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Filers›Asset Manager›CONTINENTAL INVESTORS SERVICES, INC.
DOSSIER · 13F-HR · Q1 2026

CONTINENTAL INVESTORS SERVICES, INC.

CONTINENTAL INVESTORS SERVICES's asset manager based in Chicago, IL — $106M in tracked AUM across 81 positions as of Q1 2026.

CI
CONTINENTAL INVESTORS SERVICES·Chicago, IL·Asset Manager
CIK 0000883634 · last filed Mar 31, 2026
Total AUM
$106M
▲ 15.5%
vs prior
Holdings
81
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CONTINENTAL INVESTORS SERVICES, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ZECP
ZACKS TRUST
$16M448K15.5%
02
SMIZ
ZACKS TRUST
$8M179K7.2%
03
QUIZ
ZACKS TRUST
$8M259K7.1%
04
AGG
ISHARES TR
$7M70K6.6%
05
TSLA
TESLA INC
$4M9K3.9%
06
GROZ
ZACKS TRUST
$3M103K3.1%
07
AAPL
APPLE INC
$3M10K2.7%
08
NVDA
NVIDIA CORPORATION
$2M11K2.3%
09
VMBS
VANGUARD SCOTTSDALE FDS
$2M47K2.1%
10
GOOGL
ALPHABET INC
$2M5K2.0%

Filing history

Filing history loading…
AI Agent · grounded in CONTINENTAL
haiku-4-5 · 81 positions indexed
Sector mix
  • Financials52%
  • Health Care20%
  • Cons. Disc.4%
  • Communications19%
  • Energy6%
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