Continental Investors Services, Inc. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $41.4 Million distributed in 59 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 $2.77M, Vanguard Total Stock Market Et with a value of $2.72M, Vanguard Ftse All World Ex Us with a value of $2.64M, Ishares Core S&P 500 ETF with a value of $2.48M, and Vanguard Bd Index Fd Inc Total with a value of $2.12M.

Examining the 13F form we can see an increase of $8.83M in the current position value, from $32.5M to 41.4M.

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 $41.4 Million
ETFs: $25.7 Million
Technology: $4.09 Million
Consumer Cyclical: $3.02 Million
Healthcare: $1.86 Million
Communication Services: $1.67 Million
Industrials: $1.47 Million
Financial Services: $1.35 Million
Energy: $1.12 Million
Other: $1.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $41.4 Million
  • Prior Value $32.5 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 15 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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