Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q3 2025 data
CONTINENTAL INVESTORS SERVICES, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

CONTINENTAL INVESTORS SERVICES, INC.

โ€ขCIK: 883634โ€ขFiling: Q3 2025

**CONTINENTAL INVESTORS SERVICES, INC.** manages $67M across a diversified portfolio of 72 positions. The fund exhibits notable allocations to fixed income and broad market exposure, highlighted by $4.2M in AGG and $2.2M each in BND and VEU. Top holdings include ZECP at $5.8M, suggesting a strategic tilt toward specific sectors alongside core equity plays like TSLA ($3.9M) and AAPL ($2.0M). This structure indicates a balanced approach combining targeted sector bets with substantial exposure to diversified indices.

Total AUM
$67.4M
QoQ Performance
+21.1%
Positions
51
Top 10 Concentration
44.0%
Latest Filing
Q3 2025

Top Holdings Allocation

ZECP
AGG
TSLA
ZECP8.6%
AGG6.3%
TSLA5.8%
VTI4.5%
IVV3.3%
BND3.3%
VEU3.2%
SMIZ3.2%

๐Ÿ“ˆ Biggest Buys

QUIZ
ZACKS TRUST
NEW
2.6% of portfolio
ZECP
ZACKS TRUST
+40.3%
8.6% of portfolio
CGHM
CAPITAL GRP FIXED INCM ETF T
NEW
1.6% of portfolio
AGG
ISHARES TR
+20.6%
6.3% of portfolio
SMIZ
ZACKS TRUST
+40.3%
3.2% of portfolio

๐Ÿ“‰ Biggest Sells

IEFA
ISHARES TR
-74.8%
0.4% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
-16.1%
3.2% of portfolio
IVV
ISHARES TR
-14.2%
3.3% of portfolio
NVDA
NVIDIA CORPORATION
-10.6%
1.8% of portfolio
IJH
ISHARES TR
-11.2%
1.7% of portfolio

Sector Breakdown

Other68.0%
Technology10.9%
Consumer10.3%
ETF4.1%
Financial3.1%
Communication2.6%
Healthcare1.2%

๐Ÿšช Exited Positionssold since Q2 2025

BIL
SPDR SERIES TRUST
SOLD
$225.4K

Changes from Q2 2025

NEW11 new positions
โ†‘36 increased
โ†“22 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023