Christensen, King & Associates Investment Services, Inc. - Portfolio overview
Christensen, King & Associates Investment Services, Inc. has 110 reported holdings in this dataset, with the latest filing dated 2026-04-20.
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
- SCHX - SCHWAB STRATEGIC TR, 12.58%
- SCHB - SCHWAB STRATEGIC TR, 6.59%
- SCHD - SCHWAB STRATEGIC TR, 6.53%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.