Christensen, King & Associates Investment Services, Inc.

CIK

2032544

Location

RICHLAND, WA

Portfolio Value

Micro $23,099,049

Diversification

Diversified

Filing Date

Global Rank

#1,036 / 1,225 ▲ 6717

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+3.0%

Period ended 17 days ago

Filed Jul 14, 2026 · 3d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.9%

SPY

+55.6%

Annualised alpha

+2.9%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

14.8%

−0.5 pts

Top 5

51.2%

−1.9 pts

Top 10

71.2%

−2.4 pts

HHI

728

Diversified−23

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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

30 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%