 2022 Q3 filed Nov. 22, 2022
Continental Investors Services 2022 Q2 filed Aug. 17, 2022
Continental Investors Services 2021 Q4 filed June 13, 2022
Continental Investors Services 2022 Q1 filed June 13, 2022

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