Connable Office Inc holds a focused book of 231 stocks worth $1.1B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Western Digital Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 25% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Connable Office Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Connable Office Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $887.6B |
| MORGAN STANLEY | 80 / 80 | $622.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $607.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $435.3B |
| NORTHERN TRUST CORP | 80 / 80 | $335.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $226.7B |
| Bank of New York Mellon Corp | 80 / 80 | $216.8B |
Ranked by how many of Connable Office Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF Trust Com | $287.0M | 384.3K | 25.3% | ▼−0.6% Reduced · −2K sh | |
| 2 | Vanguard FTSE Developed Markets ETF Com | $86.9M | 1.22M | 7.7% | ▼−3.2% Reduced · −40K sh | |
| 3 | iShares Core MSCI Emerging Markets ETF Com | $82.5M | 995.4K | 7.3% | ▼−4.1% Reduced · −42K sh | |
| 4 | iShares MSCI Emerging Markets ETF Com | $65.7M | 961.0K | 5.8% | ▼−6.2% Reduced · −63K sh | |
| 5 | FlexShares Mstar Glbl Upstream Nat Res ETF Com | $56.9M | 1.16M | 5.0% | ▼−4.2% Reduced · −51K sh | |
| 6 | WisdomTree US Quality Dividend Growth Fund Com | $50.7M | 530.3K | 4.5% | ▲+1.6% Added · +8K sh | |
| 7 | iShares US Real Estate ETF Com | $31.6M | 309.3K | 2.8% | ▲+0.7% Added · +2K sh | |
| 8 | iShares Core US Aggregate Bond Com | $25.3M | 255.5K | 2.2% | ▲+6.4% Added · +15K sh | |
| 9 | Nvidia Corp Com | $20.1M | 100.2K | 1.8% | ▲+6.9% Added · +6K sh | |
| 10 | Vanguard Russell 1000 Growth ETF Com | $16.5M | 129.0K | 1.5% | ▼~0% Reduced · −1 sh | |
| 11 | Apple Inc Com | $15.9M | 54.8K | 1.4% | ▲+4.7% Added · +2K sh | |
| 12 | Dimensional US Small Cap ETF Com | $15.2M | 184.6K | 1.3% | ▲+0.8% Added · +1K sh | |
| 13 | iShares MSCI Eurozone ETF Com | $14.8M | 213.4K | 1.3% | ▲+1.5% Added · +3K sh | |
| 14 | iShares National Muni Bond ETF Com | $14.4M | 133.6K | 1.3% | ▲+80% Added · +59K sh | |
| 15 | Microsoft Corp Com | $13.2M | 35.5K | 1.2% | ▲+1.2% Added · +416 sh | |
| 16 | VG Short-Term Inflation Protected Sec ETF Com | $11.1M | 221.7K | 1.0% | ▲+1.7% Added · +4K sh | |
| 17 | Vanguard S&P 500 ETF Com | $9.2M | 13.4K | 0.8% | ▼−0.6% Reduced · −85 sh | |
| 18 | iShares MSCI USA Quality Factor ETF Com | $8.9M | 40.4K | 0.8% | ▼−7.0% Reduced · −3K sh | |
| 19 | Amazon.com Inc Com | $8.8M | 36.8K | 0.8% | ▲+1.7% Added · +622 sh | |
| 20 | KLA Corporation Com | $8.3M | 27.4K | 0.7% | ▲+643% Added · +24K sh | |
| 21 | Alphabet Inc Cl A Com | $8.2M | 23.0K | 0.7% | ▲+3.9% Added · +869 sh | |
| 22 | Broadcom Inc Com | $7.1M | 18.8K | 0.6% | ▲+1.9% Added · +348 sh | |
| 23 | Alphabet Inc Cl C Com | $7.0M | 19.9K | 0.6% | ▼−0.7% Reduced · −134 sh | |
| 24 | JPMorgan Chase & Company Com | $6.7M | 20.4K | 0.6% | ▲+1.1% Added · +219 sh | |
| 25 | iShares TIPS Bond ETF Com | $6.3M | 57.3K | 0.6% | ▲+2.5% Added · +1K sh | |
| 26 | Palo Alto Networks Inc Com | $6.0M | 17.7K | 0.5% | ▲+0.4% Added · +72 sh | |
| 27 | Mastercard Inc Com | $5.9M | 11.6K | 0.5% | ▲+1.5% Added · +170 sh | |
| 28 | iShares MSCI ACWI Index Fund ex US Com | $5.9M | 77.5K | 0.5% | ▲+29% Added · +18K sh | |
| 29 | Vanguard Extended Market ETF Com | $5.8M | 23.5K | 0.5% | ▲+7.3% Added · +2K sh | |
| 30 | Linde PLC Com | $5.6M | 10.8K | 0.5% | ▲+0.5% Added · +56 sh | |
| 31 | Vanguard Morningstar Small Cap ETF Com | $5.6M | 18.4K | 0.5% | ▼−1.5% Reduced · −280 sh | |
| 32 | Eli Lilly & Company Com | $5.1M | 4.3K | 0.5% | ▲+2.8% Added · +115 sh | |
| 33 | Tesla Inc Com | $5.0M | 11.9K | 0.4% | ▲+0.4% Added · +52 sh | |
| 34 | Taiwan Semiconductor Manufacturing Co Ltd Com | $4.9M | 10.3K | 0.4% | ▲+0.1% Added · +13 sh | |
| 35 | RTX Corp Com | $4.4M | 23.2K | 0.4% | ▲+1.2% Added · +286 sh | |
| 36 | Meta Platforms Inc Com | $4.3M | 7.7K | 0.4% | ▲+3.7% Added · +275 sh | |
| 37 | iShares Russell 1000 ETF Com | $4.2M | 10.2K | 0.4% | ▼−0.1% Reduced · −8 sh | |
| 38 | Analog Devices Inc Com | $4.1M | 10.3K | 0.4% | ▲+56% Added · +4K sh | |
| 39 | Seagate Technology Holdings PLC Com | $3.9M | 4.0K | 0.3% | ▼−14% Reduced · −663 sh | |
| 40 | Moody's Corporation Com | $3.6M | 8.0K | 0.3% | ▲+0.6% Added · +50 sh | |
| 41 | American Express Company Com | $3.5M | 10.5K | 0.3% | ▲+0.5% Added · +56 sh | |
| 42 | Lowe's Companies Inc Com | $3.5M | 16.0K | 0.3% | ▲+0.6% Added · +98 sh | |
| 43 | NextEra Energy Inc Com | $3.5M | 39.4K | 0.3% | ▲+0.1% Added · +59 sh | |
| 44 | Eaton Corp PLC Com | $3.4M | 7.9K | 0.3% | ▼−14% Reduced · −1K sh | |
| 45 | The Coca Cola Company Com | $3.3M | 40.9K | 0.3% | ▲+0.6% Added · +236 sh | |
| 46 | Western Digital Corporation Com | $3.3M | 5.1K | 0.3% | ▲New New position | |
| 47 | ASML Holding NV Com | $3.2M | 1.6K | 0.3% | ▼−1.6% Reduced · −27 sh | |
| 48 | Costco Wholesale Corp Com | $3.2M | 3.4K | 0.3% | ▲+2.4% Added · +81 sh | |
| 49 | Marriott International Inc Cl A Com | $3.2M | 8.6K | 0.3% | ▲+1.9% Added · +159 sh | |
| 50 | Amphenol Corporation Com | $3.2M | 18.0K | 0.3% | ▼−52% Reduced · −19K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/914933/holdings"
Use Arkolith to show CONNABLE OFFICE INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 231 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 224 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 232 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 220 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 224 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 217 | $939.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 227 | $966.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 219 | $993.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.