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 $67.4M. In the most recent quarter, they have increased their positions in QUIZ (+68.3K shares, valued at $1.8M), ZECP (+49.0K shares, valued at $1.7M), CGHM (+43.3K shares, valued at $1.1M); decreased their positions in IEFA (-9.5K shares, valued at $836.9K), VEU (-5.7K shares, valued at $414.9K), IVV (-550 shares, valued at $367.2K); initiated new positions in QUIZ (+68.3K shares, valued at $1.8M), CGHM (+43.3K shares, valued at $1.1M), CGGE (+12.8K shares, valued at $396.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ZECP ZACKS TRUST170.8K shares40.28%2025-09-302025-11-06
AGG ISHARES TR41.7K shares20.62%2025-09-302025-11-06 TSLA TESLA INC8.9K shares-3.09%2025-09-302025-11-06 VTI VANGUARD INDEX FDS9.2K shares-0.31%2025-09-302025-11-06 IVV ISHARES TR3.3K shares-14.24%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS29.4K shares-0.66%2025-09-302025-11-06 VEU VANGUARD INTL EQUITY INDEX F29.9K shares-16.14%2025-09-302025-11-06 SMIZ ZACKS TRUST58.0K shares40.28%2025-09-302025-11-06 VXUS VANGUARD STAR FDS27.6K shares-1.14%2025-09-302025-11-06 AAPL APPLE INC7.8K shares1.51%2025-09-302025-11-06 MSFT MICROSOFT CORP3.4K shares1.12%2025-09-302025-11-06 QUIZ ZACKS TRUST68.3K sharesnew addition2025-09-302025-11-06 NFLX NETFLIX INC1.4K shares1.13%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW1.5K shares0.53%2025-09-302025-11-06 GOOGL ALPHABET INC5.2K shares4.76%2025-09-302025-11-06 NVDA NVIDIA CORPORATION6.7K shares-10.63%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares1.29%2025-09-302025-11-06 BNDX VANGUARD CHARLOTTE FDS23.3K shares-0.19%2025-09-302025-11-06 IJH ISHARES TR17.7K shares-11.25%2025-09-302025-11-06 CGHM CAPITAL GRP FIXED INCM ETF T43.3K sharesnew addition2025-09-302025-11-06 AMZN AMAZON COM INC4.9K shares7.57%2025-09-302025-11-06 CGMU CAPITAL GRP FIXED INCM ETF T35.5K shares7.20%2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR26.5K shares80.16%2025-09-302025-11-06 VGSH VANGUARD SCOTTSDALE FDS14.7K shares55.36%2025-09-302025-11-06 BKLN INVESCO EXCH TRADED FD TR II36.5K shares0.34%2025-09-302025-11-06 CGDV CAPITAL GROUP DIVIDEND VALUE18.0K shares-5.98%2025-09-302025-11-06 VMBS VANGUARD SCOTTSDALE FDS15.6K shares88.88%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC4.1K shares0.15%2025-09-302025-11-06 TPL TEXAS PACIFIC LAND CORPORATI734 shares-1.61%2025-09-302025-11-06 IDXX IDEXX LABS INC1.1K shares-0.91%2025-09-302025-11-06 CGDG CAPITAL GROUP DIVIDEND GROWE19.7K shares33.93%2025-09-302025-11-06 MA MASTERCARD INCORPORATED1.2K shares-0.60%2025-09-302025-11-06 SPIB SPDR SERIES TRUST18.1K shares65.68%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares0.00%2025-09-302025-11-06 SPSM SPDR SERIES TRUST12.8K shares-12.77%2025-09-302025-11-06 VUG VANGUARD INDEX FDS1.1K shares-4.86%2025-09-302025-11-06 ABBV ABBVIE INC2.3K shares0.34%2025-09-302025-11-06 VTV VANGUARD INDEX FDS2.6K shares0.04%2025-09-302025-11-06 CP CANADIAN PACIFIC KANSAS CITY6.3K shares0.00%2025-09-302025-11-06 VONV VANGUARD SCOTTSDALE FDS5.4K shares30.89%2025-09-302025-11-06 LNG CHENIERE ENERGY INC2.1K shares-1.61%2025-09-302025-11-06 SOXX ISHARES TR1.6K shares9.18%2025-09-302025-11-06 IXUS ISHARES TR5.5K shares0.00%2025-09-302025-11-06 PDBC INVESCO ACTVELY MNGD ETC FD34.2K shares0.76%2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR14.7K shares-0.74%2025-09-302025-11-06 GOOG ALPHABET INC1.6K shares0.55%2025-09-302025-11-06 CGGE CAPITAL GROUP GLOBAL EQUITY12.8K sharesnew addition2025-09-302025-11-06 FLOT ISHARES TR7.7K shares0.34%2025-09-302025-11-06 JNK SPDR SERIES TRUST3.8K shares-8.24%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS4.5K sharesnew addition2025-09-302025-11-06 GROZ ZACKS TRUST12.1K shares-1.53%2025-09-302025-11-06 SYK STRYKER CORPORATION947 shares0.53%2025-09-302025-11-06 AVGO BROADCOM INC927 shares9.19%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR462 shares-5.71%2025-09-302025-11-06 SBUX STARBUCKS CORP3.4K shares0.03%2025-09-302025-11-06 NDSN NORDSON CORP1.2K shares0.74%2025-09-302025-11-06 WAB WABTEC1.5K shares0.14%2025-09-302025-11-06 IEFA ISHARES TR3.2K shares-74.82%2025-09-302025-11-06 CVX CHEVRON CORP NEW1.8K shares5.47%2025-09-302025-11-06 XYL XYLEM INC1.9K shares0.32%2025-09-302025-11-06 XBI SPDR SERIES TRUST2.3K sharesnew addition2025-09-302025-11-06 META META PLATFORMS INC337 shares22.10%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC550 shares4.96%2025-09-302025-11-06 LLY ELI LILLY & CO294 shares5.38%2025-09-302025-11-06 BBSI BARRETT BUSINESS SVCS INC5.7K shares-1.82%2025-09-302025-11-06 AMAT APPLIED MATLS INC1.0K sharesnew addition2025-09-302025-11-06 CSX CSX CORP6.3K shares0.19%2025-09-302025-11-06 CGCV CAPITAL GROUP CONSERVATIVE E7.2K sharesnew addition2025-09-302025-11-06 CGUS CAPITAL GROUP CORE EQUITY ET5.5K sharesnew addition2025-09-302025-11-06 VOO VANGUARD INDEX FDS354 sharesnew addition2025-09-302025-11-06 WMT WALMART INC2.0K sharesnew addition2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.688 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available