Christensen, King & Associates Investment Services, Inc.
CIK 2032544 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $251.7M
- Positionen
- 108
- Stand
- 30. Juni 2026
#5.715 von 9.443 nach 13F-Wert · Top 60.5%
Portfolio-Wert QoQ: +8.0% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 59,53%
- Gewichtung der Top-25-Positionen
- 80,41%
- Positionen über 1%
- 21
- Effektive Anzahl von Positionen
- 21,4
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 0,64% Geschätzte Käufe $1.539.973 · Verkäufe $4.879.651
Median-Haltezeit: 7,0 Quartale Verfolgt Q4 2024–Q2 2026 · 93,1% noch gehalten
- Neue Positionen
- 6
- Erhöht
- 2
- Abgenommen
- 32
- Geschlossen
- 3
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Sektoraufschlüsselung
Technology
4,1%
Retail
1,1%
Healthcare
0,9%
Industrials
0,3%
Communication Services
0,2%
Energy
0,2%
Consumer Discretionary
0,2%
Financial Services
0,1%
Sonstige/Nicht zugeordnet
93,1%
Gesamtportfolio 108 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $33.624.775 | 13,36% | 1.142.534 | $4.155.271 | Ab ×1 | ||
| SCHB | $17.235.649 | 6,85% | 595.154 | $1.807.414 | Ab ×6 | ||
| SCHD | $15.376.233 | 6,11% | 484.902 | $89.833 | Ab ×1 | ||
| SCHA | $14.679.104 | 5,83% | 406.286 | $2.585.038 | Ab ×2 | ||
| SCHG | $14.171.216 | 5,63% | 418.771 | $1.511.290 | Ab ×6 | ||
| SCHF | $13.334.701 | 5,30% | 481.397 | $1.266.924 | Ab ×5 | ||
| SCHM | $12.753.790 | 5,07% | 345.912 | $1.761.234 | Ab ×1 | ||
| SCHZ | $12.583.097 | 5,00% | 544.016 | $-101.607 | Ab ×1 | ||
| SCHV | $9.531.193 | 3,79% | 273.806 | $905.294 | Ab ×1 | ||
| VOO | $6.542.357 | 2,60% | 9.526 | $850.266 | |||
| SCHR | $5.378.389 | 2,14% | 218.102 | $-149.256 | Ab ×1 | ||
| SCHE | $4.552.311 | 1,81% | 125.546 | $403.413 | Ab ×6 | ||
| IOO | $4.542.466 | 1,80% | 33.254 | $475.817 | Ab ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $4.345.063 | 1,73% | 36.995 | $-92.356 | Ab ×5 | ||
| SCHO | $4.305.329 | 1,71% | 178.348 | $-106.030 | Ab ×1 | ||
| SCHP | $3.999.767 | 1,59% | 150.935 | $-120.291 | Ab ×1 | ||
| VTI | $3.912.807 | 1,55% | 10.574 | $520.559 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $3.620.797 | 1,44% | 38.287 | $-33.310 | |||
| AAPL Apple Inc. - Common Stock | $3.417.319 | 1,36% | 11.810 | $397.999 | Ab ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3.088.952 | 1,23% | 4.195 | $667.874 | |||
| NVDA NVIDIA Corporation - Common Stock | $2.668.705 | 1,06% | 13.338 | $342.654 | Auf ×1 | ||
| AGG | $2.465.129 | 0,98% | 24.905 | $-17.248 | Ab ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $2.387.788 | 0,95% | 29.080 | $-13.377 | |||
| SCHC | $2.013.724 | 0,80% | 41.848 | $57.750 | |||
| IVV | $1.857.829 | 0,74% | 2.481 | $237.361 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1.749.557 | 0,70% | 20.245 | $-20.724 | Ab ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1.734.810 | 0,69% | 21.951 | $-75.918 | Ab ×1 | ||
| VIG | $1.654.122 | 0,66% | 6.991 | $150.718 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.596.202 | 0,63% | 19.313 | $-38.759 | Ab ×1 | ||
| IJR | $1.537.547 | 0,61% | 10.367 | $236.752 | Ab ×1 | ||
| IJH | $1.340.168 | 0,53% | 17.380 | $166.500 | |||
| LLY Eli Lilly and Company Common Stock | $1.337.364 | 0,53% | 1.115 | $311.820 | |||
| MSFT Microsoft Corporation - Common Stock | $1.303.556 | 0,52% | 3.495 | $9.959 | |||
| GLD | $1.241.441 | 0,49% | 3.370 | $-208.636 | |||
| IJS | $1.164.427 | 0,46% | 8.519 | $155.308 | |||
| VYM | $1.147.656 | 0,46% | 7.262 | $38.946 | Ab ×1 | ||
| BND Vanguard Total Bond Market ETF | $1.119.492 | 0,44% | 15.250 | $-3.508 | |||
| VHT | $1.119.445 | 0,44% | 3.744 | $99.885 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.012.230 | 0,40% | 4.247 | $127.707 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $1.010.770 | 0,40% | 5.659 | $191.797 | |||
| VDC | $1.009.859 | 0,40% | 4.479 | $-13.263 | Ab ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $943.398 | 0,37% | 1.624 | $613.028 | |||
| TIP | $906.018 | 0,36% | 8.279 | $-7.700 | |||
| VT | $831.342 | 0,33% | 5.297 | $98.680 | |||
| VPU | $816.971 | 0,32% | 4.174 | $-10.059 | |||
| SPGM | $805.974 | 0,32% | 9.408 | $52.895 | Ab ×3 | ||
| VEU | $759.581 | 0,30% | 9.070 | $78.452 | |||
| GME GameStop Corporation Common Stock | $743.500 | 0,30% | 33.673 | $-32.326 | |||
| SCHH | $707.512 | 0,28% | 29.878 | $-5.119 | Ab ×3 | ||
| VUSB | $693.485 | 0,28% | 13.931 | $-70 | |||
| BRKB | $689.537 | 0,27% | 1.378 | $29.199 | |||
| SCHI | $632.121 | 0,25% | 27.921 | $-1.117 | |||
| XT iShares Future Exponential Technologies ETF | $580.992 | 0,23% | 7.031 | $101.817 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $578.917 | 0,23% | 4.962 | $-146.924 | |||
| PGX | $575.328 | 0,23% | 53.075 | $-13.704 | Ab ×2 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $563.639 | 0,22% | 19.276 | $10.024 | |||
| VB | $550.449 | 0,22% | 1.816 | $74.817 | |||
| IVW | $547.134 | 0,22% | 3.978 | $97.150 | |||
| ABBV AbbVie Inc. Common Stock | $522.129 | 0,21% | 2.075 | $70.858 | |||
| VCR | $518.024 | 0,21% | 1.306 | $49.085 | |||
| IWR | $504.449 | 0,20% | 4.573 | $59.855 | |||
| BNDX Vanguard Total International Bond ETF | $501.921 | 0,20% | 10.364 | $3.939 | |||
| AMAT Applied Materials, Inc. - Common Stock | $493.991 | 0,20% | 683 | $260.463 | |||
| COST Costco Wholesale Corporation - Common Stock | $457.783 | 0,18% | 489 | $-29.831 | |||
| VTV | $451.087 | 0,18% | 2.070 | $44.978 | |||
| SCHJ | $448.892 | 0,18% | 18.203 | $-29.502 | Ab ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $443.026 | 0,18% | 1.240 | $86.542 | |||
| MUNI | $440.262 | 0,17% | 8.370 | $3.432 | |||
| XOM Exxon Mobil Corporation Common Stock | $428.237 | 0,17% | 3.132 | $-170.870 | Ab ×3 | ||
| VGT | $425.319 | 0,17% | 3.559 | $-2.070.373 | Ab ×2 | ||
| PFF iShares Preferred and Income Securities ETF | $417.748 | 0,17% | 13.701 | $2.329 | |||
| IAU | $393.332 | 0,16% | 5.209 | $-65.893 | |||
| XLU XLU | $373.420 | 0,15% | 8.236 | $-4.530 | |||
| CAT Caterpillar, Inc. Common Stock | $372.715 | 0,15% | 350 | $124.754 | |||
| IUSV iShares Core S&P U.S. Value ETF | $372.596 | 0,15% | 3.383 | $26.723 | |||
| VTEB | $364.560 | 0,14% | 7.208 | $104.953 | Auf ×2 | ||
| ISCB | $360.686 | 0,14% | 4.777 | $49.762 | |||
| MUB | $346.585 | 0,14% | 3.220 | $4.735 | |||
| MU Micron Technology, Inc. - Common Stock | $345.312 | 0,14% | 299 | Auf ×1 | |||
| IYH | $342.514 | 0,14% | 5.111 | $27.448 | |||
| FXH | $311.739 | 0,12% | 2.547 | $32.167 | |||
| IWD | $306.834 | 0,12% | 1.266 | $36.400 | |||
| LQD | $303.667 | 0,12% | 2.784 | $223 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $292.987 | 0,12% | 6.072 | $-1.275 | |||
| ITW Illinois Tool Works Inc. Common Stock | $284.264 | 0,11% | 1.051 | $10.699 | |||
| V Visa Inc. | $282.862 | 0,11% | 824 | $33.679 | |||
| IEFA | $280.039 | 0,11% | 2.900 | $17.542 | |||
| XLV XLV | $278.448 | 0,11% | 1.755 | $21.147 | |||
| VXUS Vanguard Total International Stock ETF | $278.355 | 0,11% | 3.256 | $27.285 | |||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $276.690 | 0,11% | 1.187 | $60.264 | |||
| TSLA Tesla, Inc. - Common Stock | $271.708 | 0,11% | 646 | $31.557 | |||
| IBM International Business Machines Corporation Common Stock | $270.805 | 0,11% | 963 | $37.383 | |||
| MCD McDonald's Corporation Common Stock | $262.142 | 0,10% | 970 | $-39.257 | |||
| EWC | $255.128 | 0,10% | 4.426 | $-83.323 | Ab ×3 | ||
| NEAR | $253.202 | 0,10% | 4.998 | $-31.223 | Ab ×1 | ||
| INTC Intel Corporation - Common Stock | $248.190 | 0,10% | 1.777 | Auf ×1 | |||
| IDV | $247.848 | 0,10% | 5.982 | $-6.760 | |||
| IYE | $244.430 | 0,10% | 4.319 | $-35.332 | |||
| ABT Abbott Laboratories Common Stock | $240.155 | 0,10% | 2.647 | $-31.574 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $230.280 | 0,09% | 2.413 | $21.232 | |||
| Keine Treffer | |||||||
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| SCHX | Reduziert | -7K | +$4.2M |
| SCHA | Reduziert | -10K | +$2.6M |
| SCHB | Reduziert | -20K | +$1.8M |
| SCHM | Reduziert | -9K | +$1.8M |
| SCHG | Reduziert | -16K | +$1.5M |
| SCHF | Reduziert | -6K | +$1.3M |
| SCHV | Reduziert | -9K | +$905K |
| VOO | Nur Kursbewegung | +0 | +$850K |
| QQQ | Nur Kursbewegung | +0 | +$668K |
| AMD | Nur Kursbewegung | +0 | +$613K |
1 Position ausgeblendet (Datenvollständigkeitsprüfung)
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| VUG | 30. Juni 2026 | 1.207 | $527.206 | Nicht mehr verfolgt |
| HDV | 31. Dezember 2025 | 2.846 | $348.553 | Nicht mehr verfolgt |
| ORCL | 31. Dezember 2025 | 958 | $269.428 | -24,9% |
| SPY | 31. März 2026 | 372 | $253.515 | Nicht mehr verfolgt |
| FNDX | 30. Juni 2026 | 7.826 | $217.948 | Nicht mehr verfolgt |
| CVX | 30. Juni 2025 | 1.284 | $213.067 | 44,3% |
| HD | 30. Juni 2025 | 590 | $212.809 | -8,5% |
| GBTC | 31. Dezember 2025 | 2.367 | $212.486 | Nicht mehr verfolgt |
| HD | 31. Dezember 2025 | 523 | $212.002 | -2,5% |
| VWO | 31. März 2026 | 3.859 | $207.460 | Nicht mehr verfolgt |
| EFA | 31. März 2026 | 2.122 | $203.817 | Nicht mehr verfolgt |
| PG | 30. September 2025 | 1.277 | $203.502 | -6,7% |
| HDV | 30. Juni 2026 | 1.488 | $201.947 | Nicht mehr verfolgt |