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CONTINENTAL INVESTORS SERVICES, INC. — 13F Holdings & Portfolio

CIK 883634 · latest 13F-HR filed 2026-08-13

Backtest portfolio

CONTINENTAL INVESTORS SERVICES, INC. manages $127.6M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ZECP (17.93%), QUIZ (8.60%), SMIZ (8.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 7; 47 existing positions rose in reported value and 14 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$127.6M

Long-equity book

Holdings
81

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+7 / −7 / ↑47 / ↓14

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
ZECP17.9% · +32%QUIZ8.6% · +43%SMIZ8.3% · +36%AGG8.2% · +53%GROZ4.5% · +70%TSLA2.4% · +2%AAPL2.3% · -1%SPIB2.3% · +56%NVDA2.2% · +12%VMBS2.1% · +23%SCHE2.1% · +40%VGSH2.1% · +31%MSFT1.8% · -0%AMZN1.8% · +12%VEU1.7% · +6%IVV1.6% · -1%GOOGL1.6% · +2%VCSH1.4% · +53%ZINC1.2% · newCOST1.2% · +1%BRK.B1.2% · +2%GOOG1.1% · +3%ABBV0.9% · +5%IJH0.8% · +2%NFLX0.8% · -8%VTI0.7% · -47%SOXX0.7% · +2%PLTR0.7% · +11%TPL0.6% · -1%PDBC0.6% · +35%TSM0.6% · -9%AVGO0.6% · +15%MA0.6% · 0%BKLN0.6% · +10%BND0.5% · -46%AMAT0.5% · -3%PRIZ0.5% · newIDXX0.5% · 0%SPSM0.5% · -1%CP0.5% · 0%BIL0.4% · +55%VUG0.4% · -10%VTV0.4% · -6%META0.4% · +30%LNG0.4% · -1%IXUS0.4% · -2%SCHM0.4% · -0%VEA0.4% · +22%CVX0.4% · +15%AMD0.4% · +39%MU0.4% · +2%WAB0.3% · 0%LLY0.3% · +10%BNDX0.3% · -41%CSX0.3% · +2%NDSN0.3% · +0%VXUS0.3% · -63%XBI0.3% · +0%SBUX0.3% · +0%JPM0.3% · +20%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 58.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 24, 2026.

Assets Under Management
$231.9M
Discretionary
$231.9M
Employees
14
Accounts
824
Address
1330 BROADWAY ST.
LONGVIEW, WA 98632
Phone
(360) 423-5110
Website
Mailing Address
P. O. BOX 888, LONGVIEW, WA, 98632
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
ELO, MICHELLE FRANCIS ControlCHIEF FINANCIAL OFFICER
since Jan 2023
Less than 5%Individual
KAMP, MAX BRYAN ControlPRESIDENT, CEO/DIRECTOR,CCO
since Jun 2013
50–75%Individual
TREMBLEY, BETTY JANESHAREHOLDER
since Dec 1993
25–50%Individual
Ownership & leadership changes · 1 filing with changes since Oct 21, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 19, 2023 filing
  • No longer listedMILLARD, DEBRA ANNE · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Oct 1993
  • AddedELO, MICHELLE FRANCIS · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Oct 21, 2021 filing (earliest on record)
  • ListedKAMP, MAX BRYAN · PRESIDENT, CEO/DIRECTOR,CCO · 50–75% · control person
  • ListedMILLARD, DEBRA ANNE · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedTREMBLEY, BETTY JANE · SHAREHOLDER · 25–50%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 47 →

Top Trims

Show all 14 →

New Positions

Show all 7 →

Exited Positions

Show all 7 →

CONTINENTAL INVESTORS SERVICES, INC. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ZACKS TRUST ZECP 98888G105 $22.9M 17.93% 591,061 SH
2 ZACKS TRUST QUIZ 98888G881 $11.0M 8.60% 369,356 SH
3 ZACKS TRUST SMIZ 98888G204 $10.6M 8.30% 244,244 SH
4 ISHARES TR AGG 464287226 $10.5M 8.25% 107,489 SH
5 ZACKS TRUST GROZ 98888G808 $5.8M 4.55% 175,207 SH
6 TESLA INC TSLA 88160R101 $3.0M 2.37% 9,392 SH
7 APPLE INC AAPL 037833100 $3.0M 2.33% 9,563 SH
8 SPDR SERIES TRUST SPIB 78464A375 $2.9M 2.29% 88,104 SH
9 NVIDIA CORPORATION NVDA 67066G104 $2.7M 2.15% 12,532 SH
10 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $2.7M 2.10% 57,907 SH
11 SCHWAB STRATEGIC TR SCHE 808524706 $2.7M 2.10% 72,632 SH
12 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.6M 2.07% 45,558 SH
13 MICROSOFT CORP MSFT 594918104 $2.3M 1.77% 4,603 SH
14 AMAZON COM INC AMZN 023135106 $2.2M 1.75% 8,188 SH
15 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.2M 1.69% 25,518 SH
16 ISHARES TR IVV 464287200 $2.1M 1.61% 2,662 SH
17 ALPHABET INC GOOGL 02079K305 $2.0M 1.56% 5,488 SH
18 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.8M 1.39% 22,495 SH
19 ZACKS TRUST ZINC 98888G873 $1.6M 1.22% 58,856 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.5M 1.21% 1,640 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.5M 1.20% 2,953 SH
22 ALPHABET INC GOOG 02079K107 $1.4M 1.08% 3,818 SH
23 ABBVIE INC ABBV 00287Y109 $1.2M 0.91% 4,727 SH
24 ISHARES TR IJH 464287507 $1.1M 0.84% 13,877 SH
25 NETFLIX INC. NFLX 64110L106 $1.0M 0.79% 13,617 SH
26 VANGUARD INDEX FDS VTI 922908769 $931.7K 0.73% 2,454 SH
27 ISHARES TR SOXX 464287523 $881.3K 0.69% 1,661 SH
28 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $860.8K 0.67% 5,433 SH
29 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $814.2K 0.64% 2,132 SH
30 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $812.7K 0.64% 47,692 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $775.8K 0.61% 1,874 SH
32 BROADCOM INC AVGO 11135F101 $766.8K 0.60% 1,833 SH
33 MASTERCARD INCORPORATED MA 57636Q104 $705.0K 0.55% 1,236 SH
34 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $702.8K 0.55% 34,317 SH
35 VANGUARD BD INDEX FDS BND 921937835 $698.0K 0.55% 9,633 SH
36 APPLIED MATLS INC AMAT 038222105 $671.0K 0.53% 1,256 SH
37 ZACKS TRUST PRIZ 98888G865 $649.3K 0.51% 21,915 SH
38 IDEXX LABS INC IDXX 45168D104 $629.8K 0.49% 1,077 SH
39 SPDR SERIES TRUST SPSM 78468R853 $622.5K 0.49% 10,750 SH
40 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $575.4K 0.45% 6,292 SH
41 SPDR SERIES TRUST BIL 78468R663 $568.5K 0.45% 6,223 SH
42 VANGUARD INDEX FDS VUG 922908736 $562.5K 0.44% 6,339 SH
43 VANGUARD INDEX FDS VTV 922908744 $557.1K 0.44% 2,487 SH
44 META PLATFORMS INC META 30303M102 $548.9K 0.43% 954 SH
45 CHENIERE ENERGY INC LNG 16411R208 $530.0K 0.42% 2,081 SH
46 ISHARES TR IXUS 46432F834 $510.4K 0.40% 5,279 SH
47 SCHWAB STRATEGIC TR SCHM 808524508 $495.3K 0.39% 13,798 SH
48 VANGUARD TAX-MANAGED FDS VEA 921943858 $488.6K 0.38% 6,754 SH
49 CHEVRON CORPORATION CVX 166764100 $483.1K 0.38% 2,599 SH
50 ADVANCED MICRO DEVICES INC AMD 007903107 $460.4K 0.36% 988 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $127.6M 81 0001754960-26-000763
2026-03-31 2026-05-15 $105.8M 81 0001754960-26-000389
2025-12-31 2026-02-23 $77.5M 72 0001754960-26-000190
2025-09-30 2025-11-06 $67.4M 72 0001754960-25-000756
Filer Information
Address
1330 BROADWAY STREET
LONGVIEW, WA 98632-7552
Phone
(360) 423-5110
Filing Manager
CONTINENTAL INVESTORS SERVICES, INC.
LONGVIEW, WA
Signatory
Aryn Sands
Agent