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, SMIZ, QUIZ, and represent 33.02% of Continental Investors Services's stock portfolio.
  • Added to shares of these 10 stocks: ZECP, QUIZ, SMIZ, NFLX, TPL, AGG, VMBS, SCHE, SPIB, GROZ.
  • Started 2 new stock positions in HYLB, SCHD.
  • Reduced shares in these 10 stocks: IVV, VEU, VXUS, , , IJH, FLOT, BKLN, VTI, CGMU.
  • Sold out of its positions in IEFA, SPY.
  • Continental Investors Services was a net buyer of stock by $9.5M.
  • Continental Investors Services has $78M in assets under management (AUM), dropping by 15.07%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zacks Trust Earngs Constant (ZECP) 12.5 $9.7M +55% 265k 36.45
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Ishares Tr Core Us Aggbd Et (AGG) 6.1 $4.7M +11% 47k 101.66
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Tesla Motors (TSLA) 5.0 $3.9M 9.0k 430.65
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Zacks Trust Small/mid Cap (SMIZ) 4.8 $3.8M +63% 95k 39.63
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Zacks Trust Quality Internat (QUIZ) 4.6 $3.6M +80% 124k 29.00
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Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $3.0M -3% 8.9k 340.57
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.0 $2.3M +5% 31k 74.23
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Apple (AAPL) 2.7 $2.1M +2% 8.1k 260.03
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.4 $1.9M -13% 24k 79.66
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.4 $1.9M -19% 24k 77.73
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $1.8M -21% 2.6k 694.95
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Alphabet Cap Stk Cl A (GOOGL) 2.3 $1.8M 5.3k 338.35
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Microsoft Corporation (MSFT) 2.0 $1.5M +4% 3.6k 431.09
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NVIDIA Corporation (NVDA) 1.9 $1.5M +13% 7.6k 192.11
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Costco Wholesale Corporation (COST) 1.8 $1.4M 1.5k 940.38
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $1.4M +43% 38k 35.48
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Amazon (AMZN) 1.6 $1.3M +8% 5.3k 239.79
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.6 $1.3M +42% 21k 60.11
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $1.2M +62% 25k 48.50
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Netflix (NFLX) 1.6 $1.2M +926% 15k 83.52
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $1.2M +3% 24k 48.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.1M -5% 2.4k 480.53
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Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 1.4 $1.0M -4% 41k 25.34
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Spdr Series Trust State Street Spd (SPIB) 1.3 $1.0M +63% 30k 34.85
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Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $940k -22% 14k 68.67
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.1 $872k -10% 32k 27.39
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $807k +50% 8.1k 99.53
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Texas Pacific Land Corp (TPL) 1.0 $759k +197% 2.2k 348.31
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Zacks Trust Focus Growth Etf (GROZ) 1.0 $757k +105% 25k 30.35
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IDEXX Laboratories (IDXX) 0.9 $722k 1.1k 670.46
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $714k -11% 16k 44.56
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $682k 2.1k 330.56
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Palantir Technologies Cl A (PLTR) 0.8 $659k +8% 4.5k 146.72
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Capital Group Dividend Growe Shs Etf (CGDG) 0.8 $649k -9% 18k 36.23
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $643k -15% 31k 20.74
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $638k +70% 7.8k 82.30
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Mastercard Incorporated Cl A (MA) 0.8 $620k 1.1k 539.49
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Abbvie (ABBV) 0.8 $606k +16% 2.7k 223.21
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Ishares Tr Ishares Semicdtr (SOXX) 0.7 $561k 1.6k 346.27
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Alphabet Cap Stk Cl C (GOOG) 0.7 $560k 1.7k 338.43
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Vanguard Index Fds Growth Etf (VUG) 0.7 $537k 1.1k 481.63
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Spdr Series Trust State Street Spd (SPSM) 0.7 $534k -15% 11k 49.46
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Vanguard Index Fds Value Etf (VTV) 0.7 $530k 2.7k 199.77
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.7 $505k 34k 14.67
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Ishares Tr Core Msci Total (IXUS) 0.6 $487k 5.4k 89.41
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Canadian Pacific Kansas City (CP) 0.6 $468k 6.3k 74.34
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Cheniere Energy Com New (LNG) 0.6 $448k 2.1k 211.49
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $438k -5% 14k 31.62
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Broadcom (AVGO) 0.5 $412k +33% 1.2k 332.34
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Capital Group Global Equity SHS (CGGE) 0.5 $392k -4% 12k 32.27
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Stryker Corporation (SYK) 0.4 $347k 938.00 369.58
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Chevron Corporation (CVX) 0.4 $334k +4% 1.9k 178.61
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Meta Platforms Cl A (META) 0.4 $334k +37% 464.00 719.93
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Wabtec Corporation (WAB) 0.4 $334k 1.5k 230.20
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Nordson Corporation (NDSN) 0.4 $333k 1.2k 274.54
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Eli Lilly & Co. (LLY) 0.4 $324k +6% 312.00 1039.05
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Applied Materials (AMAT) 0.4 $318k -4% 986.00 322.25
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Starbucks Corporation (SBUX) 0.4 $306k 3.3k 91.96
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Intuitive Surgical Com New (ISRG) 0.4 $300k +8% 594.00 505.07
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Spdr Series Trust State Street Spd (XBI) 0.4 $289k 2.3k 124.75
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Spdr Series Trust State Street Spd (JNK) 0.4 $281k -23% 2.9k 97.82
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $279k -29% 5.5k 51.04
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Xylem (XYL) 0.3 $256k 1.9k 137.83
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Wal-Mart Stores (WMT) 0.3 $244k +3% 2.0k 119.32
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CSX Corporation (CSX) 0.3 $234k -2% 6.2k 37.76
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $225k 353.00 636.94
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JPMorgan Chase & Co. (JPM) 0.3 $225k +4% 722.00 311.26
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Barrett Business Services (BBSI) 0.3 $217k 5.7k 38.00
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $214k -4% 5.3k 40.66
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Capital Group Conservative E SHS (CGCV) 0.3 $214k -4% 6.9k 30.87
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $210k NEW 5.7k 37.05
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $202k NEW 6.8k 29.82
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Past Filings by Continental Investors Services

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