13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002032544
Total reported value
$251.7M
$251.7M
105 檔
34.0%
The Q1 2026 SEC filing reveals that Christensen, King & Associates Investment Services, Inc. held a total portfolio value of $251.7M, covering 105 public equity positions.
In Q1 2026, Christensen, King & Associates Investment Services, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.64% | +0.72% | +0.65% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.62% | +0.23% | -0.07% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.56% | -0.45% | +0.03% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.44% | -0.44% | +2.98% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.43% | +0.20% | -0.25% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.19% | +0.64% | -0.40% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.18% | +0.12% | -0.03% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.72% | +0.35% | +0.42% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.70% | +0.09% | +0.00% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.16% | +1.05% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.37% | -0.23% | +3.35% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.90% | -0.17% | -0.79% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.89% | -0.18% | +4.65% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.78% | +0.03% | -0.05% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.77% | -0.18% | +0.93% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.74% | +0.06% | +4.83% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.57% | -0.13% | +1.05% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | +0.09% | -0.92% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.06% | -0.13% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.07% | -0.90% | -0.72% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.08% | +3.19% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.19% | -2.17% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.03% | -0.08% | +0.53% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.06% | — | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.84% | -0.04% | -1.18% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.78% | -0.09% | +1.97% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.76% | -0.06% | +0.91% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | -0.07% | +6.45% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.04% | -6.45% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | +0.02% | +8.32% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.13% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.05% | +4.26% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.04% | -0.40% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.03% | -0.85% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.04% | +16.54% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.02% | +5.96% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.09% | — | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.44% | -0.04% | +4.86% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-Other | 0.44% | — | +0.05% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.43% | +0.03% | +3.90% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.39% | -0.03% | -3.84% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.02% | — | |
| 43 | VPU | Vanguard Utilities ETF | ETF-Other | 0.35% | -0.03% | +8.90% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.35% | +0.05% | -10.94% | |
| 45 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.33% | -0.03% | +8.02% | |
| 46 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.32% | — | -0.67% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.31% | +0.02% | +6.86% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.08% | +13.65% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-Other | 0.31% | -0.03% | -2.23% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.30% | -0.02% | +10.34% |
According to official SEC Form 13F filings, Christensen, King & Associates Investment Services, Inc. reported a total U.S. public equity portfolio value of $251.7M across 105 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHB, SCHD) accounted for 34.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMAT
市值: $233.5K
Top Position Liquidated / Trimmed
SPY
前期市值: $253.5K
During Q1 2026, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (12.6%)、SCHB (6.6%)、SCHD (6.6%). The largest single position, SCHX, represented 12.6% of total portfolio value.
In Q1 2026, Christensen, King & Associates Investment Services, Inc. made 92 total portfolio adjustments, initiating 2 new buys, adding to 51 positions, trimming 36 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.