StockDriftsStockDriftsTop 50 Christensen King & Associates Investment Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.57% | 1.16M | $34.7M | +1.24%(+14.22K) | $18.09(+65.99%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 6.46% | 609.1K | $17.9M | +2.35%(+13.96K) | $17.88(+64.08%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.08% | 516.2K | $16.8M | +6.45%(+31.30K) | $24.95(+41.91%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.52% | 424.5K | $15.3M | +1.37%(+5.74K) | $19.80(+76.48%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.97% | 499.6K | $13.7M | +3.79%(+18.23K) | $18.20(+47.71%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.78% | 404.7K | $13.2M | -0.38%(-1.56K) | $22.28(+46.61%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.62% | 577.7K | $12.8M | +6.20%(+33.73K) | $22.76(-1.34%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 4.3% | 349.2K | $11.9M | +0.94%(+3.25K) | $24.08(+44.25%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.53% | 292.3K | $9.7M | +6.76%(+18.50K) | $23.31(+48.31%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.38% | 9.4K | $6.6M | -1.53%(-146) | $436.79(+62.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.78% |
Christensen King & Associates Investment Services INC reports $276.16M in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (12.6%), SCHB (6.5%) and SCHD (6.1%). The top 20 holdings account for 71.62% of reported assets. Its disclosed equity book has returned +37.52% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Christensen King & Associates Investment Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032544). View Christensen King & Associates Investment Services INC’s 13F filings on SEC