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Continental Advisors LLC

SEC CIK
0001277779
Latest filing
Jul 27, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
37
−3 vs. Q2 2023
Portfolio value
$110.7M
−$2.53M (−2.2%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Continental Advisors LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
UBERUber Technologies, IncStock224,148$10.3M9.3%+1,776+0.8%AddedHistory
PFEPfizer IncStock250,292$8.30M7.5%+55,600+28.6%AddedHistory
VTRSViatris IncStock631,389$6.23M5.6%−59,500−8.6%ReducedHistory
GILDGilead Sciences, Inc.Stock81,903$6.14M5.5%00.0%UnchangedHistory
COFCapital One Financial CorpStock62,810$6.10M5.5%+8,000+14.6%AddedHistory
IVZInvesco Ltd.Stock329,071$4.78M4.3%−24,000−6.8%ReducedHistory
WUWestern Union COStock359,090$4.73M4.3%+69,929+24.2%AddedHistory
CNNECannae Holdings, Inc.COM223,535$4.17M3.8%+4,576+2.1%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP98,223$4.15M3.7%−16,000−14.0%Reduced–
PRGOPERRIGO Co plcSHS125,778$4.02M3.6%−12,000−8.7%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF43,000$3.89M3.5%−1,000−2.3%Reduced–
CAHCardinal Health IncStock42,584$3.70M3.3%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS340,866$3.48M3.1%−72,500−17.5%ReducedHistory
WFCWells Fargo & CompanyStock84,406$3.45M3.1%+4,004+5.0%AddedHistory
SHELShell plcADR51,520$3.32M3.0%−3,500−6.4%ReducedHistory
iShares Inc46434G780MSCI SINGPOR ETF164,774$3.02M2.7%−10,000−5.7%Reduced–
GSGoldman Sachs Group IncStock9,293$3.01M2.7%00.0%UnchangedHistory
FHIFederated Hermes, Inc.CL B86,542$2.93M2.6%+46,662+117.0%AddedHistory
TFCTruist Financial CorpCOM99,450$2.85M2.6%+2,000+2.1%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF37,200$2.72M2.5%+1,500+4.2%Added–
BKDBrookdale Senior Living Inc.COM579,989$2.40M2.2%−29,351−4.8%ReducedHistory
JPMJPMorgan Chase & CoStock15,635$2.27M2.0%−1,000−6.0%ReducedHistory
Barrick Gold Corp067901108COM145,267$2.11M1.9%00.0%Unchanged–
CCitigroup IncStock49,434$2.03M1.8%−3,848−7.2%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF38,300$1.82M1.6%−18,000−32.0%Reduced–
NTRSNorthern Trust CorpCOM25,801$1.79M1.6%+20,801+416.0%AddedHistory
SSBSouthState Bank CorpCOM18,512$1.25M1.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM67,500$1.16M1.0%00.0%UnchangedHistory
IBTXIndependent Bank Group, Inc.COM24,918$985.5K0.9%−6,500−20.7%ReducedHistory
PROVProvident Financial Holdings IncCOM68,210$892.9K0.8%−5,964−8.0%ReducedHistory
BACBank of America CorpStock24,438$669.1K0.6%−10,000−29.0%ReducedHistory
RVSBRiverview Bancorp IncCOM99,209$551.6K0.5%00.0%UnchangedHistory
FBNCFirst BancorpCOM14,531$408.9K0.4%00.0%UnchangedHistory
VBTXVeritex Holdings, Inc.COM20,194$362.5K0.3%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF12,573$338.3K0.3%00.0%Unchanged–
UBSUBS Group AGStock8,163$201.2K0.2%−13,122−61.6%ReducedHistory
SNCEScience 37 Holdings, Inc.COM445,672$178.3K0.2%+117,631+35.9%AddedHistory

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 Q3 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$26.9M–
PFEPfizer IncStock–$12.8M
CCitigroup IncStock–$11.1M
WUWestern Union COStock–$5.51M
VTRSViatris IncStock–$4.34M
iShares Tr464287234MSCI EMG MKT ETF–$3.79M
WFCWells Fargo & CompanyStock–$3.51M
TFCTruist Financial CorpCOM–$3.30M
Barrick Gold Corp067901108COM–$2.18M
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS–$1.59M
State Street SPDR S&P Biotech ETF78464A870ETF–$730.2K
RFRegions Financial CorpCOM–$688.0K
COFCapital One Financial CorpStock–$388.2K
IVZInvesco Ltd.Stock–$145.2K

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Continental Advisors LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
SCUSculptor Capital Management, Inc.COM CL A227,121$2.01M1.8%History
SNVSynovus Financial CorpCOM NEW13,500$408.4K0.4%History
MRKMerck & Co., Inc.Stock2,000$230.8K0.2%History