CONTINENTAL INVESTORS SERVICES, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 23, 2026, for the 2025 Q4 period, CONTINENTAL INVESTORS SERVICES, INC. held in its portfolio 69 assets valued at $77,540,213 (i.e. $77.54M).
The most valuable assets in the portfolio included: ZACKS TRUST ($9.67M), ISHARES TR ($4.74M), and TESLA INC ($3.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CONTINENTAL INVESTORS SERVICES, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ZACKS TRUST | 265185 | 9666469 | EARNGS CONSTANT |
| ISHARES TR | 46621 | 4739667 | CORE US AGGBD ET |
| TESLA INC | 8973 | 3864221 | COM |
| ZACKS TRUST | 94767 | 3755836 | SMALL/MID CAP |
| ZACKS TRUST | 123452 | 3579513 | QUALITY INTERNAT |
| VANGUARD INDEX FDS | 8879 | 3023961 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 31119 | 2309969 | TOTAL BND MRKT |
| SPDR SERIES TRUST | 45584 | 2135343 | STATE STREET SPD |
| APPLE INC | 8057 | 2095035 | COM |
| VANGUARD STAR FDS | 23755 | 1892335 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 24179 | 1879468 | ALLWRLD EX US |
| ISHARES TR | 2610 | 1813821 | CORE S&P500 ETF |
| ALPHABET INC | 5275 | 1784788 | CAP STK CL A |
| MICROSOFT CORP | 3586 | 1545905 | COM |
| NVIDIA CORPORATION | 7624 | 1464677 | COM |
| COSTCO WHSL CORP NEW | 1518 | 1427502 | COM |
| SCHWAB STRATEGIC TR | 38106 | 1351849 | EMRG MKTEQ ETF |
| AMAZON COM INC | 5324 | 1276666 | COM |
| VANGUARD SCOTTSDALE FDS | 20983 | 1261292 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 25390 | 1231330 | MTG-BKD SECS ETF |
| NETFLIX INC | 14699 | 1227720 | COM |
| VANGUARD CHARLOTTE FDS | 24176 | 1174228 | TOTAL INT BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 2359 | 1133570 | CL B NEW |
| CAPITAL GRP FIXED INCM ETF T | 41428 | 1049944 | MUNICIPAL HIGH I |
| ISHARES TR | 13692 | 940253 | CORE S&P MCP ETF |
| CAPITAL GRP FIXED INCM ETF T | 31832 | 871859 | MUNICIPAL INCOME |
| VANGUARD SCOTTSDALE FDS | 8107 | 806854 | VNG RUS1000VAL |
| TEXAS PACIFIC LAND CORPORATI | 2180 | 759318 | COM |
| ZACKS TRUST | 24921 | 756457 | FOCUS GROWTH ETF |
| IDEXX LABS INC | 1077 | 722085 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 16015 | 713702 | SHS CREATION UNI |
| TAIWAN SEMICONDUCTOR MFG LTD | 2064 | 682276 | SPONSORED ADS |
| PALANTIR TECHNOLOGIES INC | 4489 | 658629 | CL A |
| CAPITAL GROUP DIVIDEND GROWE | 17911 | 648870 | SHS ETF |
| INVESCO EXCH TRADED FD TR II | 31012 | 643190 | SR LN ETF |
| VANGUARD SCOTTSDALE FDS | 7753 | 638043 | SHRT TRM CORP BD |
| MASTERCARD INCORPORATED | 1149 | 619872 | CL A |
| ABBVIE INC | 2715 | 606017 | COM |
| ISHARES TR | 1621 | 561303 | ISHARES SEMICDTR |
| ALPHABET INC | 1655 | 560109 | CAP STK CL C |
| VANGUARD INDEX FDS | 1114 | 536539 | GROWTH ETF |
| VANGUARD INDEX FDS | 2653 | 529983 | VALUE ETF |
| INVESCO ACTVELY MNGD ETC FD | 34387 | 504599 | OPTIMUM YIELD |
| ISHARES TR | 5442 | 486569 | CORE MSCI TOTAL |
| CANADIAN PACIFIC KANSAS CITY | 6292 | 467747 | COM |
| CHENIERE ENERGY INC | 2120 | 448366 | COM NEW |
| SCHWAB STRATEGIC TR | 13864 | 438371 | US MID-CAP ETF |
| BROADCOM INC | 1240 | 412101 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 12160 | 392438 | SHS |
| STRYKER CORPORATION | 938 | 346667 | COM |
| CHEVRON CORP NEW | 1872 | 334364 | COM |
| META PLATFORMS INC | 464 | 334047 | CL A |
| WABTEC | 1451 | 334015 | COM |
| NORDSON CORP | 1214 | 333291 | COM |
| ELI LILLY & CO | 312 | 324184 | COM |
| APPLIED MATLS INC | 986 | 317739 | COM |
| STARBUCKS CORP | 3332 | 306409 | COM |
| INTUITIVE SURGICAL INC | 594 | 300011 | COM NEW |
| ISHARES TR | 5464 | 278883 | FLTG RATE NT ETF |
| XYLEM INC | 1856 | 255820 | COM |
| WALMART INC | 2045 | 244005 | COM |
| CSX CORP | 6192 | 233803 | COM |
| VANGUARD INDEX FDS | 353 | 224839 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 722 | 224728 | COM |
| BARRETT BUSINESS SVCS INC | 5717 | 217250 | COM |
| CAPITAL GROUP CORE EQUITY ET | 5270 | 214291 | SHS CREATION UNI |
| CAPITAL GROUP CONSERVATIVE E | 6921 | 213682 | SHS |
| DBX ETF TR | 5654 | 209481 | XTRACK USD HIGH |
| SCHWAB STRATEGIC TR | 6775 | 202045 | US DIVIDEND EQ |
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