DOSSIER · 13F-HR · Q1 2026

CONTINENTAL INVESTORS SERVICES, INC.

$106M in tracked AUM across 81 positions as of Q1 2026.

CI
CIK 0000883634 · last filed Mar 31, 2026
Total AUM
$106M
as of Q1 2026
Holdings
81
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$106M 36.5%
81 positionsView →
2025Q4Dec 31
$78M 105.0%
72 positionsView →
2025Q3Sep 30
$38M 32.0%
43 positionsView →
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
2023Q2Jun 30
$84M 139.1%
64 positionsLocked
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