CONTINENTAL INVESTORS SERVICES, INC.

CIK

883634

Location

LONGVIEW, WA

Portfolio Value

Micro $45,701,237

Diversification

Diversified

Filing Date

Global Rank

#7,060 / 8,517 ▲ 544

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

+23.5%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–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

+199.3%

SPY

+75.3%

Annualised alpha

+23.5%

Max drawdown

−21.7%

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 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.2%

+3.4 pts

Top 5

39.6%

+5.4 pts

Top 10

58.9%

+4.0 pts

HHI

471

Diversified+73

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.2%	$11,953,058	11
Unclassified	20.8%	$9,528,552	6
Consumer Cyclical	14.2%	$6,511,050	4
Communication Services	10.5%	$4,819,890	3
Healthcare	7.6%	$3,483,642	8
Industrials	6.8%	$3,115,726	10
Financial Services	5.8%	$2,635,453	4
Energy	4.1%	$1,861,237	3
Consumer Defensive	3.9%	$1,792,629	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GROZ	Zacks Focus Growth ETF	+71,947	175,207	$5,568,078
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+2,216	6,223	$570,275
VEU	Vanguard FTSE All-World Ex-US ETF	+1,439	25,518	$2,137,132
NVDA	Nvidia Corp	+1,384	12,532	$2,507,527
VEA	Vanguard FTSE Developed Markets ETF	+1,216	6,754	$481,222
AMZN	Amazon Com Inc	+859	8,188	$1,951,527
PLTR	Palantir Technologies Inc.	+548	5,433	$633,868
CVX	Chevron Corp	+344	2,599	$430,810
AMD	Advanced Micro Devices Inc	+276	988	$573,939
AVGO	Broadcom Inc.	+239	1,833	$692,415
ABBV	AbbVie Inc.	+227	4,727	$1,189,502
META	Meta Platforms, Inc.	+218	954	$537,378
GOOGL	Alphabet Inc.	+193	9,306	$3,310,259
TSLA	Tesla, Inc.	+181	9,392	$3,950,275
JPM	Jpmorgan Chase & Co	+159	973	$318,492
CSX	Csx Corp	+126	7,437	$353,480
BE	Bloom Energy Corp	+113	952	$288,170
WMT	Walmart Inc.	+103	2,282	$258,459
ISRG	Intuitive Surgical Inc	+96	717	$285,136
BRK-B	Berkshire Hathaway Inc	+49	2,953	$1,477,651
GE	General Electric Co	+45	857	$320,286
LLY	ELI LILLY & Co	+32	366	$438,991
LRCX	Lam Research Corp	+30	933	$404,296
COST	Costco Wholesale Corp /New	+13	1,640	$1,534,170
MU	Micron Technology Inc	+11	507	$585,225
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
VXUS	Vanguard Total International Stock ETF	−7,233	4,177	$357,091
BNDX	Vanguard Total International Bond ETF	−5,942	8,564	$414,754
NFLX	Netflix Inc	−1,161	13,617	$972,253
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−190	1,874	$894,966
XYL	Xylem Inc.	−139	1,718	$203,084
AAPL	Apple Inc.	−87	9,563	$2,767,149
AMAT	Applied Materials Inc /De	−37	1,256	$908,088
TPL	Texas Pacific Land Corp	−24	2,132	$933,048
LNG	Cheniere Energy, Inc.	−19	2,081	$497,379
HD	Home Depot, Inc.	−1	760	$268,036
MSFT	Microsoft Corp	−1	4,603	$1,717,011
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CAH	Cardinal Health Inc	958	$227,582
JNJ	Johnson & Johnson	864	$219,430
HWM	Howmet Aerospace Inc.	778	$209,173
BAC	Bank Of America Corp /De/	3,589	$204,501
BBSI	Barrett Business Services Inc	5,724	$203,316
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	10,038	$427,016
CGDG	Capital Group Dividend Growers ETF	11,298	$405,598
XOM	ExxonMobil Holdings Corp	2,291	$388,691
CGGE	Capital Group Global Equity ETF	7,691	$234,575
GEV	GE Vernova Inc.	192	$167,596
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $45,701,237 total · filing declares 81 positions · $127,614,081 · as of Jun 30, 2026

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

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GROZ	Zacks Focus Growth ETF	Added	175,207	+71,947	$5,568,078	+95.6%	12.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,392	+181	$3,950,275	+15.4%	8.64%
GOOGL	Alphabet Inc. Communication Services	Added	9,306	+193	$3,310,259	+26.4%	7.24%
AAPL	Apple Inc. Technology	Reduced	9,563	-87	$2,767,149	+13.0%	6.05%
NVDA	Nvidia Corp Technology	Added	12,532	+1,384	$2,507,527	+29.0%	5.49%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	25,518	+1,439	$2,137,132	+18.2%	4.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,188	+859	$1,951,527	+27.9%	4.27%
MSFT	Microsoft Corp Technology	Reduced	4,603	-1	$1,717,011	+0.7%	3.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,640	+13	$1,534,170	−5.4%	3.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,953	+49	$1,477,651	+6.2%	3.23%
ABBV	AbbVie Inc. Healthcare	Added	4,727	+227	$1,189,502	+21.5%	2.60%
NFLX	Netflix Inc Communication Services	Reduced	13,617	-1,161	$972,253	−31.6%	2.13%
TPL	Texas Pacific Land Corp Energy	Reduced	2,132	-24	$933,048	−8.8%	2.04%
AMAT	Applied Materials Inc /De Technology	Reduced	1,256	-37	$908,088	+105.5%	1.99%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,874	-190	$894,966	+28.3%	1.96%
AVGO	Broadcom Inc. Technology	Added	1,833	+239	$692,415	+40.3%	1.52%
MA	Mastercard Inc Financial Services	Held	1,236	0	$634,809	+2.8%	1.39%
PLTR	Palantir Technologies Inc. Technology	Added	5,433	+548	$633,868	−11.3%	1.39%
MU	Micron Technology Inc Technology	Added	507	+11	$585,225	+249.2%	1.28%
AMD	Advanced Micro Devices Inc Technology	Added	988	+276	$573,939	+296.3%	1.26%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Added	6,223	+2,216	$570,275	+55.3%	1.25%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	1,077	0	$566,975	−6.3%	1.24%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	6,292	0	$545,201	+10.2%	1.19%
META	Meta Platforms, Inc. Communication Services	Added	954	+218	$537,378	+27.6%	1.18%
LNG	Cheniere Energy, Inc. Energy	Reduced	2,081	-19	$497,379	−16.5%	1.09%
VEA	Vanguard FTSE Developed Markets ETF	Added	6,754	+1,216	$481,222	+35.6%	1.05%
LLY	ELI LILLY & Co Healthcare	Added	366	+32	$438,991	+42.9%	0.96%
CVX	Chevron Corp Energy	Added	2,599	+344	$430,810	−7.7%	0.94%
BNDX	Vanguard Total International Bond ETF	Reduced	8,564	-5,942	$414,754	−40.5%	0.91%
LRCX	Lam Research Corp Technology	Added	933	+30	$404,296	+109.6%	0.88%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Held	1,452	0	$391,459	+7.9%	0.86%
NDSN	Nordson Corp Industrials	Added	1,216	+1	$366,855	+13.5%	0.80%
VXUS	Vanguard Total International Stock ETF	Reduced	4,177	-7,233	$357,091	−59.4%	0.78%
CSX	Csx Corp Industrials	Added	7,437	+126	$353,480	+17.8%	0.77%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,339	+5	$341,212	+14.2%	0.75%
GE	General Electric Co Industrials	Added	857	+45	$320,286	+39.0%	0.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	973	+159	$318,492	+33.0%	0.70%
SYK	Stryker Corp Healthcare	Held	951	0	$299,412	−4.2%	0.66%
BE	Bloom Energy Corp Industrials	Added	952	+113	$288,170	+153.5%	0.63%
ISRG	Intuitive Surgical Inc Healthcare	Added	717	+96	$285,136	−0.4%	0.62%
ASML	Asml Holding NV Technology	Held	135	0	$268,574	+50.6%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	760	-1	$268,036	+7.1%	0.59%
WMT	Walmart Inc. Consumer Defensive	Added	2,282	+103	$258,459	−4.6%	0.57%
MRK	Merck & Co., Inc. Healthcare	Added	1,997	+1	$256,614	+6.9%	0.56%
DE	Deere & Co Industrials	Held	370	0	$234,702	+12.6%	0.51%
CAH	Cardinal Health Inc Healthcare	NEW	958	NEW	$227,582	NEW	0.50%
JNJ	Johnson & Johnson Healthcare	NEW	864	NEW	$219,430	NEW	0.48%
HWM	Howmet Aerospace Inc. Industrials	NEW	778	NEW	$209,173	NEW	0.46%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,589	NEW	$204,501	NEW	0.45%
BBSI	Barrett Business Services Inc Industrials	NEW	5,724	NEW	$203,316	NEW	0.44%

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.