Continental Investors Services, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Continental Investors Services, Inc. reported 81 stock positions worth $105.8 million. Its top holding was Zacks Earnings Consistent Po (ZECP) at 15.5% of the portfolio, followed by Zacks Small/Mid Cap ETF (SMIZ, 7.2%) and Zacks QLTY Inter'l Fund (QUIZ, 7.1%). Compared with Q4 2025, it opened 13 new positions, sold out of 4, added to 46 and reduced 17. The biggest buy was Zacks Earnings Consistent Po (ZECP, shares +69%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −48%).

Most Recent 13F
Q2 2026
Location
LONGVIEW, WA
CIK
0000883634
Portfolio Value
$105.8M (Q1 2026)
SEC Filing
0001754960-26-000389 ↗ filed May 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $42.2M Q1 2024 Q2 2024: $44.9M Q2 2024 Q3 2024: $48.7M Q3 2024 Q4 2024: $50.4M Q4 2024 Q1 2025: $50.4M Q1 2025 Q2 2025: $55.6M Q2 2025 Q3 2025: $67.4M Q3 2025 Q4 2025: $77.5M Q4 2025 Q1 2026: $105.8M $105.8M Q1 2026 Q2 2026: $127.6M Q2 2026

Holdings 81 stocks · $105.8M

ZECP Zacks Earnings Consistent Po 15.46% 447,947 $16.4M Add +68.9%
SMIZ Zacks Small/Mid Cap ETF 7.17% 179,114 $7.6M Add +89.0%
QUIZ Zacks QLTY Inter'l Fund 7.12% 258,680 $7.5M Add +109.5%
AGG iShares Core U.S. Aggregate 6.56% 70,105 $6.9M Add +50.4%
TSLA Tesla Inc. 3.87% 9,211 $4.1M Add +2.6%
GROZ Zacks Focus Growth ETF 3.09% 103,260 $3.3M Add +314.4%
AAPL Apple Inc. 2.67% 9,650 $2.8M Add +19.8%
NVDA Nvidia Corp. 2.31% 11,148 $2.4M Add +46.2%
VMBS Vanguard Mortgage-Backed Sec 2.09% 47,145 $2.2M Add +85.7%
GOOGL Alphabet Inc. Class A 1.98% 5,404 $2.1M Add +2.5%
VGSH Vanguard Short-Term Treasury 1.92% 34,798 $2.0M Add +65.8%
VEU Vanguard Ftse All-World Ex-U 1.89% 24,079 $2.0M Reduce -0.4%
IVV iShares Core S&P 500 ETF 1.88% 2,680 $2.0M Add +2.7%
AMZN Amazon.com Inc. 1.86% 7,329 $2.0M Add +37.7%
SCHE Schwab Emrg Mrkts Eqty ETF 1.80% 51,875 $1.9M Add +36.1%
MSFT Microsoft Corp. 1.80% 4,604 $1.9M Add +28.4%
SPIB SS SPDR P Int C Corp. ETF 1.79% 56,505 $1.9M Add +90.9%
VTI VG Morningstar TS MKT ETF-US 1.59% 4,632 $1.7M Reduce -47.8%
COST Costco Wholesale Corp. 1.54% 1,627 $1.6M Add +7.2%
GOOG Alphabet Inc. Class C 1.36% 3,709 $1.4M Add +124.1%
BRK.B Berkshire Hathaway Inc. Class B 1.32% 2,904 $1.4M Add +23.1%
VONV Vanguard Russell 1000 Value 1.27% 13,049 $1.3M Add +61.0%
BND Vanguard Total Bond Market 1.23% 17,804 $1.3M Reduce -42.8%
NFLX Netflix Inc. 1.19% 14,778 $1.3M Add +0.5%
VCSH Vanguard S/T Corp. Bond ETF 1.10% 14,698 $1.2M Add +89.6%
IJH iShares Core S&P Midcap ETF 0.95% 13,618 $1.0M Reduce -0.5%
VXUS Vanguard Total Intl Stock 0.92% 11,410 $972K Reduce -52.0%
ABBV Abbvie Inc. 0.86% 4,500 $913K Add +65.8%
TPL Texas Pacific Land Corp. 0.82% 2,156 $868K Reduce -1.1%
SOXX iShares Semiconductor ETF 0.82% 1,622 $864K Add +0.1%
TSM Taiwan Semiconductor-SP ADR 0.79% 2,064 $835K No change
BNDX Vanguard Total Intl Bond ETF 0.66% 14,506 $696K Reduce -40.0%
AVGO Broadcom Inc. 0.65% 1,594 $683K Add +28.6%
CGHM Cap Group Muni High-Income 0.63% 26,109 $669K Reduce -37.0%
PLTR Palantir Technologies Inc. Class A 0.63% 4,885 $669K Add +8.8%
PDBC Invesco Optimum Yield Divers 0.62% 35,359 $657K Add +2.8%
BKLN Invesco Senior Loan ETF 0.61% 31,110 $642K Add +0.3%
MA Mastercard Inc. Class A 0.58% 1,236 $615K Add +7.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.58% 7,069 $614K Add +534.6%
SPSM SS SPDR P S&P 600 Small Cap 0.55% 10,883 $581K Add +0.8%
AMAT Applied Materials Inc. 0.54% 1,293 $574K Add +31.1%
IDXX Idexx Laboratories Inc. 0.54% 1,077 $573K No change
CGMU Cap Group Municipal Income 0.53% 20,518 $562K Reduce -35.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.52% 2,654 $553K Add +0.0%
CP Canadian Pacific Kansas City 0.50% 6,292 $533K No change
IXUS iShares Core Intl Stock ETF 0.49% 5,392 $517K Reduce -0.9%
LNG Cheniere Energy Inc. 0.48% 2,100 $505K Reduce -0.9%
SCHM Schwab US Mid Cap ETF 0.45% 13,815 $481K Reduce -0.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.45% 10,038 $476K Reduce -37.3%
META Meta Platforms Inc. Class A 0.42% 736 $441K Add +58.6%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.40% 11,298 $421K Reduce -36.9%
CVX Chevron Corp. 0.39% 2,255 $417K Add +20.5%
MU Micron Technology Inc. 0.37% 496 $394K New
VEA Vanguard Ftse Developed ETF 0.37% 5,538 $391K New
WAB Wabtec Corp. 0.37% 1,452 $389K Add +0.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.35% 4,007 $367K New
SBUX Starbucks Corp. 0.33% 3,334 $353K Add +0.1%
XOM Exxon Mobil Corp. 0.32% 2,291 $343K New
NDSN Nordson Corp. 0.32% 1,215 $342K Add +0.1%
CSX CSX Corp. 0.31% 7,311 $327K Add +18.1%
AMD Advanced Micro Devices 0.31% 712 $327K New
LLY Eli Lilly & Co. 0.30% 334 $323K Add +7.0%
XBI SS SPDR S&P Biotech ETF 0.29% 2,316 $312K No change
WMT Walmart Inc. 0.26% 2,179 $278K Add +6.5%
JNK SS SPDR BB High Yield Bond 0.26% 2,883 $278K Add +0.3%
FLOT iShares Floating Rate Bond E 0.26% 5,443 $277K Reduce -0.4%
SYK Stryker Corp. 0.25% 951 $269K Add +1.4%
LRCX Lam Research Corp. 0.25% 903 $267K New
ISRG Intuitive Surgical Inc. 0.25% 621 $261K Add +4.5%
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.25% 7,691 $260K Reduce -36.8%
JPM JPMorgan Chase & Co. 0.23% 814 $245K Add +12.7%
GE General Electric filed as GE AEROSPACE 0.23% 812 $244K New
BE Bloom Energy Corp. Class A 0.23% 839 $238K New
HD Home Depot Inc. 0.22% 761 $237K New
MRK Merck & Co. Inc. 0.21% 1,996 $222K New
DE Deere & Co. 0.21% 370 $218K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.20% 135 $211K New
SCHD Schwab US DVD Equity ETF 0.20% 6,618 $210K Reduce -2.3%
XYL Xylem Inc. 0.20% 1,857 $208K Add +0.1%
HYLB Xtrackers Usd High Yield Cor 0.20% 5,654 $207K No change
GEV GE Vernova Inc. 0.19% 192 $206K New

Portfolio Sells Q4 2025 → Q1 2026

VTI VG Morningstar TS MKT ETF-US Reduce -47.8% 1.59% −2.31
BND Vanguard Total Bond Market Reduce -42.8% 1.23% −1.74
VXUS Vanguard Total Intl Stock Reduce -52.0% 0.92% −1.52
BNDX Vanguard Total Intl Bond ETF Reduce -40.0% 0.66% −0.86
CGHM Cap Group Muni High-Income Reduce -37.0% 0.63% −0.72
CGMU Cap Group Municipal Income Reduce -35.5% 0.53% −0.59
VEU Vanguard Ftse All-World Ex-U Reduce -0.4% 1.89% −0.53
CGDV Cap Group Dividend Value Reduce -37.3% 0.45% −0.47
CGDG Cap Group Dividend Growers Reduce -36.9% 0.40% −0.44
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.29
BBSI Barrett Business SVCS Inc. Sold out 0.00% −0.28
CGUS Cap Group Core Equity Sold out 0.00% −0.28
CGCV Cap Group Conservative Eq Sold out 0.00% −0.28
IJH iShares Core S&P Midcap ETF Reduce -0.5% 0.95% −0.26
CGGE Cap Group Global Eq Reduce -36.8% 0.25% −0.26
TPL Texas Pacific Land Corp. Reduce -1.1% 0.82% −0.16
IXUS iShares Core Intl Stock ETF Reduce -0.9% 0.49% −0.14
SCHM Schwab US Mid Cap ETF Reduce -0.3% 0.45% −0.11
LNG Cheniere Energy Inc. Reduce -0.9% 0.48% −0.10
FLOT iShares Floating Rate Bond E Reduce -0.4% 0.26% −0.10
SCHD Schwab US DVD Equity ETF Reduce -2.3% 0.20% −0.06

Portfolio Buys Q4 2025 → Q1 2026

ZECP Zacks Earnings Consistent Po Add +68.9% 15.46% +2.99
QUIZ Zacks QLTY Inter'l Fund Add +109.5% 7.12% +2.51
SMIZ Zacks Small/Mid Cap ETF Add +89.0% 7.17% +2.32
GROZ Zacks Focus Growth ETF Add +314.4% 3.09% +2.11
GOOG Alphabet Inc. Class C Add +124.1% 1.36% +0.63
VMBS Vanguard Mortgage-Backed Sec Add +85.7% 2.09% +0.50
SPIB SS SPDR P Int C Corp. ETF Add +90.9% 1.79% +0.46
AGG iShares Core U.S. Aggregate Add +50.4% 6.56% +0.45
NVDA Nvidia Corp. Add +46.2% 2.31% +0.42
MU Micron Technology Inc. New 0.37% +0.37
VEA Vanguard Ftse Developed ETF New 0.37% +0.37
BIL SS SPDR BB 1-3M T-Bill ETF New 0.35% +0.35
XOM Exxon Mobil Corp. New 0.32% +0.32
AMD Advanced Micro Devices New 0.31% +0.31
VGSH Vanguard Short-Term Treasury Add +65.8% 1.92% +0.29
VCSH Vanguard S/T Corp. Bond ETF Add +89.6% 1.10% +0.28
LRCX Lam Research Corp. New 0.25% +0.25
VONV Vanguard Russell 1000 Value Add +61.0% 1.27% +0.23
GE General Electric New 0.23% +0.23
BE Bloom Energy Corp. Class A New 0.23% +0.23
HD Home Depot Inc. New 0.22% +0.22
AMZN Amazon.com Inc. Add +37.7% 1.86% +0.22
MRK Merck & Co. Inc. New 0.21% +0.21
DE Deere & Co. New 0.21% +0.21
ASML ASML Holding NV-NY Reg SHS New 0.20% +0.20
GEV GE Vernova Inc. New 0.19% +0.19
AMAT Applied Materials Inc. Add +31.1% 0.54% +0.13
AVGO Broadcom Inc. Add +28.6% 0.65% +0.11
SOXX iShares Semiconductor ETF Add +0.1% 0.82% +0.09
ABBV Abbvie Inc. Add +65.8% 0.86% +0.08
SCHE Schwab Emrg Mrkts Eqty ETF Add +36.1% 1.80% +0.06
CSX CSX Corp. Add +18.1% 0.31% +0.01
META Meta Platforms Inc. Class A Add +58.6% 0.42% −0.01
PDBC Invesco Optimum Yield Divers Add +2.8% 0.62% −0.03
AAPL Apple Inc. Add +19.8% 2.67% −0.03
CVX Chevron Corp. Add +20.5% 0.39% −0.04
WMT Walmart Inc. Add +6.5% 0.26% −0.05
JPM JPMorgan Chase & Co. Add +12.7% 0.23% −0.06
SBUX Starbucks Corp. Add +0.1% 0.33% −0.06
WAB Wabtec Corp. Add +0.1% 0.37% −0.06
JNK SS SPDR BB High Yield Bond Add +0.3% 0.26% −0.10
NDSN Nordson Corp. Add +0.1% 0.32% −0.11
VUG Vanguard Mrngstar GR ETF-Sui Add +534.6% 0.58% −0.11
LLY Eli Lilly & Co. Add +7.0% 0.30% −0.11
XYL Xylem Inc. Add +0.1% 0.20% −0.13
SPSM SS SPDR P S&P 600 Small Cap Add +0.8% 0.55% −0.14
ISRG Intuitive Surgical Inc. Add +4.5% 0.25% −0.14
BRK.B Berkshire Hathaway Inc. Class B Add +23.1% 1.32% −0.15
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.52% −0.16
SYK Stryker Corp. Add +1.4% 0.25% −0.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 81$127.6MZECP, QUIZ, SMIZ, AGG, GROZ
Q1 2026 81$105.8MZECP, SMIZ, QUIZ, AGG, TSLA
Q4 2025 72$77.5MZECP, AGG, TSLA, SMIZ, QUIZ
Q3 2025 72$67.4MZECP, AGG, TSLA, VTI, IVV
Q2 2025 62$55.6MZECP, AGG, TSLA, VTI, IVV
Q1 2025 62$50.4MAGG, ZECP, TSLA, VTI, VEU
Q4 2024 62$50.4MTSLA, AGG, VTI, ZECP, VEU
Q3 2024 64$48.7MAGG, TSLA, VTI, VEU, IVV
Q2 2024 61$44.9MAGG, VTI, VEU, IVV, TSLA
Q1 2024 59$42.2MAGG, VTI, VEU, IVV, BND