Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

CONTINENTAL INVESTORS SERVICES, INC. (CIK 883634) reported $127.6M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ZECP ($22.9M, 17.93%), QUIZ ($11.0M, 8.60%), SMIZ ($10.6M, 8.30%), AGG ($10.5M, 8.25%), GROZ ($5.8M, 4.55%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ZECPZACKS TRUST$22.9M17.93%591,061Added
2QUIZZACKS TRUST$11.0M8.60%369,356Added
3SMIZZACKS TRUST$10.6M8.30%244,244Added
4AGGISHARES TR$10.5M8.25%107,489Added
5GROZZACKS TRUST$5.8M4.55%175,207Added
6TSLATESLA INC$3.0M2.37%9,392Added
7AAPLAPPLE INC$3.0M2.33%9,563Trimmed
8SPIBSPDR SERIES TRUST$2.9M2.29%88,104Added
9NVDANVIDIA CORPORATION$2.7M2.15%12,532Added
10VMBSVANGUARD SCOTTSDALE FDS$2.7M2.10%57,907Added
11SCHESCHWAB STRATEGIC TR$2.7M2.10%72,632Added
12VGSHVANGUARD SCOTTSDALE FDS$2.6M2.07%45,558Added
13MSFTMICROSOFT CORP$2.3M1.77%4,603Trimmed
14AMZNAMAZON COM INC$2.2M1.75%8,188Added
15VEUVANGUARD INTL EQUITY INDEX F$2.2M1.69%25,518Added
16IVVISHARES TR$2.1M1.61%2,662Trimmed
17GOOGLALPHABET INC$2.0M1.56%5,488Added
18VCSHVANGUARD SCOTTSDALE FDS$1.8M1.39%22,495Added
19ZINCZACKS TRUST$1.6M1.22%58,856New
20COSTCOSTCO WHOLESALE CORPORATION$1.5M1.21%1,640Added
21BRKBBERKSHIRE HATHAWAY INC DEL$1.5M1.20%2,953Added
22GOOGALPHABET INC$1.4M1.08%3,818Added
23ABBVABBVIE INC$1.2M0.91%4,727Added
24IJHISHARES TR$1.1M0.84%13,877Added
25NFLXNETFLIX INC.$1.0M0.79%13,617Trimmed

Source: SEC Form 13F filings · as of 2026-06-30