The Analysis of CONTINENTAL INVESTORS SERVICES, INC.'s Holdings
Currently, CONTINENTAL INVESTORS SERVICES, INC. holds 72 types of securities in its portfolio with a total value $77.5M. In the most recent quarter, they have increased their positions in ZECP (+94.4K shares, valued at $3.4M), QUIZ (+55.2K shares, valued at $1.6M), SMIZ (+36.8K shares, valued at $1.5M); decreased their positions in IVV (-702 shares, valued at $487.9K), VEU (-5.7K shares, valued at $441.0K), VXUS (-3.9K shares, valued at $307.2K); initiated new positions in HYLB (+5.7K shares, valued at $209.5K), SCHD (+6.8K shares, valued at $202.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ZECP ZACKS TRUST265.2K shares55.28%2025-12-312026-02-23
AGG ISHARES TR46.6K shares11.81%2025-12-312026-02-23 TSLA TESLA INC9.0K shares0.26%2025-12-312026-02-23 SMIZ ZACKS TRUST94.8K shares63.52%2025-12-312026-02-23 QUIZ ZACKS TRUST123.5K shares80.78%2025-12-312026-02-23 VTI VANGUARD INDEX FDS8.9K shares-3.27%2025-12-312026-02-23 BND VANGUARD BD INDEX FDS31.1K shares5.94%2025-12-312026-02-23 AAPL APPLE INC8.1K shares2.74%2025-12-312026-02-23 VXUS VANGUARD STAR FDS23.8K shares-13.97%2025-12-312026-02-23 VEU VANGUARD INTL EQUITY INDEX F24.2K shares-19.01%2025-12-312026-02-23 IVV ISHARES TR2.6K shares-21.20%2025-12-312026-02-23 ALPHABET INC ALPHABET INC5.3K shares1.48%2025-12-312026-02-23 MSFT MICROSOFT CORP3.6K shares4.73%2025-12-312026-02-23 NVDA NVIDIA CORPORATION7.6K shares13.50%2025-12-312026-02-23 COST COSTCO WHSL CORP NEW1.5K shares0.00%2025-12-312026-02-23 SCHE SCHWAB STRATEGIC TR38.1K shares43.80%2025-12-312026-02-23 AMZN AMAZON COM INC5.3K shares8.26%2025-12-312026-02-23 VGSH VANGUARD SCOTTSDALE FDS21.0K shares42.74%2025-12-312026-02-23 VMBS VANGUARD SCOTTSDALE FDS25.4K shares62.49%2025-12-312026-02-23 NFLX NETFLIX INC14.7K shares926.47%2025-12-312026-02-23 BNDX VANGUARD CHARLOTTE FDS24.2K shares3.75%2025-12-312026-02-23 CGHM CAPITAL GRP FIXED INCM ETF T41.4K shares-4.39%2025-12-312026-02-23 SPIB SPDR SERIES TRUST29.6K shares63.45%2025-12-312026-02-23 IJH ISHARES TR13.7K shares-22.71%2025-12-312026-02-23 CGMU CAPITAL GRP FIXED INCM ETF T31.8K shares-10.23%2025-12-312026-02-23 VONV VANGUARD SCOTTSDALE FDS8.1K shares50.66%2025-12-312026-02-23 TPL TEXAS PACIFIC LAND CORPORATI2.2K shares197.00%2025-12-312026-02-23 GROZ ZACKS TRUST24.9K shares105.98%2025-12-312026-02-23 IDXX IDEXX LABS INC1.1K shares-0.55%2025-12-312026-02-23 CGDV CAPITAL GROUP DIVIDEND VALUE16.0K shares-11.11%2025-12-312026-02-23 TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares0.00%2025-12-312026-02-23 PLTR PALANTIR TECHNOLOGIES INC4.5K shares8.85%2025-12-312026-02-23 CGDG CAPITAL GROUP DIVIDEND GROWE17.9K shares-9.16%2025-12-312026-02-23 BKLN INVESCO EXCH TRADED FD TR II31.0K shares-15.06%2025-12-312026-02-23 VCSH VANGUARD SCOTTSDALE FDS7.8K shares70.66%2025-12-312026-02-23 MA MASTERCARD INCORPORATED1.1K shares-0.35%2025-12-312026-02-23 ABBV ABBVIE INC2.7K shares16.27%2025-12-312026-02-23 SOXX ISHARES TR1.6K shares0.19%2025-12-312026-02-23 ALPHABET INC ALPHABET INC1.7K shares0.36%2025-12-312026-02-23 VUG VANGUARD INDEX FDS1.1K shares-1.85%2025-12-312026-02-23 SPSM SPDR SERIES TRUST10.8K shares-15.50%2025-12-312026-02-23 VTV VANGUARD INDEX FDS2.7K shares1.22%2025-12-312026-02-23 PDBC INVESCO ACTVELY MNGD ETC FD34.4K shares0.60%2025-12-312026-02-23 IXUS ISHARES TR5.4K shares-0.26%2025-12-312026-02-23 LNG CHENIERE ENERGY INC2.1K shares-0.89%2025-12-312026-02-23 SCHM SCHWAB STRATEGIC TR13.9K shares-5.37%2025-12-312026-02-23 BROADCOM INC BROADCOM INC1.2K shares33.76%2025-12-312026-02-23 CGGE CAPITAL GROUP GLOBAL EQUITY12.2K shares-4.93%2025-12-312026-02-23 SYK STRYKER CORPORATION938 shares-0.95%2025-12-312026-02-23 CVX CHEVRON CORP NEW1.9K shares4.35%2025-12-312026-02-23 META META PLATFORMS INC464 shares37.69%2025-12-312026-02-23 WAB WABTEC1.5K shares-1.23%2025-12-312026-02-23 NDSN NORDSON CORP1.2K shares-1.30%2025-12-312026-02-23 LLY ELI LILLY & CO312 shares6.12%2025-12-312026-02-23 AMAT APPLIED MATLS INC986 shares-4.46%2025-12-312026-02-23 SBUX STARBUCKS CORP3.3K shares-1.97%2025-12-312026-02-23 ISRG INTUITIVE SURGICAL INC594 shares8.00%2025-12-312026-02-23 XBI SPDR SERIES TRUST2.3K shares-0.98%2025-12-312026-02-23 FLOT ISHARES TR5.5K shares-29.37%2025-12-312026-02-23 XYL XYLEM INC1.9K shares0.11%2025-12-312026-02-23 WMT WALMART INC2.0K shares3.28%2025-12-312026-02-23 CSX CSX CORP6.2K shares-2.03%2025-12-312026-02-23 JPM JPMORGAN CHASE & CO.722 shares4.94%2025-12-312026-02-23 BBSI BARRETT BUSINESS SVCS INC5.7K shares-0.07%2025-12-312026-02-23 CGUS CAPITAL GROUP CORE EQUITY ET5.3K shares-4.49%2025-12-312026-02-23 CGCV CAPITAL GROUP CONSERVATIVE E6.9K shares-4.47%2025-12-312026-02-23 HYLB DBX ETF TR5.7K sharesnew addition2025-12-312026-02-23 SCHD SCHWAB STRATEGIC TR6.8K sharesnew addition2025-12-312026-02-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available