CONTINENTAL INVESTORS SERVICES, INC.

Est. AUM

$105.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ZACKS TRUST	EARNGS CONSTANT	$16.4M	447947	15.46%	SOLE
2	ZACKS TRUST	SMALL/MID CAP	$7.6M	179114	7.17%	SOLE
3	ZACKS TRUST	QUALITY INTERNAT	$7.5M	258680	7.12%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$6.9M	70105	6.56%	SOLE
5	TESLA INC	COM	$4.1M	9211	3.87%	SOLE
6	ZACKS TRUST	FOCUS GROWTH ETF	$3.3M	103260	3.09%	SOLE
7	APPLE INC	COM	$2.8M	9650	2.67%	SOLE
8	NVIDIA CORPORATION	COM	$2.4M	11148	2.31%	SOLE
9	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.2M	47145	2.09%	SOLE
10	ALPHABET INC	CAP STK CL A	$2.1M	5404	1.98%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.0M	34798	1.92%	SOLE
12	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.0M	24079	1.89%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$2.0M	2680	1.88%	SOLE
14	AMAZON COM INC	COM	$2.0M	7329	1.86%	SOLE
15	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.9M	51875	1.80%	SOLE
16	MICROSOFT CORP	COM	$1.9M	4604	1.80%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	56505	1.79%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	4632	1.59%	SOLE
19	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1627	1.54%	SOLE
20	ALPHABET INC	CAP STK CL C	$1.4M	3709	1.35%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2904	1.32%	SOLE
22	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.3M	13049	1.27%	SOLE
23	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	17804	1.23%	SOLE
24	NETFLIX INC.	COM	$1.3M	14778	1.19%	SOLE
25	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	14698	1.10%	SOLE
26	ISHARES TR	CORE S&P MCP ETF	$1.0M	13618	0.95%	SOLE
27	VANGUARD STAR FDS	VG TL INTL STK F	$972K	11410	0.92%	SOLE
28	ABBVIE INC	COM	$913K	4500	0.86%	SOLE
29	TEXAS PACIFIC LAND CORPORATI	COM	$868K	2156	0.82%	SOLE
30	ISHARES TR	ISHARES SEMICDTR	$864K	1622	0.82%	SOLE
31	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$835K	2064	0.79%	SOLE
32	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$696K	14506	0.66%	SOLE
33	BROADCOM INC	COM	$683K	1594	0.65%	SOLE
34	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$669K	26109	0.63%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$669K	4885	0.63%	SOLE
36	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$657K	35359	0.62%	SOLE
37	INVESCO EXCH TRADED FD TR II	SR LN ETF	$642K	31110	0.61%	SOLE
38	MASTERCARD INCORPORATED	CL A	$615K	1236	0.58%	SOLE
39	VANGUARD INDEX FDS	GROWTH ETF	$614K	7069	0.58%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$581K	10883	0.55%	SOLE
41	APPLIED MATLS INC	COM	$574K	1293	0.54%	SOLE
42	IDEXX LABS INC	COM	$573K	1077	0.54%	SOLE
43	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$562K	20518	0.53%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$553K	2654	0.52%	SOLE
45	CANADIAN PACIFIC KANSAS CITY	COM	$533K	6292	0.50%	SOLE
46	ISHARES TR	CORE MSCI TOTAL	$517K	5392	0.49%	SOLE
47	CHENIERE ENERGY INC	COM NEW	$505K	2100	0.48%	SOLE
48	SCHWAB STRATEGIC TR	US MID-CAP ETF	$481K	13815	0.45%	SOLE
49	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$476K	10038	0.45%	SOLE
50	META PLATFORMS INC	CL A	$441K	736	0.42%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.