Portfolio (Quarterly) Guide ↗

Christensen, King & Associates Investment Services, Inc.

· CIK 0002032544

13F Portfolio $252M AUM 108 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 1 Added 29 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VUG	VANGUARD INDEX FDS	—	1,207	$527K	0.23%	SOLD
2	FNDX	SCHWAB STRATEGIC TR	—	7,826	$218K	0.09%	SOLD
3	HDV	ISHARES TR	—	1,488	$202K	0.09%	SOLD

Sector Allocation

Technology 47.5%

Financial Services 24.1%

Healthcare 9.7%

Consumer Cyclical 8.4%

Consumer Defensive 3.2%

Industrials 3.0%

Communication Services 2.0%

Energy 2.0%