Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CONTINENTAL INVESTORS SERVICES, INC. (CIK 883634) reported $105.8M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ZECP ($16.4M, 15.46%), SMIZ ($7.6M, 7.17%), CZOVX ($7.5M, 7.12%), AGG ($6.9M, 6.56%), TSLA ($4.1M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZECP | ZACKS TRUST | $16.4M | 15.46% | 447,947 | Added |
| 2 | SMIZ | ZACKS TRUST | $7.6M | 7.17% | 179,114 | Added |
| 3 | CZOVX | ZACKS TRUST | $7.5M | 7.12% | 258,680 | Added |
| 4 | AGG | ISHARES TR | $6.9M | 6.56% | 70,105 | Added |
| 5 | TSLA | TESLA INC | $4.1M | 3.87% | 9,211 | Added |
| 6 | GROZ | ZACKS TRUST | $3.3M | 3.09% | 103,260 | Added |
| 7 | AAPL | APPLE INC | $2.8M | 2.67% | 9,650 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $2.4M | 2.31% | 11,148 | Added |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | $2.2M | 2.09% | 47,145 | Added |
| 10 | GOOGL | ALPHABET INC | $2.1M | 1.98% | 5,404 | Added |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $2.0M | 1.92% | 34,798 | Added |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $2.0M | 1.89% | 24,079 | Trimmed |
| 13 | IVV | ISHARES TR | $2.0M | 1.88% | 2,680 | Added |
| 14 | AMZN | AMAZON COM INC | $2.0M | 1.86% | 7,329 | Added |
| 15 | SCHE | SCHWAB STRATEGIC TR | $1.9M | 1.80% | 51,875 | Added |
| 16 | MSFT | MICROSOFT CORP | $1.9M | 1.80% | 4,604 | Added |
| 17 | SPIB | SPDR SERIES TRUST | $1.9M | 1.79% | 56,505 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $1.7M | 1.59% | 4,632 | Trimmed |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 1.54% | 1,627 | Added |
| 20 | GOOG | ALPHABET INC | $1.4M | 1.36% | 3,709 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.32% | 2,904 | Added |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | $1.3M | 1.27% | 13,049 | Added |
| 23 | BND | VANGUARD BD INDEX FDS | $1.3M | 1.23% | 17,804 | Trimmed |
| 24 | NFLX | NETFLIX INC. | $1.3M | 1.19% | 14,778 | Added |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $1.2M | 1.10% | 14,698 | Added |
Source: SEC Form 13F filings · as of 2026-03-31