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

Christensen, King & Associates Investment Services, Inc. disclosed 124 stock positions in a recent SEC 13F filing. $276,161,108 of stock holdings were filed, with the largest holdings including SCHX, SCHB, and SCHD. This filing represented positions held on Sept. 30, 2026, and was filed today.

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:

Sept. 30, 2026

No. of Stocks:

124

Est. Stock Holding Value:

$276,161,108

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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