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Christensen, King & Associates Investment Services, Inc. - Portfolio Stock Holdings

Christensen, King & Associates Investment Services, Inc. disclosed 111 stock positions in a recent SEC 13F filing. $251,703,480 of stock holdings were filed, with the largest holdings including SCHX, SCHB, and SCHD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $294,261,730 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

111

Est. Stock Holding Value:

$251,703,480

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Christensen, King & Associates Investment Services, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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