โณ
Showing Q3 2025 data
CONTINENTAL INVESTORS SERVICES, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CONTINENTAL INVESTORS SERVICES, INC.
โขCIK: 883634โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other68.0%
Technology10.9%
Consumer10.3%
ETF4.1%
Financial3.1%
Communication2.6%
Healthcare1.2%
๐ช Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW11 new positions
โ36 increased
โ22 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023