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Christensen, King & Associates Investment Services, Inc.

Diversified strategySector-focusedMomentum follower

Total reported value

$251.7M

Reporting period: 2026-06-30 · Number of holdings: 108

Christensen, King & Associates Investment Services, Inc. disclosed 108 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $251.7M and a quarterly turnover rate of 11.7%.

Personality snowflake

Concentration
18.66
Portfolio Stability
11.65
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
79.81

Recent moves

  • Trim VGT

    -0.5%　-$2.1M

  • Add SCHX

    -0.6%　$4.2M

  • Add SCHA

    -2.3%　$2.6M

  • Trim SCHD

    -2.7%　$89.8K

  • Trim SCHZ

    -0.4%　-$101.6K

  • Add SCHM

    -2.6%　$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHXSchwab US Large-cap ETFETF-Other13.36%+0.72%-0.59%
2SCHBSchwab US Broad Market ETFETF-Other6.85%+0.23%-3.18%
3SCHDSchwab US Dvd Equity ETFETF-Other6.11%-0.45%-2.68%
4SCHASchwab US Small-cap ETFETF-Other5.83%+0.64%-2.31%
5SCHGSchwab US Large-cap GrowthETF-Other5.63%+0.20%-3.64%
6SCHFSchwab Intl Equity ETFETF-Other5.30%+0.12%-1.27%
7SCHMSchwab US Mid Cap ETFETF-Other5.07%+0.35%-2.58%
8SCHZSchwab US Aggregate Bond ETFETF-Other5.00%-0.44%-0.42%
9SCHVSchwab US Large-cap ValueETF-Other3.79%+0.09%-3.19%
10VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.60%+0.16%—
11SCHRSchwab Intermediate-term USETF-Other2.14%-0.23%-1.71%
12SCHESchwab Emrg Mrkts Eqty ETFETF-Other1.81%+0.03%-0.29%
13IOOIshares Global 100 ETFETF-Other1.80%+0.06%-1.08%
14IEIIshares 3-7 Year Treasury BoETF-Gov Bonds1.73%-0.17%-1.12%
15SCHOSchwab Short-term US TreasETF-Other1.71%-0.18%-1.88%
16SCHPSchwab U.s. Tips ETFETF-Other1.59%-0.18%-2.52%
17VTIVanguard Total Stock Mkt ETFETF-Other1.55%+0.09%—
18IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.44%——
19AAPLApple INCStock-Tech1.36%+0.06%-0.73%
20QQQInvesco Qqq Trust Series 1ETF-Tech1.23%+0.19%—
21NVDANvidia CORPStock-Tech1.06%+0.06%+0.01%
22AGGIshares Core U.s. AggregateETF-Other0.98%—-0.40%
23SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.95%——
24SCHCSchwab Intl Small-cap EquityETF-Other0.80%——
25IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.74%+0.04%—
26TLTIshares 20+ Year Treasury BdETF-Gov Bonds0.70%—-0.86%
27VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.69%—-3.90%
28VIGVanguard Dividend Apprec ETFETF-Other0.66%+0.02%—
29VCITVanguard Int-term CorporateETF-Corp Bonds0.63%—-2.25%
30IJRIshares Core S&p Small-cap EETF-Small Cap0.61%+0.05%-0.93%
31IJHIshares Core S&p Midcap ETFETF-Other0.53%+0.03%—
32LLYEli Lilly & CoStock-Healthcare0.53%+0.09%—
33MSFTMicrosoft CORPStock-Tech0.52%——
34GLDSpdr Gold SharesETF-Commodities0.49%-0.13%—
35IJSIshares S&p Small-cap 600 VaETF-Other0.46%+0.03%—
36VYMVanguard High Dvd Yield ETFETF-Other0.46%—-2.99%
37BNDVanguard Total Bond MarketETF-Other0.44%——
38VHTVanguard Health Care ETFETF-Other0.44%——
39AMZNAmazon.com INCStock-Consumer Disc0.40%+0.02%—
40IJTIshares S&p Small-cap 600 GrETF-Other0.40%+0.05%—
41VDCVanguard Consumer Staple ETFETF-Other0.40%—-1.69%
42AMDAdvanced Micro DevicesStock-Tech0.37%+0.23%—
43TIPIshares Tips Bond ETFETF-Other0.36%——
44VTVanguard Tot World Stk ETFETF-Other0.33%+0.02%—
45VPUVanguard Utilities ETFETF-Other0.32%——
46SPGMState Street Spdr PortfolioETF-Other0.32%—-5.42%
47VEUVanguard Ftse All-world Ex-uETF-Other0.30%——
48GMEGamestop Corp-class AStock-Consumer Disc0.30%——
49SCHHSchwab US Reit ETFETF-Other0.28%—-9.90%
50VUSBVanguard Ultra Short Bond EtETF-Other0.28%——
1–50 of 108

Holding changes this quarter

Christensen, King & Associates Investment Services, Inc.'s most significant position changes for 2026-06-30: Sold out: Vanguard Growth ETF (VUG); New buy: Micron Technology INC (MU); New buy: Intel CORP (INTC); New buy: Vanguard Ftse Emerging Marke (VWO); Sold out: Schwab Fndmntl US Lrg Co ETF (FNDX).

Position changes disclosed by Christensen, King & Associates Investment Services, Inc. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHXSchwab US Large-cap ETF+0.7%-0.59%Trim
2SCHASchwab US Small-cap ETF+0.6%-2.31%Trim
3SCHMSchwab US Mid Cap ETF+0.4%-2.58%Trim
4SCHBSchwab US Broad Market ETF+0.2%-3.18%Trim
5AMDAdvanced Micro Devices+0.2%—Unchanged
6SCHGSchwab US Large-cap Growth+0.2%-3.64%Trim
7QQQInvesco Qqq Trust Series 1+0.2%—Unchanged
8VOOVanguard S&p 500 ETF+0.2%—Unchanged
9MUMicron Technology INC+0.1%NEWNew buy
10SCHFSchwab Intl Equity ETF+0.1%-1.27%Trim
11AMATApplied Materials INC+0.1%—Unchanged
12INTCIntel CORP+0.1%NEWNew buy
13SCHVSchwab US Large-cap Value+0.1%-3.19%Trim
14VTIVanguard Total Stock Mkt ETF+0.1%—Unchanged
15LLYEli Lilly & Co+0.1%—Unchanged
16VWOVanguard Ftse Emerging Marke+0.1%NEWNew buy
17EFAIshares Msci Eafe ETF+0.1%NEWNew buy
18SPYSs Spdr S&p 500 ETF Trust-us+0.1%NEWNew buy
19IJKIshares S&p Mid-cap 400 Grow+0.1%NEWNew buy
20IOOIshares Global 100 ETF+0.1%-1.08%Trim
21AAPLApple INC+0.1%-0.73%Trim
22NVDANvidia CORP+0.1%+0.01%Add
23IJRIshares Core S&p Small-cap E+0.1%-0.93%Trim
24IJTIshares S&p Small-cap 600 Gr+0.1%—Unchanged
25IVVIshares Core S&p 500 ETF0%—Unchanged
26CATCaterpillar INC0%—Unchanged
27SCHESchwab Emrg Mrkts Eqty ETF0%-0.29%Trim
28IJHIshares Core S&p Midcap ETF0%—Unchanged
29IJSIshares S&p Small-cap 600 Va0%—Unchanged
30VTEBVanguard Tax-exempt Bond ETF0%+38.51%Add
31IVWIshares S&p 500 Growth ETF0%—Unchanged
32GOOGLAlphabet Inc-cl A0%—Unchanged
33VIGVanguard Dividend Apprec ETF0%—Unchanged
34AMZNAmazon.com INC0%—Unchanged
35XTIshar Fture Exp Tech Etf-usd0%—Unchanged
36VTVanguard Tot World Stk ETF0%—Unchanged
37VHTVanguard Health Care ETF——Unchanged
38PLTRPalantir Technologies Inc-a-0.1%—Unchanged
39FNDXSchwab Fndmntl US Lrg Co ETF-0.1%EXITSold out
40HDVIshares Core High Dividend E-0.1%EXITSold out
41XOMExxon Mobil CORP-0.1%-11.30%Trim
42GLDSpdr Gold Shares-0.1%—Unchanged
43IEIIshares 3-7 Year Treasury Bo-0.2%-1.12%Trim
44SCHPSchwab U.s. Tips ETF-0.2%-2.52%Trim
45SCHOSchwab Short-term US Treas-0.2%-1.88%Trim
46VUGVanguard Growth ETF-0.2%EXITSold out
47SCHRSchwab Intermediate-term US-0.2%-1.71%Trim
48SCHZSchwab US Aggregate Bond ETF-0.4%-0.42%Trim
49SCHDSchwab US Dvd Equity ETF-0.5%-2.68%Trim
50VGTVanguard Info Tech ETF-0.9%-0.50%Trim

FAQ

What is Christensen, King & Associates Investment Services, Inc. and what type of investor is it?
Christensen, King & Associates Investment Services, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $251.7M, spread across 108 disclosed positions.
What are Christensen, King & Associates Investment Services, Inc.'s largest equity positions?
Based on the latest 13F filing, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value are: 1. Schwab US Large-cap ETF (SCHX) — $33.6M (13.4%) 2. Schwab US Broad Market ETF (SCHB) — $17.2M (6.8%) 3. Schwab US Dvd Equity ETF (SCHD) — $15.4M (6.1%) 4. Schwab US Small-cap ETF (SCHA) — $14.7M (5.8%) 5. Schwab US Large-cap Growth (SCHG) — $14.2M (5.6%)
What changes did Christensen, King & Associates Investment Services, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Christensen, King & Associates Investment Services, Inc. made 30 notable position adjustments: 6 new positions were initiated, 2 existing holdings were added to, 19 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Vanguard Growth ETF (VUG); New buy: Micron Technology INC (MU); New buy: Intel CORP (INTC); New buy: Vanguard Ftse Emerging Marke (VWO); Sold out: Schwab Fndmntl US Lrg Co ETF (FNDX)
What sectors does Christensen, King & Associates Investment Services, Inc. focus on?
Christensen, King & Associates Investment Services, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 58.9% • Consumer Discretionary: 14.7% • Health Care: 12.1% • Consumer Staples: 3.9% • Industrials: 3.8% • Communication Services: 2.5%