Arkolith/Funds/Connors Investor Services Inc

Connors Investor Services Inc

CIK 884548
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Connors Investor Services Inc holds a diversified book of 153 reported positions worth $1.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened American Express Co and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
31%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

86% mapped to company sectors

Information Technology
32%
Financials
11%
Industrials
10%
ETFs / funds
9%
Consumer Discretionary
8%
Health Care
8%
No sector on file yet
5%
Materials
3%

+5 sectors below the cut, 12% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

153 positions
#SecurityValueShares% PortLast moveHistory
1APPLE
COM
$51.0M176.2K
4.4%
−10.0%
Reduced · −20K sh
2Palantir Technologies
COM
$47.0M402.8K
4.1%
−27%
Reduced · −148K sh
3SPDR S & P 500 Index
COM
$44.4M59.5K
3.8%
−6.0%
Reduced · −4K sh
4Nvidia
COM
$42.5M212.6K
3.7%
+11%
Added · +21K sh
5Alphabet Class A
COM
$38.0M106.3K
3.3%
+0.8%
Added · +822 sh
6Amazoncom
COM
$33.4M140.1K
2.9%
+0.2%
Added · +298 sh
7Microsoft
COM
$33.0M88.3K
2.9%
+5.0%
Added · +4K sh
8Palo Alto Networks
COM
$25.1M73.5K
2.2%
−25%
Reduced · −24K sh
9JPMorgan Chase
COM
$23.7M72.3K
2.0%
+0.2%
Added · +148 sh
10Lilly Eli
COM
$22.0M18.3K
1.9%
~0%
Reduced · −6 sh
11Ishares Russell 2000 Index
COM
$21.9M72.9K
1.9%
+20%
Added · +12K sh
12EATON
COM
$21.8M51.1K
1.9%
+0.1%
Added · +27 sh
13Williams Companies
COM
$21.6M291.0K
1.9%
−0.2%
Reduced · −643 sh
14CHUBB
COM
$21.3M62.4K
1.8%
+0.6%
Added · +379 sh
15Linde PLC
COM
$21.2M40.8K
1.8%
−0.2%
Reduced · −70 sh
16Broadcom
COM
$20.5M54.3K
1.8%
+3.4%
Added · +2K sh
17Abbvie
COM
$20.2M80.3K
1.7%
+0.3%
Added · +281 sh
18Quanta Services
COM
$19.7M27.3K
1.7%
−15%
Reduced · −5K sh
19Welltower
COM
$19.6M86.5K
1.7%
−0.7%
Reduced · −626 sh
20Morgan Stanley
COM
$19.5M93.1K
1.7%
−0.2%
Reduced · −209 sh
21Qnity Electronics Inc
COM
$19.1M117.0K
1.7%
+17%
Added · +17K sh
22TJX Companies
COM
$18.5M122.2K
1.6%
−0.1%
Reduced · −83 sh
23Pepsico
COM
$18.3M135.2K
1.6%
−0.4%
Reduced · −490 sh
24VISA
COM
$17.9M52.3K
1.6%
+11%
Added · +5K sh
25Meta Platforms
COM
$17.9M31.8K
1.6%
+0.7%
Added · +235 sh
26RTX Corp
COM
$17.8M93.9K
1.5%
+0.1%
Added · +91 sh
27Cisco Systems
COM
$17.6M149.4K
1.5%
−44%
Reduced · −115K sh
28Johnson & Johnson
COM
$16.7M65.7K
1.4%
17×
Added · +62K sh
29Tapestry
COM
$16.2M110.7K
1.4%
+45%
Added · +34K sh
30Lowe's
COM
$15.6M70.9K
1.4%
−1.2%
Reduced · −878 sh
31Duke Energy
COM
$15.3M120.6K
1.3%
−0.1%
Reduced · −165 sh
32Caterpillar
COM
$15.2M14.3K
1.3%
−11%
Reduced · −2K sh
33Doordash
COM
$15.1M82.0K
1.3%
Held
34Coca-Cola
COM
$15.1M185.9K
1.3%
−0.4%
Reduced · −716 sh
35Wells Fargo
COM
$15.0M181.0K
1.3%
+0.3%
Added · +646 sh
36Taiwan Semiconductor Manufacturing
COM
$14.9M31.1K
1.3%
35×
Added · +30K sh
37Stryker
COM
$14.3M45.5K
1.2%
+32%
Added · +11K sh
38Verizon Communications
COM
$13.6M322.3K
1.2%
−0.7%
Reduced · −2K sh
39Wal-Mart Stores
COM
$13.1M115.7K
1.1%
+0.5%
Added · +556 sh
40Goldman Sachs GQG Partners International Opportuni
COM
$13.0M551.7K
1.1%
+7.8%
Added · +40K sh
41American Express
COM
$12.6M37.1K
1.1%
New
New position
42Waste Management
COM
$12.4M55.8K
1.1%
−1.9%
Reduced · −1K sh
43Boeing
COM
$10.8M50.1K
0.9%
+0.2%
Added · +123 sh
44Chevron
COM
$9.7M58.5K
0.8%
+32%
Added · +14K sh
45Ishares Msci Eafe Index
COM
$9.4M90.9K
0.8%
+7.7%
Added · +6K sh
46Prologis
COM
$8.7M64.4K
0.8%
+0.1%
Added · +100 sh
47Procter & Gamble
COM
$8.7M59.1K
0.8%
~0%
Reduced · −29 sh
48Dupont De Nemours
COM
$8.6M63.6K
0.7%
−66%
Reduced · −126K sh
49Arista Networks
COM
$7.9M46.3K
0.7%
New
New position
50Vanguard Ftse Emerging Markets ETF
COM
$6.9M116.4K
0.6%
−1.6%
Reduced · −2K sh
Showing 50 of 153 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.2B · Q3 2025Q2 2025 · $1.1BQ2 2026 · $1.2B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d153$1.2B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d149$1.1B13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d151$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 25, 202556d153$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d156$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.