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CIK: 0000883634
Total reported value
$127.6M
$127.6M
62 檔
11.9%
In Q4 2024, Continental Investors Services, Inc.'s U.S. equity holdings reached a combined market value of $127.6M, distributed across 62 disclosed stock positions.
In Q4 2024, Continental Investors Services, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 8.75% | -1.50% | -3.25% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.94% | +1.69% | +1.32% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.88% | -0.86% | +4.00% | |
| 4 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 5.08% | +2.47% | +15.88% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.55% | -0.20% | +1.15% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.50% | -0.27% | -7.20% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.09% | -0.68% | +4.29% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.51% | -0.34% | +0.23% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.13% | -0.64% | +5.46% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.73% | -0.33% | +0.13% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.03% | +0.64% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.42% | -0.40% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.36% | -0.11% | -4.80% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.21% | -0.34% | +2.30% | |
| 15 | CGMU | Cap Group Municipal Income | ETF-Other | 1.94% | -0.53% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.12% | +5.78% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | -0.16% | -3.06% | |
| 18 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 1.73% | +1.13% | +18.01% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.11% | +3.23% | |
| 20 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.68% | -0.18% | -13.22% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | -0.42% | +1.75% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 1.57% | -0.45% | EXIT | |
| 23 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.46% | -0.06% | +2.64% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.25% | — | +8.03% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.19% | -0.06% | -2.34% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.03% | +2.83% | |
| 27 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.01% | -0.40% | EXIT | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.98% | -0.14% | -0.33% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.96% | +0.15% | +2.90% | |
| 30 | LNG | Cheniere Energy Inc | Stock-Energy | 0.94% | -0.06% | -0.63% | |
| 31 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.91% | -0.05% | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | — | +3.99% | |
| 33 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.90% | -0.05% | — | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | -0.08% | -7.36% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | -0.18% | — | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.81% | -0.04% | +1.61% | |
| 37 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.78% | +0.02% | +5.71% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.77% | -0.09% | +4.71% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.05% | +3.10% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.75% | -0.06% | +180.58% | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.67% | -0.13% | +0.19% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.65% | — | +0.11% | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.63% | -1.27% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.28% | +0.89% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.59% | -0.05% | +0.58% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | +0.04% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | -2.45% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.56% | -0.03% | -0.77% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.56% | +0.30% | +8.61% | |
| 50 | WAB | Wabtec CORP | Stock-Industrials | 0.55% | -0.03% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.8% | -3.25% | Trim |
| 2 | VONV | Vanguard Russell 1000 Value | +0.6% | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | NEW | New buy |
| 4 | ZECP | Zacks Earnings Consistent Po | +0.6% | +15.88% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | NEW | New buy |
| 6 | NFLX | Netflix Inc | +0.4% | — | Unchanged |
| 7 | DLB | Dolby Laboratories Inc-cl A | +0.4% | NEW | New buy |
| 8 | GPN | Global Payments Inc | +0.4% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.3% | +3.23% | Add |
| 10 | SMIZ | Zacks Small/mid Cap ETF | +0.2% | +18.01% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +0.23% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +4.00% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.75% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | -3.06% | Trim |
| 15 | LNG | Cheniere Energy Inc | +0.1% | -0.63% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 17 | MA | Mastercard Inc - A | +0.1% | +2.83% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +0.89% | Add |
| 19 | BBSI | Barrett Business Svcs Inc | +0.1% | +0.19% | Add |
| 20 | VUG | Vanguard Growth ETF | 0% | -0.33% | Trim |
| 21 | VB | Vanguard Small-cap ETF | 0% | +3.99% | Add |
| 22 | COST | Costco Wholesale CORP | 0% | +0.13% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.78% | Add |
| 24 | TPL | Texas Pacific Land CORP | 0% | -13.22% | Trim |
| 25 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 26 | WAB | Wabtec CORP | 0% | +0.07% | Add |
| 27 | BKLN | Invesco Senior Loan ETF | 0% | +2.64% | Add |
| 28 | FLOT | Ishares Floating Rate Bond E | 0% | +1.61% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.45% | Trim |
| 30 | SYK | Stryker CORP | 0% | +0.11% | Add |
| 31 | CVX | Chevron CORP | 0% | +2.23% | Add |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +0.33% | Add |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +8.61% | Add |
| 34 | VGSH | Vanguard Short-term Treasury | 0% | +2.90% | Add |
| 35 | PDBC | Invesco Optimum Yield Divers | 0% | +5.71% | Add |
| 36 | VMBS | Vanguard Mortgage-backed Sec | 0% | +0.16% | Add |
| 37 | JNK | Ss Spdr Bb High Yield Bond | 0% | -0.77% | Trim |
| 38 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | +0.04% | Add |
| 39 | CSX | Csx CORP | -0.1% | +0.35% | Add |
| 40 | SOXX | Ishares Semiconductor ETF | -0.1% | +0.19% | Add |
| 41 | SBUX | Starbucks CORP | -0.1% | +0.58% | Add |
| 42 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +8.03% | Add |
| 43 | SCHM | Schwab US Mid Cap ETF | -0.1% | +180.58% | Add |
| 44 | IXUS | Ishares Core Intl Stock ETF | -0.1% | +4.71% | Add |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | -2.34% | Trim |
| 46 | MSFT | Microsoft CORP | -0.1% | +0.64% | Add |
| 47 | XYL | Xylem Inc | -0.1% | +0.81% | Add |
| 48 | ABBV | Abbvie Inc | -0.1% | +3.10% | Add |
| 49 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +2.30% | Add |
| 50 | VTV | Vanguard Value ETF | -0.1% | -7.36% | Trim |
According to official SEC Form 13F filings, Continental Investors Services, Inc. reported a total U.S. public equity portfolio value of $127.6M across 62 disclosed positions in Q4 2024.
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 TSLA, AGG, VTI) accounted for 11.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
VONV
市值: $318.3K
Top Position Liquidated / Trimmed
DGRO
前期市值: $414.3K
During Q4 2024, Continental Investors Services, Inc.'s top holdings by market value included TSLA (8.8%)、AGG (5.9%)、VTI (5.9%). The largest single position, TSLA, represented 8.8% of total portfolio value.
In Q4 2024, Continental Investors Services, Inc. made 63 total portfolio adjustments, initiating 5 new buys, adding to 37 positions, trimming 14 holdings, and fully liquidating 7 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.
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