Portfolio (Quarterly) Guide ↗

Christensen, King & Associates Investment Services, Inc.

· CIK 0002032544

13F Portfolio $233M AUM 105 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 32 Added 27 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPY	SPDR S&P 500 ETF TR	Financial Services	372	$254K	0.11%	SOLD
2	VWO	VANGUARD INTL EQUITY INDEX F	—	3,859	$207K	0.09%	SOLD
3	EFA	ISHARES TR	—	2,122	$204K	0.09%	SOLD

Sector Allocation

Technology 44.4%

Financial Services 24.9%

Healthcare 9.5%

Consumer Cyclical 8.9%

Consumer Defensive 4.1%

Energy 3.3%

Industrials 2.8%

Communication Services 1.9%