Christensen, King & Associates Investment Services, Inc.
•CIK: 2032544•Filing: Q4 2025
**Christensen, King & Associates Investment Services, Inc.** manages $234M across a diversified portfolio of 106 positions. The strategy exhibits a pronounced focus on broad market sector exposure, evidenced by top holdings including SCHX ($30.7M) and SCHB ($16.1M). Significant allocations are maintained across core indices, notably SCHG ($14.2M), SCHD ($13.7M), and SCHZ ($12.4M). This concentration suggests a systematic, factor-aware approach to capturing market beta across various equity segments.
Total AUM
$234.3M
QoQ Performance
+0.7%
Positions
47
Top 10 Concentration
57.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
SCHB
SCHG
SCHD
SCHZ
SCHA
SCHF
SCHX13.1%
SCHB6.9%
SCHG6.1%
SCHD5.8%
SCHZ5.3%
SCHA5.1%
SCHF5.0%
SCHM4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.5%
Technology3.6%
ETF3.4%
Consumer0.9%
Healthcare0.9%
Financial0.4%
Energy0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑41 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024