Connors Investor Services
WYOMISSING, PAfiles as CONNORS INVESTOR SERVICES INC
$1.2bn in 153 US stocks at the end of 30 June 2026. The top 10 are 31.2% of the money. It changed about 13.7% of the portfolio this quarter.
Value
$1.2bn
Stocks
153
Top 10 share
31.2%
Turnover
13.7%
What changed this quarter
New
Bought for the first time this quarter.
- American ExpressAXP1.1% of the fund
- Arista NetworksANET0.7% of the fund
- ASML Holding NVASML0.4% of the fund
- Ligand PharmaceuticalsLGND0.3% of the fund
- Franklin ElectricFELE0.3% of the fund
- AdeiaADEA0.2% of the fund
- Sensient TechnologiesSXT0.2% of the fund
- FreshpetFRPT0.2% of the fund
- StarbucksSBUX0.1% of the fund
- UnitedHealth GroupUNH0.1% of the fund
- AllientALNT<0.1% of the fund
- InsperityNSP<0.1% of the fund
- ServiceNowNOW<0.1% of the fund
- Biolife SolutionsBLFS<0.1% of the fund
- Penguin SolutionsPENG<0.1% of the fund
- Vishay Precision GroupVPG<0.1% of the fund
- CertaraCERT<0.1% of the fund
- Trulieve CannabisTRLV<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA3.7% of the fund+11%
- MicrosoftMSFT2.9% of the fund+5%
- Ishares TRIWM1.9% of the fund+20%
- BroadcomAVGO1.8% of the fund+3%
- Qnity ElectronicsQ1.7% of the fund+17%
- VisaV1.6% of the fund+11%
- Johnson & JohnsonJNJ1.4% of the fund+1644%
- TapestryTPR1.4% of the fund+45%
- Taiwan Semiconductor ManufacturingTSM1.3% of the fund+3355%
- StrykerSYK1.2% of the fund+32%
- Goldman Sachs GQG Ptnrs Intl Opps InstlGSIMX1.1% of the fund+8%
- ChevronCVX0.8% of the fund+32%
- Ishares TREFA0.8% of the fund+8%
- Ishares TRIJH0.5% of the fund+19%
- Ishares TREEM0.4% of the fund+12%
- UMH PropertiesUMH0.4% of the fund+15%
- Palomar HoldingsPLMR0.3% of the fund+58%
- HaemoneticsHAE0.3% of the fund+34%
- Alps ETF TRSBIO0.3% of the fund+17%
- Champion HomesSKY0.2% of the fund+55%
- ArtivionAORT0.2% of the fund+42%
- Matador ResourcesMTDR0.2% of the fund+41%
- TeslaTSLA0.2% of the fund+6%
- Ishares TRIWC0.2% of the fund+35%
- AeroVironmentAVAV0.2% of the fund+34%
Cut
Sold some of their stake.
- AppleAAPL4.4% of the fund-10%
- Palantir TechnologiesPLTR4.1% of the fund-27%
- State STR Spdr S&P 500 ETF TSPY3.8% of the fund-6%
- Palo Alto NetworksPANW2.2% of the fund-25%
- Quanta ServicesPWR1.7% of the fund-15%
- Cisco SystemsCSCO1.5% of the fund-44%
- CaterpillarCAT1.3% of the fund-11%
- Euronet WorldwideEEFT0.4% of the fund-6%
- ImaxIMAX0.3% of the fund-9%
- GQG Partners Emerging Markets EquityGQGPX0.3% of the fund-17%
- SemtechSMTC0.3% of the fund-31%
- Albany InternationalAIN0.2% of the fund-29%
- Power IntegrationsPOWI0.2% of the fund-47%
- Cellebrite DICLBT0.2% of the fund-30%
- AmerescoAMRC0.2% of the fund-28%
- Sterling InfrastructureSTRL0.2% of the fund-47%
- ItronITRI0.2% of the fund-15%
- Zeta Global HoldingsZETA0.2% of the fund-39%
- InnospecIOSP0.2% of the fund-29%
- CalixCALX0.2% of the fund-18%
- ConocoPhillipsCOP0.1% of the fund-5%
- AT&TT0.1% of the fund-3%
- Abbott LaboratoriesABT<0.1% of the fund-92%
- Spdr Series TrustSLYG<0.1% of the fund-5%
- MerckMRK<0.1% of the fund-12%
Sold out
Sold their entire stake.
- Charles SchwabSCHW-100%
- MedtronicMDT-100%
- SalesforceCRM-100%
- AccentureACN-100%
- Simply Good FoodsSMPL-100%
- Tyler TechnologiesTYL-100%
- TrupanionTRUP-100%
- Prestige Consumer HealthcarePBH-100%
- Cboe Global MktsCBOE-100%
- DanaherDHR-100%
- Spdr Gold TRGLD-100%
- Simulations PlusSLP-100%
- PhreesiaPHR-100%
- Mauch Chunk Trust FinancialMCHT-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.8%
- Value
- $44m
- Shares
- 59,462
-6%
- Ishares TRIWM
- Share
- 1.9%
- Value
- $22m
- Shares
- 72,910
+20%
- Duke Energy
- Share
- 1.3%
- Value
- $15m
- Shares
- 120,637
Held
- Goldman Sachs GQG Ptnrs Intl Opps InstlGSIMX
- Share
- 1.1%
- Value
- $13m
- Shares
- 551,671
+8%
- Ishares TREFA
- Share
- 0.8%
- Value
- $9m
- Shares
- 90,905
+8%
- Vanguard Intl Equity Index FVWO
- Share
- 0.6%
- Value
- $7m
- Shares
- 116,373
Held
- Ishares TRIJH
- Share
- 0.5%
- Value
- $6m
- Shares
- 76,609
+19%
- Ishares TREEM
- Share
- 0.4%
- Value
- $5m
- Shares
- 71,043
+12%
- GQG Partners Emerging Markets EquityGQGPX
- Share
- 0.3%
- Value
- $4m
- Shares
- 206,776
-17%
- Alps ETF TRSBIO
- Share
- 0.3%
- Value
- $3m
- Shares
- 48,137
+17%
- Ishares TRIWC
- Share
- 0.2%
- Value
- $2m
- Shares
- 10,780
+35%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 4.4% | $51m | 176,209 | -10% |
| Palantir TechnologiesPLTR | 4.1% | $47m | 402,802 | -27% |
| State STR Spdr S&P 500 ETF TSPY | 3.8% | $44m | 59,462 | -6% |
| NvidiaNVDA | 3.7% | $43m | 212,631 | +11% |
| AlphabetGOOGL | 3.3% | $38m | 106,271 | Held |
| Amazon.comAMZN | 2.9% | $33m | 140,054 | Held |
| MicrosoftMSFT | 2.9% | $33m | 88,345 | +5% |
| Palo Alto NetworksPANW | 2.2% | $25m | 73,485 | -25% |
| JPMorgan ChaseJPM | 2.0% | $24m | 72,256 | Held |
| Eli LillyLLY | 1.9% | $22m | 18,314 | Held |
| Ishares TRIWM | 1.9% | $22m | 72,910 | +20% |
| EatonETN | 1.9% | $22m | 51,088 | Held |
| Williams CompaniesWMB | 1.9% | $22m | 291,040 | Held |
| ChubbCB | 1.8% | $21m | 62,380 | Held |
| LindeLIN | 1.8% | $21m | 40,776 | Held |
| BroadcomAVGO | 1.8% | $21m | 54,317 | +3% |
| AbbVieABBV | 1.7% | $20m | 80,288 | Held |
| Quanta ServicesPWR | 1.7% | $20m | 27,344 | -15% |
| WelltowerWELL | 1.7% | $20m | 86,484 | Held |
| Morgan StanleyMS | 1.7% | $19m | 93,141 | Held |
| Qnity ElectronicsQ | 1.7% | $19m | 117,026 | +17% |
| TJX CompaniesTJX | 1.6% | $19m | 122,189 | Held |
| PepsiCoPEP | 1.6% | $18m | 135,162 | Held |
| VisaV | 1.6% | $18m | 52,251 | +11% |
| Meta PlatformsMETA | 1.6% | $18m | 31,804 | Held |
| RTXRTX | 1.5% | $18m | 93,893 | Held |
| Cisco SystemsCSCO | 1.5% | $18m | 149,443 | -44% |
| Johnson & JohnsonJNJ | 1.4% | $17m | 65,715 | +1644% |
| TapestryTPR | 1.4% | $16m | 110,652 | +45% |
| Lowe's CompaniesLOW | 1.4% | $16m | 70,853 | Held |
| Duke Energy | 1.3% | $15m | 120,637 | Held |
| CaterpillarCAT | 1.3% | $15m | 14,316 | -11% |
| DoorDashDASH | 1.3% | $15m | 82,000 | Held |
| Coca-ColaKO | 1.3% | $15m | 185,949 | Held |
| Wells Fargo & CompanyWFC | 1.3% | $15m | 180,965 | Held |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $15m | 31,095 | +3355% |
| StrykerSYK | 1.2% | $14m | 45,496 | +32% |
| Verizon CommunicationsVZ | 1.2% | $14m | 322,280 | Held |
| WalmartWMT | 1.1% | $13m | 115,740 | Held |
| Goldman Sachs GQG Ptnrs Intl Opps InstlGSIMX | 1.1% | $13m | 551,671 | +8% |
| American ExpressAXP | 1.1% | $13m | 37,104 | New |
| Waste ManagementWM | 1.1% | $12m | 55,785 | Held |
| BoeingBA | 0.9% | $11m | 50,116 | Held |
| ChevronCVX | 0.8% | $10m | 58,480 | +32% |
| Ishares TREFA | 0.8% | $9m | 90,905 | +8% |
| PrologisPLD | 0.8% | $9m | 64,410 | Held |
| Procter & GamblePG | 0.8% | $9m | 59,113 | Held |
| DuPont de NemoursDD | 0.7% | $9m | 63,604 | Held |
| Arista NetworksANET | 0.7% | $8m | 46,320 | New |
| Vanguard Intl Equity Index FVWO | 0.6% | $7m | 116,373 | Held |
| International Business MachinesIBM | 0.5% | $6m | 21,932 | Held |
| Ishares TRIJH | 0.5% | $6m | 76,609 | +19% |
| Ishares TREEM | 0.4% | $5m | 71,043 | +12% |
| Euronet WorldwideEEFT | 0.4% | $4m | 58,978 | -6% |
| Simmons First NationalSFNC | 0.4% | $4m | 190,495 | Held |
| ASML Holding NVASML | 0.4% | $4m | 2,129 | New |
| UMH PropertiesUMH | 0.4% | $4m | 274,499 | +15% |
| ImaxIMAX | 0.3% | $4m | 96,423 | -9% |
| GQG Partners Emerging Markets EquityGQGPX | 0.3% | $4m | 206,776 | -17% |
| Costco WholesaleCOST | 0.3% | $4m | 4,008 | Held |
| RobloxRBLX | 0.3% | $4m | 68,000 | Held |
| Ligand PharmaceuticalsLGND | 0.3% | $3m | 10,880 | New |
| Palomar HoldingsPLMR | 0.3% | $3m | 26,276 | +58% |
| SemtechSMTC | 0.3% | $3m | 20,270 | -31% |
| OmnicellOMCL | 0.3% | $3m | 77,640 | Held |
| Axos FinancialAX | 0.3% | $3m | 32,946 | Held |
| HaemoneticsHAE | 0.3% | $3m | 42,000 | +34% |
| Alps ETF TRSBIO | 0.3% | $3m | 48,137 | +17% |
| Tecnoglass HoldingsTGLS | 0.3% | $3m | 65,579 | Held |
| Healthcare Services GroupHCSG | 0.3% | $3m | 122,332 | Held |
| Franklin ElectricFELE | 0.3% | $3m | 27,619 | New |
| Albany InternationalAIN | 0.2% | $3m | 37,256 | -29% |
| Crane NXTCXT | 0.2% | $3m | 53,880 | Held |
| FrontdoorFTDR | 0.2% | $3m | 35,225 | Held |
| Champion HomesSKY | 0.2% | $3m | 30,905 | +55% |
| AdeiaADEA | 0.2% | $3m | 82,432 | New |
| BrightView HoldingsBV | 0.2% | $3m | 190,964 | Held |
| ArtivionAORT | 0.2% | $3m | 120,180 | +42% |
| Portland General ElectricPOR | 0.2% | $3m | 51,209 | Held |
| HealthstreamHSTM | 0.2% | $3m | 97,391 | Held |
| Sensient TechnologiesSXT | 0.2% | $3m | 21,369 | New |
| Power IntegrationsPOWI | 0.2% | $3m | 31,430 | -47% |
| GenthermTHRM | 0.2% | $3m | 76,303 | Held |
| Matador ResourcesMTDR | 0.2% | $3m | 51,720 | +41% |
| Cellebrite DICLBT | 0.2% | $3m | 175,767 | -30% |
| AmerescoAMRC | 0.2% | $2m | 90,342 | -28% |
| TeslaTSLA | 0.2% | $2m | 5,729 | +6% |
| Sterling InfrastructureSTRL | 0.2% | $2m | 2,815 | -47% |
| ItronITRI | 0.2% | $2m | 27,148 | -15% |
| Hillman SolutionsHLMN | 0.2% | $2m | 265,542 | Held |
| Ishares TRIWC | 0.2% | $2m | 10,780 | +35% |
| SentinelOneS | 0.2% | $2m | 126,803 | Held |
| Zeta Global HoldingsZETA | 0.2% | $2m | 108,579 | -39% |
| AeroVironmentAVAV | 0.2% | $2m | 12,247 | +34% |
| InnospecIOSP | 0.2% | $2m | 23,363 | -29% |
| ONE GasOGS | 0.2% | $2m | 24,377 | Held |
| FreshpetFRPT | 0.2% | $2m | 30,922 | New |
| CalixCALX | 0.2% | $2m | 47,631 | -18% |
| ConocoPhillipsCOP | 0.1% | $2m | 16,660 | -5% |
| StarbucksSBUX | 0.1% | $1m | 14,075 | New |
Showing the largest 100 of 153.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 2.3% since 30 June 2025.
Where the money is
Technology27.5%
Industrials11.1%
Financial services11.0%
Retail & consumer9.6%
Health care7.7%
Media & telecom6.5%
Everyday goods5.6%
Energy3.1%
Real estate2.8%
Materials2.7%
Utilities0.4%
Other11.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.