Christensen, King & Associates Investment Services, Inc.

Registered adviser

CIK

2032544

Location

RICHLAND, WA

Portfolio Value

Small $274,593,958

Diversification

Highly concentrated

Filing Date

Global Rank

#5,732 / 8,816 ▼ 113 · as of Jun 2026

Top Industry

Aerospace & Defense 18.1%

Period ended 24 days ago

Filed Oct 22, 2026 · 2d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 116556

Roster of Oct 1, 2026

Regulatory AUM

$294,261,730

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$294,261,730	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$273,673,217	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$249,545,158	Individuals and high net worth (100%)
May 2023 to Mar 2024	$212,803,648	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$212,803,648	Individuals and high net worth (100%)
Mar 2022 to Feb 2023	$238,510,079	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.4% of the book (60%+)

Turnover

Low turnover

3.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 85.2%; sector active share 80.0% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

121 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

61.2%

−4.7 pts

Top 5

84.0%

−2.4 pts

Top 10

89.9%

−1.5 pts

HHI

3,968

Highly concentrated−571

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.1%	$247,332,847	88
Technology	4.7%	$13,033,998	10
Industrials	2.0%	$5,496,193	3
Consumer Cyclical	0.9%	$2,579,746	5
Healthcare	0.8%	$2,268,739	5
Energy	0.6%	$1,539,824	4
Financial Services	0.4%	$1,146,528	3
Consumer Defensive	0.3%	$769,424	2
Communication Services	0.2%	$426,659	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+33,730	577,746	$12,768,186
SCHD	Schwab U.S. Dividend Equity ETF	+31,296	516,198	$16,791,920
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+26,805	30,364	$3,815,843
OTLK	Outlook Therapeutics, Inc.	+25,739	54,066	$31,006
SCHV	Schwab U.S. Large-Cap Value ETF	+18,497	292,303	$9,736,612
SCHF	Schwab International Equity ETF	+18,235	499,632	$13,724,891
SCHX	Schwab U.S. Large-Cap ETF	+14,222	1,156,756	$34,702,680
SCHB	Schwab U.S. Broad Market ETF	+13,965	609,119	$17,853,277
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+13,407	27,338	$1,354,597
EWC	iShares Trust	+8,384	12,810	$0
SCHG	Schwab U.S. Large-Cap Growth ETF	+5,737	424,508	$15,252,572
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+5,090	223,192	$5,289,650
SCHE	Schwab Emerging Markets Equity ETF	+5,054	130,600	$4,760,370
IJH	iShares Core S&P Mid-Cap ETF	+5,022	22,402	$1,611,823
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+4,589	23,902	$1,871,765
BNDX	Vanguard Total International Bond ETF	+4,461	14,825	$694,847
IOO	iShares Global 100 ETF	+3,763	37,017	$5,330,818
SCHO	Schwab Short-Term U.S. Treasury ETF	+3,584	181,932	$4,340,897
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+3,508	18,758	$1,315,873
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+3,255	13,829	$5,175,364
SCHM	Schwab U.S. Mid-Cap ETF	+3,251	349,163	$11,878,525
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+3,207	10,415	$493,254
GME	GameStop Corp.	+2,581	36,254	$893,661
IJJ	iShares S&P Mid-Cap 400 Value ETF	+2,530	4,065	$559,791
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+2,479	24,430	$1,887,217
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PGX	Invesco Ltd.	−5,512	47,563	$0
PFF	iShares Preferred and Income Securities ETF	−4,021	9,680	$285,560
NVDA	Nvidia Corp	−2,082	11,256	$2,570,645
SCHA	Schwab U.S. Small-Cap ETF	−1,562	404,724	$13,206,144
VXUS	Vanguard Total International Stock ETF	−867	2,389	$202,969
IEF	iShares 7-10 Year Treasury Bond ETF	−681	37,606	$3,358,591
AAPL	Apple Inc.	−618	11,192	$3,727,159
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−604	7,632	$301,006
IEI	iShares 3-7 Year Treasury Bond ETF	−567	36,428	$4,132,392
IYH	iShares U.S. Healthcare ETF	−526	4,585	$328,102
AMZN	Amazon Com Inc	−520	3,727	$928,582
SCHI	Schwab 5-10 Year Corporate Bond ETF	−503	27,418	$587,841
AMD	Advanced Micro Devices Inc	−259	1,365	$835,052
FXH	First Trust Health Care AlphaDEX Fund	−227	2,320	$303,316
IXUS	iShares Core MSCI Total International Stock ETF	−180	2,233	$212,112
VOO	VANGUARD 500 INDEX FUND	−146	9,380	$6,574,066
VB	Vanguard Index Funds	−108	1,708	$485,908
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−102	1,653	$278,398
ABBV	AbbVie Inc.	−85	1,990	$520,564
ITW	Illinois Tool Works Inc	−59	992	$255,221
LLY	ELI LILLY & Co	−54	1,061	$1,227,661
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−38	3,646	$216,244
IEFA	iShares Core MSCI EAFE ETF	−36	2,864	$277,464
VHT	VANGUARD HEALTH CARE INDEX FUND	−30	3,714	$1,173,921
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	−11	1,295	$472,260
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
GE	General Electric Co	15,801	$4,934,494
DELL	Dell Technologies Inc.	2,345	$1,261,492
IVE	iShares S&P 500 Value ETF	3,622	$826,830
VUG	VANGUARD GROWTH INDEX FUND	7,238	$652,216
COP	Conocophillips	2,588	$323,888
USHY	iShares Broad USD High Yield Corporate Bond ETF	8,195	$292,725
VO	VANGUARD MID-CAP INDEX FUND	3,601	$282,390
GOVT	iShares U.S. Treasury Bond ETF	12,543	$274,315
ORCL	Oracle Corp	1,916	$263,066
DVY	iShares Select Dividend ETF	1,670	$253,956
EEM	iShares MSCI Emerging Markets ETF	3,605	$240,777
JNJ	Johnson & Johnson	859	$227,411
PSX	Phillips 66	881	$224,928
VEA	Vanguard FTSE Developed Markets ETF	3,184	$224,822
CVX	Chevron Corp	1,033	$210,948
IMCG	iShares Morningstar Mid-Cap Growth ETF	2,188	$205,431
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	963	$270,805
EFAV	iShares MSCI EAFE Min Vol Factor ETF	2,548	$223,485
IJK	iShares S&P Mid-Cap 400 Growth ETF	1,716	$201,630
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

121 tracked positions · $274,593,958 total · filing declares 121 positions · $276,161,801 · as of Sep 30, 2026

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

Showing 1–50 of 121 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Added	1,156,756	+14,222	$34,702,680	+3.2%	12.64%
SCHB	Schwab U.S. Broad Market ETF	Added	609,119	+13,965	$17,853,277	+3.6%	6.50%
SCHD	Schwab U.S. Dividend Equity ETF	Added	516,198	+31,296	$16,791,920	+9.2%	6.12%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	424,508	+5,737	$15,252,572	+7.6%	5.55%
SCHF	Schwab International Equity ETF	Added	499,632	+18,235	$13,724,891	+2.9%	5.00%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	404,724	-1,562	$13,206,144	−10.0%	4.81%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	577,746	+33,730	$12,768,186	+1.5%	4.65%
SCHM	Schwab U.S. Mid-Cap ETF	Added	349,163	+3,251	$11,878,525	−6.9%	4.33%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	292,303	+18,497	$9,736,612	+2.2%	3.55%
VOO	VANGUARD 500 INDEX FUND	Reduced	9,380	-146	$6,574,066	+0.5%	2.39%
IOO	iShares Global 100 ETF	Added	37,017	+3,763	$5,330,818	+17.4%	1.94%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	223,192	+5,090	$5,289,650	−1.7%	1.93%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	13,829	+3,255	$5,175,364	+32.3%	1.88%
GE	General Electric Co Industrials	NEW	15,801	NEW	$4,934,494	NEW	1.80%
SCHE	Schwab Emerging Markets Equity ETF	Added	130,600	+5,054	$4,760,370	+4.6%	1.73%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	181,932	+3,584	$4,340,897	+0.8%	1.58%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	36,428	-567	$4,132,392	−4.9%	1.50%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	30,364	+26,805	$3,815,843	+797.1%	1.39%
SCHP	Schwab U.S. TIPS ETF	Added	151,362	+427	$3,803,727	−4.9%	1.39%
AAPL	Apple Inc. Technology	Reduced	11,192	-618	$3,727,159	+9.1%	1.36%
QQQ	Invesco Qqq Trust, Series 1	Added	4,974	+779	$3,679,615	+19.1%	1.34%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	37,606	-681	$3,358,591	−7.2%	1.22%
NVDA	Nvidia Corp Technology	Reduced	11,256	-2,082	$2,570,645	−3.7%	0.94%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	26,958	+2,053	$2,548,609	+3.4%	0.93%
IVV	iShares Core S&P 500 ETF	Added	3,317	+836	$2,540,324	+36.7%	0.93%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	30,574	+1,494	$2,482,608	+4.0%	0.90%
MSFT	Microsoft Corp Technology	Added	4,442	+947	$2,278,301	+74.8%	0.83%
SCHC	Schwab International Small-Cap Equity ETF	Added	42,995	+1,147	$2,138,571	+6.2%	0.78%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	24,430	+2,479	$1,887,217	+8.8%	0.69%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	23,902	+4,589	$1,871,765	+17.3%	0.68%
VIG	Vanguard Specialized Funds	Added	7,819	+828	$1,824,250	+10.3%	0.66%
TLT	iShares 20+ Year Treasury Bond ETF	Added	21,417	+1,172	$1,665,814	−4.8%	0.61%
IJH	iShares Core S&P Mid-Cap ETF	Added	22,402	+5,022	$1,611,823	+20.3%	0.59%
IJR	iShares Core S&P Small-Cap ETF	Added	10,818	+451	$1,471,680	−4.3%	0.54%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Added	27,338	+13,407	$1,354,597	+95.3%	0.49%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	18,758	+3,508	$1,315,873	+17.5%	0.48%
GLD	Spdr Gold Trust	Added	3,373	+3	$1,284,573	+3.5%	0.47%
DELL	Dell Technologies Inc. Technology	NEW	2,345	NEW	$1,261,492	NEW	0.46%
LLY	ELI LILLY & Co Healthcare	Reduced	1,061	-54	$1,227,661	−8.2%	0.45%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	7,788	+526	$1,208,697	+5.3%	0.44%
IJS	iShares S&P Small-Cap 600 Value ETF	Added	9,298	+779	$1,191,073	+2.3%	0.43%
VHT	VANGUARD HEALTH CARE INDEX FUND	Reduced	3,714	-30	$1,173,921	+4.9%	0.43%
IJT	iShares S&P Small-Cap 600 Growth ETF	Added	6,666	+1,007	$1,068,759	+5.7%	0.39%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Added	4,676	+197	$1,020,349	+1.0%	0.37%
TIP	iShares TIPS Bond ETF	Added	9,039	+760	$940,417	+3.8%	0.34%
PLTR	Palantir Technologies Inc. Technology	Added	5,012	+50	$937,494	+61.9%	0.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,727	-520	$928,582	−8.3%	0.34%
GME	GameStop Corp. Consumer Cyclical	Added	36,254	+2,581	$893,661	+20.2%	0.33%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	5,300	+3	$836,605	+0.6%	0.30%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,365	-259	$835,052	−11.5%	0.30%

Showing the top 50 of 121 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.