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CONTINENTAL ADVISORS LLC

SEC Form 13F institutional filer · CIK 0001277779

13F-HR · 23 reported holdings · 2026-03-31

Reported long-US-equity value

$0.10B

Top-10 concentration

64.8%

CONTINENTAL ADVISORS LLC — $101M AUM allocation strategy

CONTINENTAL ADVISORS LLC files SEC Form 13F and reports $101M of long US equity value across 23 reported holdings for 2026-03-31.

Its largest sector bet is Financials 42.0%, followed by Health Care 34.0% and Industrials 5.6%.

The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

CONTINENTAL ADVISORS LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$101M

total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

65% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$BAX$COF

+$BAX +140K sh · +$2.21M+$COF +2.1K sh · −$1.49M

Biggest trims (shares)

$XLE$TFC$VTRS

−$XLE −35K sh · −$936K−$TFC −21.5K sh · −$1.51M−$VTRS −18.8K sh · +$708K

Added from nil (new positions)

$KHC$FISV$FIS$DVA

4 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

Financials 42%Health Care 34%Industrials 6%ETFs 5%Consumer Staples 5%Consumer Discretionary 4%Other holdings 4%SECTORS
  • $XLFFinancials42.0%
  • $XLVHealth Care34.0%
  • $XLIIndustrials5.6%
  • ETFs5.1%
  • $XLPConsumer Staples5.0%
  • $XLYConsumer Discretionary4.3%
  • Other holdings4.0%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Pharmaceuticals 27%Diversified Banks 20%Consumer Finance 6%Passenger Ground Transportation 6%Asset Management & Custody Banks 5%Packaged Foods & Meats 5%Regional Banks 5%Casinos & Gaming 4%Other holdings 22%INDUSTRIES
  • Pharmaceuticals26.8%
  • Diversified Banks19.9%
  • Consumer Finance6.1%
  • Passenger Ground Transportation5.6%
  • Asset Management & Custody Banks5.4%
  • Packaged Foods & Meats5.0%
  • Regional Banks4.5%
  • Casinos & Gaming4.3%
  • Other holdings22.5%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$VTRSViatris Inc889K$12M-18.8K11.9%
$PFEPfizer Inc386K$10.9M-14.5K10.7%
$TFCTruist Financial Corporation140K$6.42M-21.5K6.3%
$COFCapital One Financial Corporation33.4K$6.09M+2.1K6.0%
$UBERUber Technologies Inc78.5K$5.65M+05.6%
$CCitigroup Inc48.4K$5.49M-5.5K5.4%
$WFCWells Fargo & Company63.6K$5.06M-2.5K5.0%
$KHCThe Kraft Heinz Company225K$5.05M5.0%
$RFRegions Financial Corporation175K$4.57M-2K4.5%
$LVSLas Vegas Sands Corp81.8K$4.41M+04.4%

…and 13 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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