Continental Investors Services
Latest statistics and disclosures from Continental Investors Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZECP, SMIZ, QUIZ, AGG, TSLA, and represent 40.18% of Continental Investors Services's stock portfolio.
- Added to shares of these 10 stocks: ZECP (+$6.7M), QUIZ, SMIZ, GROZ, AGG, VMBS, SPIB, VGSH, GOOG, NVDA.
- Started 13 new stock positions in BE, ASML, LRCX, DE, MRK, GEV, AMD, BIL, HD, MU. XOM, GE, VEA.
- Reduced shares in these 10 stocks: VTI, VXUS, BND, BNDX, CGHM, CGMU, CGDV, CGDG, VOO, BBSI.
- Sold out of its positions in BBSI, CGCV, CGUS, VOO.
- Continental Investors Services was a net buyer of stock by $26M.
- Continental Investors Services has $106M in assets under management (AUM), dropping by 36.49%.
- Central Index Key (CIK): 0000883634
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Portfolio Holdings for Continental Investors Services
Continental Investors Services holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Zacks Trust Earngs Constant (ZECP) | 15.5 | $16M | +68% | 448k | 36.52 |
|
| Zacks Trust Small/mid Cap (SMIZ) | 7.2 | $7.6M | +89% | 179k | 42.35 |
|
| Zacks Trust Quality Internat (QUIZ) | 7.1 | $7.5M | +109% | 259k | 29.15 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.6 | $6.9M | +50% | 70k | 99.06 |
|
| Tesla Motors (TSLA) | 3.9 | $4.1M | +2% | 9.2k | 445.00 |
|
| Zacks Trust Focus Growth Etf (GROZ) | 3.1 | $3.3M | +314% | 103k | 31.65 |
|
| Apple (AAPL) | 2.7 | $2.8M | +19% | 9.7k | 292.68 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $2.4M | +46% | 11k | 219.43 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.1 | $2.2M | +85% | 47k | 46.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.1M | +2% | 5.4k | 388.62 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.9 | $2.0M | +65% | 35k | 58.38 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.9 | $2.0M | 24k | 83.21 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $2.0M | +2% | 2.7k | 742.71 |
|
| Amazon (AMZN) | 1.9 | $2.0M | +37% | 7.3k | 268.99 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $1.9M | +36% | 52k | 36.76 |
|
| Microsoft Corporation (MSFT) | 1.8 | $1.9M | +28% | 4.6k | 412.68 |
|
| Spdr Series Trust State Street Spd (SPIB) | 1.8 | $1.9M | +90% | 57k | 33.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $1.7M | -47% | 4.6k | 363.25 |
|
| Costco Wholesale Corporation (COST) | 1.5 | $1.6M | +7% | 1.6k | 999.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.4M | +124% | 3.7k | 386.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $1.4M | +23% | 2.9k | 479.55 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 1.3 | $1.3M | +60% | 13k | 103.26 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $1.3M | -42% | 18k | 73.37 |
|
| Netflix (NFLX) | 1.2 | $1.3M | 15k | 85.45 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.1 | $1.2M | +89% | 15k | 79.23 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.0M | 14k | 73.79 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $972k | -51% | 11k | 85.22 |
|
| Abbvie (ABBV) | 0.9 | $913k | +65% | 4.5k | 202.80 |
|
| Texas Pacific Land Corp (TPL) | 0.8 | $868k | 2.2k | 402.58 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.8 | $864k | 1.6k | 532.72 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $835k | 2.1k | 404.54 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $696k | -39% | 15k | 47.98 |
|
| Broadcom (AVGO) | 0.6 | $683k | +28% | 1.6k | 428.48 |
|
| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.6 | $669k | -36% | 26k | 25.63 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $669k | +8% | 4.9k | 136.89 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.6 | $657k | +2% | 35k | 18.58 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $642k | 31k | 20.65 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $615k | +7% | 1.2k | 497.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $614k | +534% | 7.1k | 86.81 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.5 | $581k | 11k | 53.41 |
|
|
| Applied Materials (AMAT) | 0.5 | $574k | +31% | 1.3k | 443.79 |
|
| IDEXX Laboratories (IDXX) | 0.5 | $573k | 1.1k | 532.00 |
|
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.5 | $562k | -35% | 21k | 27.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $553k | 2.7k | 208.28 |
|
|
| Canadian Pacific Kansas City (CP) | 0.5 | $533k | 6.3k | 84.77 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $517k | 5.4k | 95.96 |
|
|
| Cheniere Energy Com New (LNG) | 0.5 | $505k | 2.1k | 240.69 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $481k | 14k | 34.82 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $476k | -37% | 10k | 47.45 |
|
| Meta Platforms Cl A (META) | 0.4 | $441k | +58% | 736.00 | 599.09 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.4 | $421k | -36% | 11k | 37.24 |
|
| Chevron Corporation (CVX) | 0.4 | $417k | +20% | 2.3k | 185.07 |
|
| Micron Technology (MU) | 0.4 | $395k | NEW | 496.00 | 795.31 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $391k | NEW | 5.5k | 70.67 |
|
| Wabtec Corporation (WAB) | 0.4 | $389k | 1.5k | 268.08 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $367k | NEW | 4.0k | 91.65 |
|
| Starbucks Corporation (SBUX) | 0.3 | $353k | 3.3k | 105.75 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $343k | NEW | 2.3k | 149.58 |
|
| Nordson Corporation (NDSN) | 0.3 | $342k | 1.2k | 281.80 |
|
|
| CSX Corporation (CSX) | 0.3 | $327k | +18% | 7.3k | 44.74 |
|
| Advanced Micro Devices (AMD) | 0.3 | $327k | NEW | 712.00 | 458.79 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $323k | +7% | 334.00 | 966.40 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.3 | $312k | 2.3k | 134.75 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $278k | +6% | 2.2k | 127.62 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.3 | $278k | 2.9k | 96.32 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $277k | 5.4k | 50.91 |
|
|
| Stryker Corporation (SYK) | 0.3 | $269k | 951.00 | 282.47 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $267k | NEW | 903.00 | 296.11 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $261k | +4% | 621.00 | 420.06 |
|
| Capital Group Global Equity SHS (CGGE) | 0.2 | $260k | -36% | 7.7k | 33.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $245k | +12% | 814.00 | 301.00 |
|
| Ge Aerospace Com New (GE) | 0.2 | $244k | NEW | 812.00 | 300.86 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $238k | NEW | 839.00 | 283.92 |
|
| Home Depot (HD) | 0.2 | $237k | NEW | 761.00 | 311.58 |
|
| Merck & Co (MRK) | 0.2 | $222k | NEW | 2.0k | 111.28 |
|
| Deere & Company (DE) | 0.2 | $218k | NEW | 370.00 | 588.74 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $211k | NEW | 135.00 | 1565.81 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $210k | -2% | 6.6k | 31.75 |
|
| Xylem (XYL) | 0.2 | $208k | 1.9k | 112.01 |
|
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $207k | 5.7k | 36.53 |
|
|
| Ge Vernova (GEV) | 0.2 | $206k | NEW | 192.00 | 1074.52 |
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Past Filings by Continental Investors Services
SEC 13F filings are viewable for Continental Investors Services going back to 2022
- Continental Investors Services 2026 Q1 filed May 15, 2026
- Continental Investors Services 2025 Q4 filed Feb. 23, 2026
- 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