CONTINENTAL INVESTORS SERVICES, INC. - Portfolio overview

CONTINENTAL INVESTORS SERVICES, INC. has 87 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. ZECP - ZACKS TRUST, 15.24%
2. SMIZ - ZACKS TRUST, 7.07%
3. QUIZ - ZACKS TRUST, 7.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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