Continental Investors Services, Inc. Portfolio Holdings

Continental Investors Services, Inc.

  • $47.4 Million
  • Q1 2025

Continental Investors Services, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $47.4 Million distributed in 62 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 $3.17M, Zacks Tr Earnings Constant Por with a value of $3.17M, Tesla, Inc. with a value of $2.64M, Vanguard Total Stock Market Et with a value of $2.56M, and Vanguard Ftse All World Ex Us with a value of $2.31M.

Examining the 13F form we can see an increase of $218K in the current position value, from $47.2M to 47.4M.

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 $47.4 Million
ETFs: $28.8 Million
Technology: $4.41 Million
Consumer Cyclical: $3.8 Million
Communication Services: $2.31 Million
Financial Services: $1.9 Million
Energy: $1.79 Million
Healthcare: $1.76 Million
Consumer Defensive: $1.43 Million
Other: $1.19 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $47.4 Million
  • Prior Value $47.2 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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