CONTINENTAL INVESTORS SERVICES, INC.

CIK

883634

Location

LONGVIEW, WA

Portfolio Value

Small $126,669,236

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,874 / 8,794 ▲ 182 · as of Jun 2026

Top Industry

Semiconductors 14.2%

Period ended 3 months ago

Filed Aug 13, 2026 · 53d

19 quarters · since Dec 2021

Clone Performance

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

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Portfolio Concentration

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

Top Position

40.8%

+4.0 pts

Top 5

64.6%

+10.3 pts

Top 10

75.8%

+8.6 pts

HHI

1,905

Moderately concentrated+397

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.9%	$89,797,514	15
Technology	9.4%	$11,953,058	11
Consumer Cyclical	5.1%	$6,511,050	4
Communication Services	3.8%	$4,819,890	3
Healthcare	2.8%	$3,483,642	8
Financial Services	2.6%	$3,334,490	5
Industrials	2.5%	$3,115,726	10
Energy	1.5%	$1,861,237	3
Consumer Defensive	1.4%	$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	+471,638	1,460,639	$51,621,440
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+37,696	136,556	$15,556,257
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+31,807	93,511	$3,612,468
FNDA	Schwab Fundamental U.S. Small Company ETF	+20,762	93,070	$3,352,922
BNDW	Vanguard Total World Bond ETF	+16,270	125,960	$7,139,880
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	+12,333	47,692	$757,348
IVZ	Invesco Ltd.	+3,207	34,317	$699,037
—		+2,083	16,973	$1,190,227
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
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+256	5,910	$215,833
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
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	−36,659	9,968	$257,672
BIV	Vanguard Intermediate-Term Bond ETF	−8,171	9,633	$707,158
VXUS	Vanguard Total International Stock ETF	−7,233	4,177	$357,091
BNDX	Vanguard Total International Bond ETF	−5,942	8,564	$414,754
VB	Vanguard Morningstar Small-Cap ETF	−3,075	11,280	$1,996,110
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
MSFT	Microsoft Corp	−1	4,603	$1,717,011
HD	Home Depot, Inc.	−1	760	$268,036
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

61 tracked positions · $126,669,236 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 61 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	1,460,639	+471,638	$51,621,440	+63.3%	40.75%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	136,556	+37,696	$15,556,257	—	12.28%
BNDW	Vanguard Total World Bond ETF	Added	125,960	+16,270	$7,139,880	+7.5%	5.64%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,392	+181	$3,950,275	+15.4%	3.12%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	93,511	+31,807	$3,612,468	+46.4%	2.85%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	93,070	+20,762	$3,352,922	+43.3%	2.65%
GOOGL	Alphabet Inc. Communication Services	Added	9,306	+193	$3,310,259	+26.4%	2.61%
AAPL	Apple Inc. Technology	Reduced	9,563	-87	$2,767,149	+13.0%	2.18%
NVDA	Nvidia Corp Technology	Added	12,532	+1,384	$2,507,527	+29.0%	1.98%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	25,518	+1,439	$2,137,132	+18.2%	1.69%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	11,280	-3,075	$1,996,110	−20.8%	1.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,188	+859	$1,951,527	+27.9%	1.54%
MSFT	Microsoft Corp Technology	Reduced	4,603	-1	$1,717,011	+0.7%	1.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,640	+13	$1,534,170	−5.4%	1.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,953	+49	$1,477,651	+6.2%	1.17%
		Added	16,973	+2,083	$1,190,227	+33.3%	0.94%
ABBV	AbbVie Inc. Healthcare	Added	4,727	+227	$1,189,502	+21.5%	0.94%
NFLX	Netflix Inc Communication Services	Reduced	13,617	-1,161	$972,253	−31.6%	0.77%
TPL	Texas Pacific Land Corp Energy	Reduced	2,132	-24	$933,048	−8.8%	0.74%
AMAT	Applied Materials Inc /De Technology	Reduced	1,256	-37	$908,088	+105.5%	0.72%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,874	-190	$894,966	+28.3%	0.71%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Added	47,692	+12,333	$757,348	+23.7%	0.60%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	9,633	-8,171	$707,158	−46.1%	0.56%
IVZ	Invesco Ltd. Financial Services	Added	34,317	+3,207	$699,037	+10.1%	0.55%
AVGO	Broadcom Inc. Technology	Added	1,833	+239	$692,415	+40.3%	0.55%
MA	Mastercard Inc Financial Services	Held	1,236	0	$634,809	+2.8%	0.50%
PLTR	Palantir Technologies Inc. Technology	Added	5,433	+548	$633,868	−11.3%	0.50%
MU	Micron Technology Inc Technology	Added	507	+11	$585,225	+249.2%	0.46%
AMD	Advanced Micro Devices Inc Technology	Added	988	+276	$573,939	+296.3%	0.45%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	1,077	0	$566,975	−6.3%	0.45%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	6,292	0	$545,201	+10.2%	0.43%
META	Meta Platforms, Inc. Communication Services	Added	954	+218	$537,378	+27.6%	0.42%
LNG	Cheniere Energy, Inc. Energy	Reduced	2,081	-19	$497,379	−16.5%	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	6,754	+1,216	$481,222	+35.6%	0.38%
LLY	ELI LILLY & Co Healthcare	Added	366	+32	$438,991	+42.9%	0.35%
CVX	Chevron Corp Energy	Added	2,599	+344	$430,810	−7.7%	0.34%
BNDX	Vanguard Total International Bond ETF	Reduced	8,564	-5,942	$414,754	−40.5%	0.33%
LRCX	Lam Research Corp Technology	Added	933	+30	$404,296	+109.6%	0.32%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Held	1,452	0	$391,459	+7.9%	0.31%
NDSN	Nordson Corp Industrials	Added	1,216	+1	$366,855	+13.5%	0.29%
VXUS	Vanguard Total International Stock ETF	Reduced	4,177	-7,233	$357,091	−59.4%	0.28%
CSX	Csx Corp Industrials	Added	7,437	+126	$353,480	+17.8%	0.28%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,339	+5	$341,212	+14.2%	0.27%
GE	General Electric Co Industrials	Added	857	+45	$320,286	+39.0%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	973	+159	$318,492	+33.0%	0.25%
SYK	Stryker Corp Healthcare	Held	951	0	$299,412	−4.2%	0.24%
BE	Bloom Energy Corp Industrials	Added	952	+113	$288,170	+153.5%	0.23%
ISRG	Intuitive Surgical Inc Healthcare	Added	717	+96	$285,136	−0.4%	0.23%
ASML	Asml Holding NV Technology	Held	135	0	$268,574	+50.6%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	760	-1	$268,036	+7.1%	0.21%

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.