1y return+17.7%S&P 500 +20.9%
3y return+49.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $128 against $157 in the S&P 500.2
Continental Investors Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ZECPZacks Trust | $22.9M | 17.9% | +31.9% |
| QUIZZacks Trust | $11.0M | 8.6% | +42.8% |
| SMIZZacks Trust | $10.6M | 8.3% | +36.4% |
| AGGIshares Tr | $10.5M | 8.2% | +53.3% |
| GROZZacks Trust | $5.8M | 4.5% | +69.7% |
| TSLATesla Inc | $3.0M | 2.4% | +2.0% |
| AAPLApple Inc | $3.0M | 2.3% | |
| SPIBSpdr Series Trust | $2.9M | 2.3% | +55.9% |
| NVDANvidia Corporation | $2.7M | 2.2% | +12.4% |
| VMBSVanguard Scottsdale Fds | $2.7M | 2.1% | +22.8% |
| SCHESchwab Strategic Tr | $2.7M | 2.1% | +40.0% |
| VGSHVanguard Scottsdale Fds | $2.6M | 2.1% | +30.9% |
| MSFTMicrosoft Corp | $2.3M | 1.8% | |
| AMZNAmazon Com Inc | $2.2M | 1.7% | +11.7% |
| VEUVanguard Intl Equity Index F | $2.2M | 1.7% | +6.0% |
| IVVIshares Tr | $2.1M | 1.6% | |
| GOOGLAlphabet Inc | $2.0M | 1.6% | +1.6% |
| VCSHVanguard Scottsdale Fds | $1.8M | 1.4% | +53.0% |
| ZINCZacks Trust | $1.6M | 1.2% | New |
| COSTCostco Wholesale Corporation | $1.5M | 1.2% | |
| BRK/BBerkshire Hathaway Inc Del | $1.5M | 1.2% | +1.7% |
| GOOGAlphabet Inc | $1.4M | 1.1% | +2.9% |
| ABBVAbbvie Inc | $1.2M | 0.9% | +5.0% |
| IJHIshares Tr | $1.1M | 0.8% | +1.9% |
| NFLXNetflix Inc. | $1.0M | 0.8% | −7.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $2.7M |
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $776K |
| SOXXIshares Tr | June 30, 2023 | +279.0% | $881K |
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $671K |
| TPLTexas Pacific Land Corporati | December 31, 2021 | +215.4% | $814K |
| GOOGAlphabet Inc | June 30, 2023 | +192.1% | $1.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $2.0M |
| ABBVAbbvie Inc | December 31, 2021 | +85.8% | $1.2M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $1.5M |
| COSTCostco Wholesale Corporation | December 31, 2021 | +64.8% | $1.5M |
Sold off last quarter
- VONVVanguard Scottsdale Fds was $1.3M
- CGMUCapital Grp Fixed Incm Etf T was $562K
- CGDVCapital Group Dividend Value was $476K
- CGDGCapital Group Dividend Growe was $421K
- Exxon Mobil CorpCUSIP 30231G102 was $343K
- CGGECapital Group Global Equity was $260K
- GEVGe Vernova Inc was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +8.0% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +8.0% | +7.0% |
| December 31, 2022 | −1.0% | +7.1% |
| September 30, 2022 | −2.4% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Continental Investors Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=883634&type=13F-HR&dateb=&owner=include&count=40CIK 883634
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/883634/000175496026000763/Filed August 13, 2026 · accession 0001754960-26-000763