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CIK: 0000883634
Total reported value
$127.6M
$127.6M
62 檔
12.1%
At the close of Q2 2025, Continental Investors Services, Inc. disclosed equity holdings valued at approximately $127.6M, spread across 62 reported holdings.
In Q2 2025, Continental Investors Services, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 7.01% | +2.47% | +15.66% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.20% | +1.69% | +7.72% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.27% | -1.50% | -9.22% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.03% | -0.86% | -1.10% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.31% | -0.27% | +0.52% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.30% | -0.20% | -6.61% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.91% | -0.68% | -3.97% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.47% | -0.64% | -1.05% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 3.41% | -0.40% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.03% | +3.52% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.85% | -0.34% | +1.52% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.69% | -0.33% | -0.40% | |
| 13 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 2.54% | +1.13% | +19.87% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.23% | -0.11% | +0.57% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.16% | -0.12% | +4.30% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | -0.16% | +0.25% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.08% | -0.34% | -2.86% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.01% | — | +12.15% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | -0.11% | +3.49% | |
| 20 | CGMU | Cap Group Municipal Income | ETF-Other | 1.59% | -0.53% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | -0.42% | +3.46% | |
| 22 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.42% | -0.18% | -1.97% | |
| 23 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.37% | -0.06% | +3.71% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 1.36% | -0.45% | EXIT | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | -0.03% | +0.43% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.12% | -0.06% | +2.26% | |
| 27 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.05% | -0.05% | — | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.01% | +0.04% | +1.50% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.01% | +0.15% | +3.75% | |
| 30 | LNG | Cheniere Energy Inc | Stock-Energy | 0.95% | -0.06% | -0.69% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | -0.14% | -1.97% | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.90% | -0.05% | — | |
| 33 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.89% | -0.40% | EXIT | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.85% | +0.30% | +9.43% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.84% | -0.18% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.08% | +4.59% | |
| 37 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.80% | +0.02% | +10.60% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.05% | +3.93% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.76% | -0.09% | -4.08% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.74% | -0.06% | -0.69% | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.72% | -0.03% | +16.96% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.71% | -0.04% | -3.60% | |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.69% | +0.50% | +40.09% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.69% | +0.01% | +23.75% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | — | +0.64% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.65% | -1.27% | EXIT | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.64% | -0.13% | -11.73% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | -0.05% | +1.31% | |
| 49 | WAB | Wabtec CORP | Stock-Industrials | 0.55% | -0.03% | +0.14% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | — | +1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.8% | — | Unchanged |
| 2 | ZECP | Zacks Earnings Consistent Po | +0.7% | +15.66% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +3.52% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +0.25% | Add |
| 5 | SMIZ | Zacks Small/mid Cap ETF | +0.5% | +19.87% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | NEW | New buy |
| 7 | CSX | Csx CORP | +0.4% | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | +0.4% | NEW | New buy |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.50% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +12.15% | Add |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +40.09% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 13 | IDXX | Idexx Laboratories Inc | +0.1% | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | +0.1% | +3.49% | Add |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +9.43% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.46% | Add |
| 17 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +23.75% | Add |
| 18 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +16.96% | Add |
| 19 | VUG | Vanguard Growth ETF | 0% | -1.97% | Trim |
| 20 | TSLA | Tesla Inc | 0% | -9.22% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | +0.52% | Add |
| 22 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 23 | VONV | Vanguard Russell 1000 Value | 0% | -16.82% | Trim |
| 24 | WAB | Wabtec CORP | 0% | +0.14% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +1.11% | Add |
| 26 | SOXX | Ishares Semiconductor ETF | 0% | -11.73% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.03% | Add |
| 28 | VXUS | Vanguard Total Intl Stock | — | -1.05% | Trim |
| 29 | ISRG | Intuitive Surgical Inc | — | +0.96% | Add |
| 30 | GROZ | Zacks Focus Growth ETF | — | +104.61% | Add |
| 31 | XYL | Xylem Inc | 0% | -1.07% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.10% | Trim |
| 33 | SYK | Stryker CORP | 0% | +0.64% | Add |
| 34 | NDSN | Nordson CORP | 0% | -0.81% | Trim |
| 35 | CGDG | Cap Group Dividend Growers | 0% | -2.11% | Trim |
| 36 | VTV | Vanguard Value ETF | 0% | +4.59% | Add |
| 37 | IXUS | Ishares Core Intl Stock ETF | 0% | -4.08% | Trim |
| 38 | SCHM | Schwab US Mid Cap ETF | 0% | -0.69% | Trim |
| 39 | CGDV | Cap Group Dividend Value | 0% | -3.05% | Trim |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +2.26% | Add |
| 41 | BBSI | Barrett Business Svcs Inc | 0% | +0.19% | Add |
| 42 | VGSH | Vanguard Short-term Treasury | -0.1% | +3.75% | Add |
| 43 | PDBC | Invesco Optimum Yield Divers | -0.1% | +10.60% | Add |
| 44 | LLY | Eli Lilly & Co | -0.1% | +3.72% | Add |
| 45 | LNG | Cheniere Energy Inc | -0.1% | -0.69% | Trim |
| 46 | BKLN | Invesco Senior Loan ETF | -0.1% | +3.71% | Add |
| 47 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.57% | Add |
| 48 | MA | Mastercard Inc - A | -0.1% | +0.43% | Add |
| 49 | SBUX | Starbucks CORP | -0.1% | +1.31% | Add |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.1% | +7.72% | 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 Q2 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 ZECP, AGG, TSLA) accounted for 12.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $233.9K
Top Position Liquidated / Trimmed
VB
前期市值: $433.5K
During Q2 2025, Continental Investors Services, Inc.'s top holdings by market value included ZECP (7.0%)、AGG (6.2%)、TSLA (5.3%). The largest single position, ZECP, represented 7.0% of total portfolio value.
In Q2 2025, Continental Investors Services, Inc. made 61 total portfolio adjustments, initiating 3 new buys, adding to 36 positions, trimming 19 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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