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  Name: CONTINENTAL INVESTORS SERVICES INC.
  City: LONGVIEW
  State: WA
  Zip: 98632-7552
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $42,218,000
  Total Value Change : $3,717,000
  Securities Held Change : 5
   
All Securities Held : 59
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 41
  Unchanged Positions : 7
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SMIZ)1 Year Chart         SMIZ Zacks Small/mid Cap Etf 30 New $0.00 $398,000 12,678 0.94% 398,000 12,678 0.141    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 39 New $0.00 $332,000 4,492 0.79% 332,000 4,492 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 54 New $80.08 $223,000 2,781 0.53% 223,000 2,781 0.001    N/A
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 58 New $163.38 $211,000 1,458 0.5% 211,000 1,458 0.001    Auto Parts
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 59 New $212.08 $207,000 992 0.49% 207,000 992 0    Semiconductor Equipme...

      5 Records Found
  1    
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