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Continental Advisors LLC

SEC CIK
0001277779
Latest filing
Jul 27, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
40
+5 vs. Q1 2023
Portfolio value
$113.2M
+$4.60M (+4.2%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Continental Advisors LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
UBERUber Technologies, IncStock222,372$9.60M8.5%−31,000−12.2%ReducedHistory
PFEPfizer IncStock194,692$7.14M6.3%+32,800+20.3%AddedHistory
VTRSViatris IncStock690,889$6.90M6.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock81,903$6.31M5.6%−16,500−16.8%ReducedHistory
COFCapital One Financial CorpStock54,810$5.99M5.3%+1,600+3.0%AddedHistory
IVZInvesco Ltd.Stock353,071$5.94M5.2%+10,000+2.9%AddedHistory
PRGOPERRIGO Co plcSHS137,778$4.68M4.1%−22,500−14.0%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP114,223$4.48M4.0%−4,000−3.4%Reduced–
CNNECannae Holdings, Inc.COM218,959$4.43M3.9%−2,566−1.2%ReducedHistory
CAHCardinal Health IncStock42,584$4.03M3.6%−43,110−50.3%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF44,000$3.57M3.2%00.0%Unchanged–
WFCWells Fargo & CompanyStock80,402$3.43M3.0%00.0%UnchangedHistory
WUWestern Union COStock289,161$3.39M3.0%+73,910+34.3%AddedHistory
SHELShell plcADR55,020$3.32M2.9%00.0%UnchangedHistory
iShares Inc46434G780MSCI SINGPOR ETF174,774$3.24M2.9%+162,100+1,279.0%Added–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS413,366$3.11M2.7%+43,566+11.8%AddedHistory
GSGoldman Sachs Group IncStock9,293$3.00M2.6%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF35,700$2.97M2.6%−6,500−15.4%Reduced–
TFCTruist Financial CorpCOM97,450$2.96M2.6%+40,000+69.6%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF56,300$2.78M2.5%−12,000−17.6%Reduced–
BKDBrookdale Senior Living Inc.COM609,340$2.57M2.3%−56,800−8.5%ReducedHistory
Barrick Gold Corp067901108COM145,267$2.46M2.2%−22,500−13.4%Reduced–
CCitigroup IncStock53,282$2.45M2.2%+12,500+30.7%AddedHistory
JPMJPMorgan Chase & CoStock16,635$2.42M2.1%−1,500−8.3%ReducedHistory
SCUSculptor Capital Management, Inc.COM CL A227,121$2.01M1.8%00.0%UnchangedHistory
FHIFederated Hermes, Inc.CL B39,880$1.43M1.3%−24,497−38.1%ReducedHistory
SSBSouthState Bank CorpCOM18,512$1.22M1.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM67,500$1.20M1.1%+67,500NewHistory
IBTXIndependent Bank Group, Inc.COM31,418$1.08M1.0%+31,418NewHistory
BACBank of America CorpStock34,438$988.0K0.9%00.0%UnchangedHistory
PROVProvident Financial Holdings IncCOM74,174$945.7K0.8%−4,502−5.7%ReducedHistory
RVSBRiverview Bancorp IncCOM99,209$500.0K0.4%00.0%UnchangedHistory
FBNCFirst BancorpCOM14,531$432.3K0.4%00.0%UnchangedHistory
UBSUBS Group AGStock21,285$431.4K0.4%+21,285NewHistory
SNVSynovus Financial CorpCOM NEW13,500$408.4K0.4%+13,500NewHistory
VanEck ETF Trust92189F106GOLD MINERS ETF12,573$378.6K0.3%00.0%Unchanged–
NTRSNorthern Trust CorpCOM5,000$370.7K0.3%+5,000NewHistory
VBTXVeritex Holdings, Inc.COM20,194$362.1K0.3%+20,194NewHistory
MRKMerck & Co., Inc.Stock2,000$230.8K0.2%−3,966−66.5%ReducedHistory
SNCEScience 37 Holdings, Inc.COM328,041$69.7K0.1%00.0%UnchangedHistory

Options (14)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Continental Advisors LLC in Q2 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$57.6M–
PFEPfizer IncStock–$11.5M
CCitigroup IncStock–$8.75M
WUWestern Union COStock–$7.84M
UBERUber Technologies, IncStock–$4.75M
WFCWells Fargo & CompanyStock–$4.27M
Barrick Gold Corp067901108COM–$3.47M
VTRSViatris IncStock–$2.36M
TFCTruist Financial CorpCOM–$2.25M
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS–$1.94M
COFCapital One Financial CorpStock–$1.75M
RFRegions Financial CorpCOM–$712.8K
IVZInvesco Ltd.Stock–$504.3K
State Street SPDR S&P Biotech ETF78464A870ETF–$416.0K

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Continental Advisors LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
Credit Suisse Group225401108SPONSORED ADR478,500$425.8K0.4%–