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Continental Investors Services, Inc. Top Holdings and 13F Report (2025)

About Continental Investors Services, Inc.

Investment Activity

  • Continental Investors Services, Inc. has $50.43 million in total holdings as of December 31, 2024.
  • Continental Investors Services, Inc. owns shares of 62 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 5.28% of the portfolio was purchased this quarter.
  • About 5.07% of the portfolio was sold this quarter.
  • This quarter, Continental Investors Services, Inc. has purchased 64 new stocks and bought additional shares in 37 stocks.
  • Continental Investors Services, Inc. sold shares of 14 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

PALANTIR TECHNOLOGIES INC
$294,579 Holding
Dolby Laboratories
$210,361 Holding
Global Payments
$207,652 Holding

Largest Purchases this Quarter

Zacks Earnings Consistent Portfolio ETF
11,396 shares (about $350.77K)
Vanguard Russell 1000 Value
160 shares (about $318.34K)
PALANTIR TECHNOLOGIES INC
3,895 shares (about $294.58K)
Schwab U.S. Mid-Cap ETF
8,771 shares (about $243.05K)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
1,358 shares (about $220.09K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
299 shares (about $176.02K)
Tesla
367 shares (about $148.21K)
Texas Pacific Land
117 shares (about $129.43K)
Capital Group Municipal Income ETF
3,170 shares (about $85.34K)
Capital Group Dividend Value ETF
2,004 shares (about $70.66K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofContinental Investors Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Tesla, Inc. stock logo
TSLA
Tesla
$4,413,164$148,209 -3.2%10,9288.8%Auto/Tires/Trucks
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,996,995$39,141 1.3%30,9345.9%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,964,743$113,895 4.0%10,2305.9%ETF
ZECP
Zacks Earnings Consistent Portfolio ETF
$2,559,978$350,770 15.9%83,1705.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,294,874$26,179 1.2%39,9734.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,267,021$176,016 -7.2%3,8514.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,063,170$84,782 4.3%28,6914.1%ETF
Apple Inc. stock logo
AAPL
Apple
$1,768,864$4,006 0.2%7,0643.5%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,578,669$81,736 5.5%26,7893.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,376,831$1,832 0.1%1,5032.7%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$1,265,236$8,008 0.6%3,0022.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,220,2170.0%1,3692.4%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,190,792$60,088 -4.8%19,1042.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$1,114,610$25,065 2.3%22,7242.2%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$978,569$85,336 -8.0%36,3511.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$928,771$50,767 5.8%2,0491.8%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$893,688$28,201 -3.1%6,6551.8%Computer and Technology
ZACKS TRUST
$872,848$133,183 18.0%26,0251.7%SMALL/MID CAP
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$869,443$27,204 3.2%3,9631.7%Retail/Wholesale
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$849,599$129,431 -13.2%7681.7%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$824,062$14,198 1.8%4,3531.6%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$791,658$70,661 -8.2%22,4521.6%ETF
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$736,227$18,963 2.6%34,9421.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$628,066$46,709 8.0%8,8881.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$600,847$14,419 -2.3%13,3761.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$553,727$15,264 2.8%1,0521.1%Business Services
CAPITAL GROUP DIVIDEND GROWE
$507,378$44,697 -8.1%17,1181.0%SHS ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$496,060$1,641 -0.3%1,2091.0%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$484,831$13,673 2.9%8,4041.0%ETF
CHENIERE ENERGY INC
$473,704$3,008 -0.6%2,2050.9%COM NEW
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$459,0430.0%6,3430.9%Transportation
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$457,258$17,541 4.0%1,9030.9%ETF
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$451,8900.0%1,0930.9%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$415,239$33,009 -7.4%2,4530.8%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$407,6190.0%2,0640.8%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$407,600$6,462 1.6%8,0110.8%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$393,172$21,238 5.7%30,4540.8%Manufacturing
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$389,631$17,527 4.7%5,8910.8%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$377,917$11,371 3.1%2,1270.7%Medical
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$377,641$243,050 180.6%13,6280.7%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$338,718$646 0.2%1,5720.7%ETF
Stryker Co. stock logo
SYK
Stryker
$329,991$360 0.1%9170.7%Medical
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$318,338$318,338 New Holding1600.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$301,281$2,666 0.9%1,5820.6%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$298,488$1,734 0.6%3,2710.6%Retail/Wholesale
PALANTIR TECHNOLOGIES INC
$294,579$294,579 New Holding3,8950.6%CL A
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$284,487$7,157 -2.5%4770.6%Finance
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$283,259$2,196 -0.8%2,9670.6%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$282,325$22,388 8.6%10,5930.6%ETF
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$277,381$190 0.1%1,4630.6%Transportation
Nordson Co. stock logo
NDSN
Nordson
$256,6550.0%1,2270.5%Industrial Products
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$256,218$407 0.2%5,6680.5%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$253,6730.0%4860.5%Medical
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$252,170$478 0.2%5,8050.5%Business Services
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$220,088$220,088 New Holding1,3580.4%ETF
Chevron Co. stock logo
CVX
Chevron
$219,387$4,779 2.2%1,5150.4%Oils/Energy
Xylem Inc. stock logo
XYL
Xylem
$215,980$1,740 0.8%1,8620.4%Business Services
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$211,692$706 0.3%6,5930.4%ETF
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$210,606$90 0.0%2,3390.4%ETF
Dolby Laboratories, Inc. stock logo
DLB
Dolby Laboratories
$210,361$210,361 New Holding2,6930.4%Consumer Discretionary
Global Payments Inc. stock logo
GPN
Global Payments
$207,652$207,652 New Holding1,8530.4%Business Services
CSX Co. stock logo
CSX
CSX
$203,280$710 0.4%6,2990.4%Transportation
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$0$414,309 -100.0%00.0%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$259,976 -100.0%00.0%Medical
ASML Holding stock logo
ASML
ASML
$0$232,725 -100.0%00.0%Computer and Technology
Align Technology, Inc. stock logo
ALGN
Align Technology
$0$219,343 -100.0%00.0%Medical
CAPITAL GRP FIXED INCM ETF T
$0$219,237 -100.0%00.0%SHORT DURATION M
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$0$205,945 -100.0%00.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$0$201,970 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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