CI
| |
CONTINENTAL INVESTORS SERVICES, INC.13F | |
| CONTINENTAL INVESTORS SERVICES, INC. | |
| Last update 2025-05-15 | 62 Stocks (3 new) |
| Value $50.00 Mil | Turnover 8 % |
CONTINENTAL INVESTORS SERVICES... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 32,093 | 3,172.9 | +3.75% | 6.300 | +0.23% | 0.000 | +2.12% | +3.52% | 128,191.3 | ||
ZECP |
Zacks Earnings Consistent Portfolio ETF
Zacks Earnings Consistent Portfolio ETF
| 105,256 | 3,160.6 | +26.56% | 6.280 | +1.32% | 1.440 | +14.99% | +5.93% | 254.1 | ||
TSLA | Tesla Inc | 10,173 | 2,636.4 | -6.91% | 5.240 | -0.60% | 0.000 | +44.39% | -18.66% | 1,058,051.9 | Vehicles & Parts | |
VTI | Vanguard Total Stock Market ETF | 9,310 | 2,544.7 | -8.99% | 5.050 | -0.53% | 0.000 | +22.87% | +7.47% | 473,883.1 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 38,118 | 2,312.3 | -4.64% | 4.590 | -0.21% | 0.010 | +14.20% | +18.90% | 44,411.9 | ||
BND | Vanguard Total Bond Market ETF | 30,791 | 2,261.6 | +7.32% | 4.490 | +0.31% | 0.000 | +2.11% | +3.57% | 127,810.9 | ||
IVV | iShares Core S&P 500 ETF | 3,842 | 2,158.9 | -0.23% | 4.290 | -0.01% | 0.000 | +22.72% | +7.98% | 636,566.3 | ||
VXUS | Vanguard Total International Stock | 28,225 | 1,749.0 | +5.36% | 3.470 | +0.18% | 0.000 | +14.62% | +19.20% | 92,450.3 | ||
AAPL | Apple Inc | 7,609 | 1,690.2 | +7.72% | 3.360 | +0.24% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
COST | Costco Wholesale Corp | 1,516 | 1,434.1 | +0.86% | 2.850 | +0.02% | 0.000 | -0.94% | +3.66% | 420,221.1 | Retail - Defensive |
CONTINENTAL INVESTORS SERVICES, INC.'s Historical Top Holdings Breakdowns
CONTINENTAL INVESTORS SERVICES, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZECP |
Zacks Earnings Consistent Portfolio ETF
Zacks Earnings Consistent Portfolio ETF
| 2025-03-31 | Add Add | +1.32% | 29.24 ($30.95) 32.07 | $32.25 | 4.21% | Add 26.56% | 105,256 | 22,086 | |
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 2025-03-31 | Add Add | +0.61% | 80.21 ($83.64) 86.14 | $85.95 | 2.76% | Add 2988.75% | 4,942 | 4,782 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.60% | 222.15 ($333.26) 428.22 | $328.49 | -1.43% | Reduce -6.91% | 10,173 | -755 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.53% | 271.18 ($290.53) 303.12 | $309.44 | 6.51% | Reduce -8.99% | 9,310 | -920 | |
SMIZ | Zacks Small/Mid Cap ETF | 2025-03-31 | Add Add | +0.51% | 29.58 ($32.64) 34.81 | $34.28 | 5.02% | Add 32.43% | 34,466 | 8,441 | |
LLY | Eli Lilly and Co | 2025-03-31 | New Buy New Buy | +0.44% | 725.72 ($832.09) 929.72 | $762.18 | -8.40% | New holding | 269 | 269 | |
GROZ | Zacks Focus Growth ETF | 2025-03-31 | New Buy New Buy | +0.44% | 22.01 ($24.35) 25.93 | $27.12 | 11.36% | New holding | 6,005 | 6,005 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Sold Out Sold Out | -0.42% | 81.1 ($89.38) 94.7 | $85.87 | -3.93% | Sold Out | 0 | -2,339 | |
GPN | Global Payments Inc | 2025-03-31 | Sold Out Sold Out | -0.41% | 92.18 ($104.64) 113.03 | $81.15 | -22.45% | Sold Out | 0 | -1,853 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | New Buy New Buy | +0.40% | 27.01 ($27.88) 28.54 | $26.95 | -3.34% | New holding | 7,231 | 7,231 |
CONTINENTAL INVESTORS SERVICES, INC. Total Holding History ($B)
CONTINENTAL INVESTORS SERVICES, INC.'s Asset Allocation
CONTINENTAL INVESTORS SERVICES, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CONTINENTAL INVESTORS SERVICES, INC.'s Hypothetical Growth since 2025-03-31
CONTINENTAL INVESTORS SERVICES, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CONTINENTAL INVESTORS SERVICES, INC.'s Holdings Heat Map
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CONTINENTAL INVESTORS SERVICES, INC.'s Holdings Bubble Chart
CONTINENTAL INVESTORS SERVICES, INC. News
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