DOSSIER · 13F-HR · Q2 2026

CONTINENTAL INVESTORS SERVICES, INC.

$128M in tracked AUM across 81 positions as of Q2 2026.

CI
CIK 0000883634 · last filed Jun 30, 2026
Total AUM
$128M
as of Q2 2026
Holdings
81
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CONTINENTAL INVESTORS SERVICES, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ZECP
ZACKS TRUST
$23M591K17.9%
02
QUIZ
ZACKS TRUST
$11M369K8.6%
03
SMIZ
ZACKS TRUST
$11M244K8.3%
04
AGG
ISHARES TR
$11M107K8.2%
05
GROZ
ZACKS TRUST
$6M175K4.5%
06
TSLA
TESLA INC
$3M9K2.4%
07
AAPL
APPLE INC
$3M10K2.3%
08
SPIB
SPDR SERIES TRUST
$3M88K2.3%
09
NVDA
NVIDIA CORPORATION
$3M13K2.2%
10
VMBS
VANGUARD SCOTTSDALE FDS
$3M58K2.1%

Filing history

2026Q2Jun 30
$128M▲ 20.6%
81 positionsView →
2026Q1Mar 31
$106M▲ 36.5%
81 positionsView →
2025Q4Dec 31
$78M▲ 105.0%
72 positionsView →
2025Q3Sep 30
$38M▼ 32.0%
43 positionsLocked
2025Q2Jun 30
$56M▲ 10.5%
62 positionsLocked
2025Q1Mar 31
$50M▼ 0.1%
62 positionsLocked
2024Q4Dec 31
$50M▲ 3.6%
62 positionsLocked
2024Q3Sep 30
$49M▲ 8.4%
64 positionsLocked
2024Q2Jun 30
$45M▲ 6.4%
61 positionsLocked
2024Q1Mar 31
$42M▲ 9.7%
59 positionsLocked
2023Q4Dec 31
$38M▲ 16.6%
54 positionsLocked
2023Q3Sep 30
$33M▼ 60.9%
44 positionsLocked
Showing 12 of 19