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CONTINENTAL INVESTORS SERVICES, INC.
RIA/Wealth
CONTINENTAL INVESTORS SERVICES, INC. is a RIA/Wealth based in Longview, WA led by Max Bryan Kamp, reporting $169.9M in AUM as of Q3 2025 with 59% ETF concentration.
CEOMax Bryan Kamp
- Portfolio Value
- $65.3M
- Positions
- 70
- Top Holding
- ZECP at 8.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CONTINENTAL INVESTORS SERVICES, INC.'s portfolio (45.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.8M | 8.84% | +$1.7M Bought | — 170.8K shares | |
ETF ETF | $4.2M | 6.46% | +$720.5K Bought | — 41.7K shares | |
Auto - Manufacturers Consumer Cyclical | $3.9M | 6.03% | -$125.4K Sold | 0.00% 9.0K shares | |
ETF ETF | $3.0M | 4.60% | -$9.5K Sold | — 9.2K shares | |
ETF ETF | $2.2M | 3.39% | -$367.2K Sold | — 3.3K shares | |
ETF ETF | $2.2M | 3.37% | -$14.6K Sold | — 29.4K shares | |
ETF ETF | $2.2M | 3.30% | -$414.9K Sold | — 29.9K shares | |
ETF ETF | $2.1M | 3.27% | +$613.8K Bought | — 58.0K shares | |
ETF ETF | $2.0M | 3.14% | -$23.6K Sold | — 27.6K shares | |
Consumer Electronics Technology | $2.0M | 3.05% | +$29.7K Bought | 0.00% 7.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CONTINENTAL INVESTORS SERVICES, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+88.88% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-74.82% | |
-16.14% | |
-14.24% | |
-12.77% |
Analytics
Portfolio insights and performance metrics for CONTINENTAL INVESTORS SERVICES, INC.
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