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CIK: 0000883634
Total reported value
$127.6M
$127.6M
62 檔
10.8%
According to the latest 13F quarterly dataset, Continental Investors Services, Inc. managed an equity portfolio of $127.6M at the end of Q1 2025, spanning 62 distinct U.S. exchange-listed positions.
In Q1 2025, Continental Investors Services, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.30% | +1.69% | +3.75% | |
| 2 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 6.28% | +2.47% | +26.56% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.24% | -1.50% | -6.91% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.05% | -0.86% | -8.99% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.59% | -0.20% | -4.64% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.49% | -0.68% | +7.32% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.29% | -0.27% | -0.23% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.47% | -0.64% | +5.36% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.34% | +7.72% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.85% | -0.33% | +0.86% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.62% | -0.40% | +3.43% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.51% | -0.12% | +15.81% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.03% | +8.96% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.33% | -0.34% | +5.77% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | -0.11% | +3.89% | |
| 16 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 2.08% | +1.13% | +32.43% | |
| 17 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.00% | -0.18% | -0.91% | |
| 18 | CGMU | Cap Group Municipal Income | ETF-Other | 1.73% | -0.53% | EXIT | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.72% | — | +27.36% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.11% | +11.48% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.16% | +12.65% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | -0.42% | +10.18% | |
| 23 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.44% | -0.06% | +0.40% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 1.40% | -0.45% | EXIT | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.03% | +9.79% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.16% | -0.06% | +7.04% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.06% | +0.15% | +8.52% | |
| 28 | LNG | Cheniere Energy Inc | Stock-Energy | 1.01% | -0.06% | -0.73% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.05% | +5.27% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.92% | -0.40% | EXIT | |
| 31 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.91% | -0.05% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | -0.14% | +0.66% | |
| 33 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.88% | -0.05% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | — | +2.73% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.08% | +2.12% | |
| 36 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.85% | +0.02% | +0.71% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.82% | -0.04% | -0.16% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.79% | -0.09% | -3.45% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | -0.06% | +9.05% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.74% | +0.30% | +26.90% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.69% | — | +2.07% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.68% | -0.18% | — | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | +0.04% | +4.16% | |
| 44 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.66% | -0.03% | +17.86% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.65% | -0.05% | +2.54% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.63% | -1.27% | EXIT | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.63% | -0.13% | +6.81% | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.61% | +0.01% | +17.94% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.54% | +0.10% | +118.63% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | +1.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZECP | Zacks Earnings Consistent Po | +1.2% | +26.56% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +15.81% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +27.36% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | NEW | New buy |
| 5 | GROZ | Zacks Focus Growth ETF | +0.4% | NEW | New buy |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.4% | NEW | New buy |
| 7 | BND | Vanguard Total Bond Market | +0.4% | +7.32% | Add |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.4% | +3.75% | Add |
| 9 | SMIZ | Zacks Small/mid Cap ETF | +0.4% | +32.43% | Add |
| 10 | VXUS | Vanguard Total Intl Stock | +0.3% | +5.36% | Add |
| 11 | TPL | Texas Pacific Land CORP | +0.3% | -0.91% | Trim |
| 12 | NFLX | Netflix Inc | +0.2% | +3.43% | Add |
| 13 | ABBV | Abbvie Inc | +0.2% | +5.27% | Add |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | +26.90% | Add |
| 15 | MA | Mastercard Inc - A | +0.2% | +9.79% | Add |
| 16 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +5.77% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +0.86% | Add |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +118.63% | Add |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +17.94% | Add |
| 20 | CVX | Chevron CORP | +0.1% | +7.00% | Add |
| 21 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +17.86% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.16% | Add |
| 23 | VGSH | Vanguard Short-term Treasury | +0.1% | +8.52% | Add |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +18.35% | Add |
| 25 | LNG | Cheniere Energy Inc | +0.1% | -0.73% | Trim |
| 26 | PDBC | Invesco Optimum Yield Divers | +0.1% | +0.71% | Add |
| 27 | SBUX | Starbucks CORP | +0.1% | +2.54% | Add |
| 28 | SYK | Stryker CORP | 0% | +2.07% | Add |
| 29 | VTV | Vanguard Value ETF | 0% | +2.12% | Add |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | -4.64% | Trim |
| 31 | SCHM | Schwab US Mid Cap ETF | 0% | +9.05% | Add |
| 32 | IXUS | Ishares Core Intl Stock ETF | 0% | -3.45% | Trim |
| 33 | XYL | Xylem Inc | 0% | +0.32% | Add |
| 34 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 35 | DLB | Dolby Laboratories Inc-cl A | 0% | +0.41% | Add |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +6.79% | Add |
| 37 | FLOT | Ishares Floating Rate Bond E | 0% | -0.16% | Trim |
| 38 | VONV | Vanguard Russell 1000 Value | — | +2988.75% | Add |
| 39 | BBSI | Barrett Business Svcs Inc | 0% | +0.19% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.68% | Add |
| 41 | WAB | Wabtec CORP | 0% | +0.14% | Add |
| 42 | BKLN | Invesco Senior Loan ETF | 0% | +0.40% | Add |
| 43 | NDSN | Nordson CORP | 0% | +0.33% | Add |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +7.04% | Add |
| 45 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 46 | SOXX | Ishares Semiconductor ETF | 0% | +6.81% | Add |
| 47 | AMZN | Amazon.com Inc | -0.1% | +11.48% | Add |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +3.89% | Add |
| 49 | VB | Vanguard Small-cap ETF | -0.1% | +2.73% | Add |
| 50 | MSFT | Microsoft CORP | -0.1% | +8.96% | Add |
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 Q1 2025.
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 AGG, ZECP, TSLA) accounted for 10.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $222.6K
Top Position Liquidated / Trimmed
XBI
前期市值: $210.6K
During Q1 2025, Continental Investors Services, Inc.'s top holdings by market value included AGG (6.3%)、ZECP (6.3%)、TSLA (5.2%). The largest single position, AGG, represented 6.3% of total portfolio value.
In Q1 2025, Continental Investors Services, Inc. made 62 total portfolio adjustments, initiating 3 new buys, adding to 45 positions, trimming 11 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.
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