CONTINENTAL INVESTORS SERVICES, INC.

CIK

883634

Location

LONGVIEW, WA

Portfolio Value

Micro $29,792,180

Diversification

Diversified

Filing Date

Global Rank

#7,050 / 8,232 ▲ 376

Top Industry

Semiconductors 11.6%

3Y Alpha vs SPY

-5.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+53.1%

SPY

+76.3%

Annualised alpha

-5.5%

Max drawdown

−27.2%

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

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

−4.4 pts

Top 5

37.4%

−6.1 pts

Top 10

60.6%

−6.1 pts

HHI

477

Diversified−142

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$9,128,599	11
Consumer Cyclical	18.5%	$5,499,577	4
Communication Services	11.4%	$3,395,965	3
Healthcare	9.2%	$2,729,924	6
Energy	8.3%	$2,474,297	4
Industrials	8.1%	$2,423,200	9
Financial Services	7.5%	$2,248,621	3
Consumer Defensive	6.4%	$1,891,997	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+3,524	11,148	$1,944,211
AMZN	Amazon Com Inc	+2,005	7,329	$1,526,410
ABBV	AbbVie Inc.	+1,785	4,500	$978,705
AAPL	Apple Inc.	+1,593	9,650	$2,449,073
CSX	Csx Corp	+1,119	7,311	$300,116
MSFT	Microsoft Corp	+1,018	4,604	$1,704,262
BRK-B	Berkshire Hathaway Inc	+545	2,904	$1,391,596
PLTR	Palantir Technologies Inc.	+396	4,885	$714,577
CVX	Chevron Corp	+383	2,255	$466,559
AVGO	Broadcom Inc.	+354	1,594	$493,358
AMAT	Applied Materials Inc /De	+307	1,293	$441,934
META	Meta Platforms, Inc.	+272	736	$421,087
TSLA	Tesla, Inc.	+238	9,211	$3,424,189
WMT	Walmart Inc.	+134	2,179	$270,806
GOOGL	Alphabet Inc.	+129	5,404	$1,553,974
COST	Costco Wholesale Corp /New	+109	1,627	$1,621,191
JPM	Jpmorgan Chase & Co	+92	814	$239,446
MA	Mastercard Inc	+87	1,236	$617,579
NFLX	Netflix Inc	+79	14,778	$1,420,904
ISRG	Intuitive Surgical Inc	+27	621	$286,274
LLY	ELI LILLY & Co	+22	334	$307,203
SYK	Stryker Corp	+13	951	$312,489
SBUX	Starbucks Corp	+2	3,334	$298,693
NDSN	Nordson Corp	+1	1,215	$323,262
WAB	Westinghouse Air Brake Technologies Corp	+1	1,452	$362,869
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
TPL	Texas Pacific Land Corp	−24	2,156	$1,023,151
LNG	Cheniere Energy, Inc.	−20	2,100	$595,896
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	2,291	$388,691
HD	Home Depot, Inc.	761	$250,285
MRK	Merck & Co., Inc.	1,996	$240,098
GE	General Electric Co	812	$230,421
DE	Deere & Co	370	$208,421
LRCX	Lam Research Corp	903	$192,934
ASML	Asml Holding NV	135	$178,312
GEV	GE Vernova Inc.	192	$167,596
MU	Micron Technology Inc	496	$167,568
AMD	Advanced Micro Devices Inc	712	$144,842
BE	Bloom Energy Corp	839	$113,676
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BBSI	Barrett Business Services Inc	5,717	$207,012
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $29,792,180 total · as of Mar 31, 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
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,211	+238	$3,424,189	−15.1%	11.49%
AAPL	Apple Inc. Technology	Added	9,650	+1,593	$2,449,073	+11.8%	8.22%
NVDA	Nvidia Corp Technology	Added	11,148	+3,524	$1,944,211	+36.7%	6.53%
MSFT	Microsoft Corp Technology	Added	4,604	+1,018	$1,704,262	−1.7%	5.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,627	+109	$1,621,191	+23.8%	5.44%
GOOGL	Alphabet Inc. Communication Services	Added	5,404	+129	$1,553,974	−5.9%	5.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,329	+2,005	$1,526,410	+24.2%	5.12%
NFLX	Netflix Inc Communication Services	Added	14,778	+79	$1,420,904	+3.1%	4.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,904	+545	$1,391,596	+17.4%	4.67%
TPL	Texas Pacific Land Corp Energy	Reduced	2,156	-24	$1,023,151	+63.4%	3.43%
ABBV	AbbVie Inc. Healthcare	Added	4,500	+1,785	$978,705	+57.8%	3.29%
PLTR	Palantir Technologies Inc. Technology	Added	4,885	+396	$714,577	−10.4%	2.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,064	0	$697,528	+11.2%	2.34%
MA	Mastercard Inc Financial Services	Added	1,236	+87	$617,579	−5.8%	2.07%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	1,077	0	$605,155	−16.9%	2.03%
LNG	Cheniere Energy, Inc. Energy	Reduced	2,100	-20	$595,896	+44.6%	2.00%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	6,292	0	$494,928	+6.8%	1.66%
AVGO	Broadcom Inc. Technology	Added	1,594	+354	$493,358	+15.0%	1.66%
CVX	Chevron Corp Energy	Added	2,255	+383	$466,559	+63.5%	1.57%
AMAT	Applied Materials Inc /De Technology	Added	1,293	+307	$441,934	+74.4%	1.48%
META	Meta Platforms, Inc. Communication Services	Added	736	+272	$421,087	+37.5%	1.41%
XOM	Exxon Mobil Corp Energy	NEW	2,291	NEW	$388,691	NEW	1.30%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	1,452	+1	$362,869	+17.2%	1.22%
NDSN	Nordson Corp Industrials	Added	1,215	+1	$323,262	+10.8%	1.09%
SYK	Stryker Corp Healthcare	Added	951	+13	$312,489	−5.2%	1.05%
LLY	ELI LILLY & Co Healthcare	Added	334	+22	$307,203	−8.4%	1.03%
CSX	Csx Corp Industrials	Added	7,311	+1,119	$300,116	+33.7%	1.01%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,334	+2	$298,693	+6.5%	1.00%
ISRG	Intuitive Surgical Inc Healthcare	Added	621	+27	$286,274	−14.9%	0.96%
WMT	Walmart Inc. Consumer Defensive	Added	2,179	+134	$270,806	+18.9%	0.91%
HD	Home Depot, Inc. Consumer Cyclical	NEW	761	NEW	$250,285	NEW	0.84%
MRK	Merck & Co., Inc. Healthcare	NEW	1,996	NEW	$240,098	NEW	0.81%
JPM	Jpmorgan Chase & Co Financial Services	Added	814	+92	$239,446	+2.9%	0.80%
GE	General Electric Co Industrials	NEW	812	NEW	$230,421	NEW	0.77%
XYL	Xylem Inc. Industrials	Added	1,857	+1	$221,911	−12.2%	0.74%
DE	Deere & Co Industrials	NEW	370	NEW	$208,421	NEW	0.70%
LRCX	Lam Research Corp Technology	NEW	903	NEW	$192,934	NEW	0.65%
ASML	Asml Holding NV Technology	NEW	135	NEW	$178,312	NEW	0.60%
GEV	GE Vernova Inc. Industrials	NEW	192	NEW	$167,596	NEW	0.56%
MU	Micron Technology Inc Technology	NEW	496	NEW	$167,568	NEW	0.56%
AMD	Advanced Micro Devices Inc Technology	NEW	712	NEW	$144,842	NEW	0.49%
BE	Bloom Energy Corp Industrials	NEW	839	NEW	$113,676	NEW	0.38%