โณ
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but CONTINENTAL INVESTORS SERVICES, INC.'s latest available filing here is Q3 2025.
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
Other69.4%
Technology10.9%
Consumer10.3%
ETF4.1%
Communication2.6%
Financial1.3%
Healthcare1.2%
Energy0.4%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022