Christensen, King & Associates Investment Services 13F annual report

Christensen, King & Associates Investment Services is an investment fund managing more than $200 billion ran by Robin Gould. There are currently 38 companies in Mr. Gould’s portfolio. The largest investments include Schwab Strategic Tr and Ishares Tr, together worth $162 billion.

Limited to 30 biggest holdings

$200 billion Assets Under Management (AUM)

As of 1st August 2024, Christensen, King & Associates Investment Services’s top holding is 2,376,030 shares of Schwab Strategic Tr currently worth over $134 billion and making up 67.2% of the portfolio value. In addition, the fund holds 303,367 shares of Ishares Tr worth $27.4 billion. The third-largest holding is Vanguard Index Fds worth $8.25 billion and the next is Apple Inc worth $2.69 billion, with 12,750 shares owned.

Currently, Christensen, King & Associates Investment Services's portfolio is worth at least $200 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Christensen, King & Associates Investment Services

The Christensen, King & Associates Investment Services office and employees reside in Richland, Washington. According to the last 13-F report filed with the SEC, Robin Gould serves as the Chief Compliance Officer at Christensen, King & Associates Investment Services.

Recent trades

In the most recent 13F filing, Christensen, King & Associates Investment Services revealed that it had increased its stake in Ishares Tr and bought 6,665 additional shares worth around .

On the other hand, there are companies that Christensen, King & Associates Investment Services is getting rid of from its portfolio. Christensen, King & Associates Investment Services closed its position in Ishares Tr on 8th August 2024. It sold the previously owned 7,302 shares for $423 million. Robin Gould also disclosed a decreased stake in Schwab Strategic Tr by approximately 0.1%. This leaves the value of the investment at $134 billion and 2,376,030 shares.

One of the smallest hedge funds

The two most similar investment funds to Christensen, King & Associates Investment Services are Marshall & Sullivan Inc wa/ and Proathlete Wealth Management. They manage $200 billion and $200 billion respectively.

Robin Gould investment strategy

Christensen, King & Associates Investment Services’s portfolio is diversified across 7 sectors. Currently, their heaviest sector is Technology — making up 2.0% of the total portfolio value. The fund focuses on investments in the United States as 28.9% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 29% of the total holdings value. On the other hand, small-cap stocks make up only 2.6% of the portfolio. The average market cap of the portfolio companies is close to $641 billion.

The complete list of Christensen, King & Associates Investment Services trades based on 13F SEC filings

These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Schwab Strategic Tr	0.12% 2,376,030	$134,422,914,000	67.19%
Ishares Tr	2.25% 303,367	$27,416,220,000	13.70%
Vanguard Index Fds	2.98% 24,449	$8,245,886,000	4.12%
Apple Inc	3.46% 12,750	$2,685,380,000	1.34%
Vanguard World Fd	1.90% 18,680	$5,511,969,000	2.76%
NVIDIA Corp	981.21% 16,856	$2,082,392,000	1.04%
Vanguard Scottsdale Fds	3.77% 37,271	$2,921,380,000	1.46%
Microsoft Corporation	1.18% 3,184	$1,422,906,000	0.71%
Eli Lilly Co	No change 1,215	$1,100,037,000	0.55%
Vanguard Specialized Funds	14.07% 4,661	$850,842,000	0.43%
Vanguard Bd Index Fds	1.62% 19,095	$1,184,505,000	0.59%
Spdr Gold Tr	1.40% 3,528	$758,555,000	0.38%
Amazon.com Inc.	0.37% 3,782	$730,872,000	0.37%
Gamestop Corp New	2.88% 28,515	$704,035,000	0.35%
Spdr Index Shs Fds	1.61% 11,415	$693,817,000	0.35%
Vanguard Whitehall Fds	13.48% 5,759	$682,960,000	0.34%
Vanguard Mun Bd Fds	3.34% 12,719	$637,349,000	0.32%
VanEck ETF Trust	1.01% 22,103	$625,510,000	0.31%
Vanguard Intl Equity Index F	5.84% 12,473	$1,012,890,000	0.51%
Berkshire Hathaway Inc.	1.06% 1,312	$533,722,000	0.27%
Invesco Exch Traded Fd Tr Ii	0.94% 42,993	$496,572,000	0.25%
Costco Whsl Corp New	0.17% 581	$493,927,000	0.25%
Exxon Mobil Corp.	6.02% 4,229	$486,830,000	0.24%
Vanguard Charlotte Fds	8.38% 7,968	$387,803,000	0.19%
Illinois Tool Wks Inc	11.85% 1,280	$303,309,000	0.15%
Abbvie Inc	0.12% 1,653	$283,440,000	0.14%
Chevron Corp.	4.52% 1,795	$280,774,000	0.14%
Select Sector Spdr Tr	4.24% 5,956	$555,086,000	0.28%
First Tr Exchange Traded Fd	2.65% 2,677	$279,843,000	0.14%
Mcdonalds Corp	No change 1,070	$272,802,000	0.14%
Abbott Labs	0.08% 2,612	$271,386,000	0.14%
Ishares U S Etf Tr	0.54% 5,386	$271,070,000	0.14%
Ishares Gold Tr	No change 6,099	$267,929,000	0.13%
Alphabet Inc	1.48% 1,374	$250,212,000	0.13%
Ishares Inc	7.75% 6,685	$247,964,000	0.12%
Advanced Micro Devices Inc.	2.76% 1,524	$247,208,000	0.12%
Procter And Gamble Co	1.27% 1,402	$231,226,000	0.12%
Ishares Tr	Closed 7,302	$422,646,000
Williams-Sonoma, Inc.	Closed 681	$216,238,000
Home Depot, Inc.	0.16% 618	$212,674,000	0.11%
Visa Inc	Closed 724	$201,933,000
No transactions found
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