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CIK: 0000883634
Total reported value
$127.6M
$127.6M
72 檔
20.1%
The Q4 2025 SEC filing reveals that Continental Investors Services, Inc. held a total portfolio value of $127.6M, covering 72 public equity positions.
Continental Investors Services, Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 12.47% | +2.47% | +55.28% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.11% | +1.69% | +11.81% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.98% | -1.50% | +0.26% | |
| 4 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 4.84% | +1.13% | +63.52% | |
| 5 | QUIZ | Zacks Qlty Inter'l Fund | ETF-Other | 4.62% | +1.48% | +80.78% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.90% | -0.86% | -3.27% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.98% | -0.68% | +5.94% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.70% | -0.34% | +2.74% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.44% | -0.64% | -13.97% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.42% | -0.20% | -19.01% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | -0.27% | -21.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | -0.42% | +1.48% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.03% | +4.73% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | -0.16% | +13.50% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.84% | -0.33% | — | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.74% | +0.30% | +43.80% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.11% | +8.26% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.63% | +0.15% | +42.74% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.59% | +0.01% | +62.49% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.58% | -0.40% | +926.47% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.51% | -0.34% | +3.75% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.12% | -5.90% | |
| 23 | CGHM | Cap Group Muni High-income | ETF-Other | 1.35% | -0.46% | -4.39% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.33% | +0.50% | +63.45% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.21% | -0.11% | -22.71% | |
| 26 | CGMU | Cap Group Municipal Income | ETF-Other | 1.12% | -0.53% | EXIT | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.04% | -1.27% | EXIT | |
| 28 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.98% | -0.18% | +197.00% | |
| 29 | GROZ | Zacks Focus Growth ETF | ETF-Other | 0.98% | +1.46% | +105.98% | |
| 30 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.93% | -0.05% | -0.55% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-Other | 0.92% | -0.45% | EXIT | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.88% | -0.18% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.85% | +0.04% | +8.85% | |
| 34 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.84% | -0.40% | EXIT | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.83% | -0.06% | -15.06% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.82% | +0.29% | +70.66% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.03% | -0.35% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.05% | +16.27% | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.72% | -0.13% | +0.19% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.28% | +0.36% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | -0.14% | -1.85% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.69% | -0.06% | -15.50% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.08% | +1.22% | |
| 44 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.65% | +0.02% | +0.60% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.63% | -0.09% | -0.26% | |
| 46 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.60% | -0.05% | -0.80% | |
| 47 | LNG | Cheniere Energy Inc | Stock-Energy | 0.58% | -0.06% | -0.89% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | -0.06% | -5.37% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.05% | +33.76% | |
| 50 | CGGE | Cap Group Global Eq | ETF-Other | 0.51% | -0.25% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZECP | Zacks Earnings Consistent Po | +3.9% | +55.28% | Add |
| 2 | QUIZ | Zacks Qlty Inter'l Fund | +2% | +80.78% | Add |
| 3 | SMIZ | Zacks Small/mid Cap ETF | +1.7% | +63.52% | Add |
| 4 | VMBS | Vanguard Mortgage-backed Sec | +0.5% | +62.49% | Add |
| 5 | GROZ | Zacks Focus Growth ETF | +0.5% | +105.98% | Add |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +43.80% | Add |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +63.45% | Add |
| 8 | VGSH | Vanguard Short-term Treasury | +0.3% | +42.74% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.48% | Add |
| 10 | VONV | Vanguard Russell 1000 Value | +0.3% | +50.66% | Add |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +70.66% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.36% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +8.26% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -4.46% | Trim |
| 15 | LLY | Eli Lilly & Co | +0.1% | +6.12% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +37.69% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +13.50% | Add |
| 18 | AVGO | Broadcom Inc | 0% | +33.76% | Add |
| 19 | SOXX | Ishares Semiconductor ETF | 0% | +0.19% | Add |
| 20 | CVX | Chevron CORP | 0% | +4.35% | Add |
| 21 | ISRG | Intuitive Surgical Inc | 0% | +8.00% | Add |
| 22 | WAB | Wabtec CORP | 0% | -1.23% | Trim |
| 23 | NDSN | Nordson CORP | — | -1.30% | Trim |
| 24 | XBI | Ss Spdr S&p Biotech ETF | — | -0.98% | Trim |
| 25 | WMT | Walmart Inc | 0% | +3.28% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +4.94% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | +16.27% | Add |
| 29 | PDBC | Invesco Optimum Yield Divers | 0% | +0.60% | Add |
| 30 | SBUX | Starbucks CORP | 0% | -1.97% | Trim |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | -0.28% | Trim |
| 32 | TPL | Texas Pacific Land CORP | 0% | +197.00% | Add |
| 33 | VTV | Vanguard Value ETF | 0% | +1.22% | Add |
| 34 | CGCV | Cap Group Conservative Eq | 0% | -4.47% | Trim |
| 35 | CSX | Csx CORP | 0% | -2.03% | Trim |
| 36 | CGUS | Cap Group Core Equity | 0% | -4.49% | Trim |
| 37 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -0.26% | Trim |
| 38 | BBSI | Barrett Business Svcs Inc | -0.1% | -0.07% | Trim |
| 39 | XYL | Xylem Inc | -0.1% | +0.11% | Add |
| 40 | SCHM | Schwab US Mid Cap ETF | -0.1% | -5.37% | Trim |
| 41 | SYK | Stryker CORP | -0.1% | -0.95% | Trim |
| 42 | CGGE | Cap Group Global Eq | -0.1% | -4.93% | Trim |
| 43 | IDXX | Idexx Laboratories Inc | -0.1% | -0.55% | Trim |
| 44 | LNG | Cheniere Energy Inc | -0.1% | -0.89% | Trim |
| 45 | CP | Canadian Pacific Kansas City | -0.1% | -0.80% | Trim |
| 46 | VUG | Vanguard Growth ETF | -0.1% | -1.85% | Trim |
| 47 | AGG | Ishares Core U.s. Aggregate | -0.1% | +11.81% | Add |
| 48 | MA | Mastercard Inc - A | -0.2% | -0.35% | Trim |
| 49 | JNK | Ss Spdr Bb High Yield Bond | -0.2% | -23.45% | Trim |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | -15.50% | 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 72 disclosed positions in Q4 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 20.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
HYLB
市值: $209.5K
Top Position Liquidated / Trimmed
SPY
前期市值: $307.1K
During Q4 2025, Continental Investors Services, Inc.'s top holdings by market value included ZECP (12.5%)、AGG (6.1%)、TSLA (5.0%). The largest single position, ZECP, represented 12.5% of total portfolio value.
In Q4 2025, Continental Investors Services, Inc. made 72 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 33 holdings, and fully liquidating 2 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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