Continental Investors Services, Inc. Portfolio Holdings

Continental Investors Services, Inc.

  • $43.7 Million
  • Q2 2024

Continental Investors Services, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $43.7 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $2.89M, Vanguard Total Stock Market Et with a value of $2.68M, Vanguard Ftse All World Ex Us with a value of $2.48M, Ishares Core S&P 500 ETF with a value of $2.4M, and Tesla, Inc. with a value of $2.23M.

Examining the 13F form we can see an increase of $2.36M in the current position value, from $41.4M to 43.7M.

Continental Investors Services, Inc. is based out at Longview, WA

Below you can find more details about Continental Investors Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $43.7 Million
ETFs: $26.9 Million
Technology: $4.58 Million
Consumer Cyclical: $3.3 Million
Communication Services: $2 Million
Healthcare: $1.94 Million
Financial Services: $1.29 Million
Energy: $1.28 Million
Consumer Defensive: $1.27 Million
Other: $1.18 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.5B
$532,000 1.22% of portfolio
1,093
Q3 2023 Reduced 50.0%
$46.1B
$390,000 0.89% of portfolio
2,234
Q2 2024 Reduced 0.62%
$134B
$310,000 0.71% of portfolio
913
Q2 2024 Added 0.77%
$14.9B
$283,000 0.65% of portfolio
1,223
Q2 2024 Added 0.33%
$173B
$249,000 0.57% of portfolio
1,057
Q2 2024 Added 6.55%
$24.2B
$249,000 0.57% of portfolio
1,842
Q2 2024 Added 1.04%
$112B
$251,000 0.57% of portfolio
3,232
Q2 2024 Reduced 12.81%
$33B
$230,000 0.53% of portfolio
1,460
Q2 2024 Added 0.14%
$172B
$217,000 0.5% of portfolio
489
Q2 2024 New
$18.6B
$215,000 0.49% of portfolio
894
Q3 2023 Reduced 50.0%
$71.8B
$209,000 0.48% of portfolio
6,255
Q2 2024 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $43.7 Million
  • Prior Value $41.4 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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