Christensen, King & Associates Investment Services, Inc.

CIK

2032544

Location

RICHLAND, WA

Portfolio Value

Micro $23,099,049

Diversification

Diversified

Filing Date

Global Rank

#7,682 / 8,517 ▲ 362

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+40.0%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+218.5%

SPY

+55.7%

Annualised alpha

+39.6%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.8%

+1.8 pts

Top 5

51.2%

+5.0 pts

Top 10

71.2%

+4.8 pts

HHI

728

Diversified+121

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.5%	$10,270,026	9
Unclassified	21.4%	$4,934,558	4
Consumer Cyclical	11.1%	$2,566,324	5
Healthcare	9.3%	$2,144,744	4
Financial Services	4.2%	$972,243	2
Consumer Defensive	3.0%	$682,831	2
Industrials	2.8%	$656,978	2
Communication Services	1.9%	$443,138	1
Energy	1.9%	$428,207	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVDA	Nvidia Corp	+1	13,338	$2,668,800
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−399	3,132	$428,207
WMT	Walmart Inc.	−156	1,990	$225,387
AAPL	Apple Inc.	−87	11,810	$3,417,341
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	299	$345,132
INTC	Intel Corp	1,777	$248,122
SPY	Spdr S&P 500 ETF Trust	282	$210,589
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	6,991	$1,503,484
VEU	Vanguard FTSE All-World Ex-US ETF	9,070	$681,157
BNDX	Vanguard Total International Bond ETF	10,364	$497,990
VB	Vanguard Morningstar Small-Cap ETF	1,816	$475,646
VXUS	Vanguard Total International Stock ETF	3,256	$251,070
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $23,099,049 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	11,810	-87	$3,417,341	+13.2%	14.79%
QQQ	Invesco Qqq Trust, Series 1	Held	4,195	0	$3,089,198	+27.6%	13.37%
NVDA	Nvidia Corp Technology	Added	13,338	+1	$2,668,800	+14.7%	11.55%
LLY	ELI LILLY & Co Healthcare	Held	1,115	0	$1,337,364	+30.4%	5.79%
MSFT	Microsoft Corp Technology	Held	3,495	0	$1,303,704	+0.8%	5.64%
GLD	Spdr Gold Trust	Held	3,370	0	$1,241,440	−14.4%	5.37%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,247	0	$1,012,229	+14.4%	4.38%
AMD	Advanced Micro Devices Inc Technology	Held	1,624	0	$943,397	+185.6%	4.08%
GME	GameStop Corp. Consumer Cyclical	Held	33,673	0	$743,499	−4.2%	3.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,378	0	$689,537	+4.4%	2.99%
PLTR	Palantir Technologies Inc. Technology	Held	4,962	0	$578,916	−20.2%	2.51%
ABBV	AbbVie Inc. Healthcare	Held	2,075	0	$522,153	+15.7%	2.26%
AMAT	Applied Materials Inc /De Technology	Held	683	0	$493,809	+111.5%	2.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	489	0	$457,444	−6.1%	1.98%
GOOGL	Alphabet Inc. Communication Services	Held	1,240	0	$443,138	+24.3%	1.92%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,132	-399	$428,207	−28.5%	1.85%
IAU	Ishares Gold Trust	Held	5,209	0	$393,331	−14.3%	1.70%
CAT	Caterpillar Inc Industrials	Held	350	0	$372,715	+50.3%	1.61%
MU	Micron Technology Inc Technology	NEW	299	NEW	$345,132	NEW	1.49%
ITW	Illinois Tool Works Inc Industrials	Held	1,051	0	$284,263	+3.9%	1.23%
V	Visa Inc. Financial Services	Held	824	0	$282,706	+13.5%	1.22%
WSM	Williams Sonoma Inc Consumer Cyclical	Held	1,187	0	$276,689	+27.8%	1.20%
TSLA	Tesla, Inc. Consumer Cyclical	Held	646	0	$271,707	+13.1%	1.18%
IBM	International Business Machines Corp Technology	Held	963	0	$270,805	+16.0%	1.17%
MCD	Mcdonalds Corp Consumer Cyclical	Held	970	0	$262,200	−13.0%	1.14%
INTC	Intel Corp Technology	NEW	1,777	NEW	$248,122	NEW	1.07%
ABT	Abbott Laboratories Healthcare	Held	2,647	0	$240,188	−11.6%	1.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,990	-156	$225,387	−15.5%	0.98%
SPY	Spdr S&P 500 ETF Trust	NEW	282	NEW	$210,589	NEW	0.91%
OTLK	Outlook Therapeutics, Inc. Healthcare	Held	28,327	0	$45,039	+671.9%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.