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CIK: 0000914933
Total reported value
$1.1B
$1.1B
219 檔
37.2%
As reported in its official Q3 2024 Form 13F filing, Connable Office Inc's tracked investment portfolio stood at $1.1B with 219 total positions.
In Q3 2024, Connable Office Inc displayed an active expansion posture, initiating 6 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, EEM) accounted for 37.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
DE
市值: $2.1M
Top Position Liquidated / Trimmed
SCHW
前期市值: $3.3M
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 22.07% | +0.53% | +0.53% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.45% | -0.29% | +1.11% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.36% | +0.07% | +0.92% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 4.45% | -0.04% | -5.47% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.15% | -0.08% | -0.12% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.48% | +0.14% | +3.81% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.09% | -1.54% | +1.17% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.08% | -0.12% | +0.96% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.40% | — | +18.75% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.35% | — | -5.98% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.88% | — | +8.00% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.80% | -0.05% | +4.14% | |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.56% | — | +1.32% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.11% | -0.77% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.45% | — | +0.85% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.16% | -0.84% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.29% | — | +1.16% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.28% | +0.06% | +0.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.09% | -0.82% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.14% | — | +0.60% | |
| 21 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.79% | — | +0.96% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.02% | +0.67% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.03% | -0.85% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.04% | -0.74% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.64% | -0.09% | +128.95% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.63% | -0.06% | +128.80% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.07% | -1.71% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.06% | -0.75% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.01% | -0.75% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.50% | -0.04% | +0.28% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | -0.72% | |
| 32 | COP | Conocophillips | Stock-Energy | 0.46% | -0.22% | -0.74% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.09% | -0.76% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.02% | +0.49% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | +0.01% | +5.18% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.40% | +0.20% | -13.30% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | -0.02% | +0.38% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.25% | -0.94% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.37% | -0.02% | +0.34% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.01% | +0.54% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.05% | -14.43% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.34% | — | +0.42% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.06% | +0.48% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.34% | -0.02% | -13.95% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.06% | +0.27% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.34% | -0.03% | -14.62% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.24% | EXIT | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.01% | +0.30% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.04% | +0.55% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.07% | +1471.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +18.75% | Add |
| 2 | TIP | Ishares Tips Bond ETF | +0.4% | +128.80% | Add |
| 3 | VTIP | Vanguard Short-term Tips | +0.4% | +128.95% | Add |
| 4 | IYR | Ishares US Real Estate ETF | +0.3% | -0.12% | Trim |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +8.00% | Add |
| 6 | DE | Deere & Co | +0.2% | NEW | New buy |
| 7 | FITB | Fifth Third Bancorp | +0.2% | NEW | New buy |
| 8 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 9 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.81% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +1471.39% | Add |
| 12 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 13 | EEM | Ishares Msci Emerging Market | +0.1% | +0.92% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +47.20% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.11% | Add |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +4.14% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +0.30% | Add |
| 18 | OGS | One Gas Inc | +0.1% | NEW | New buy |
| 19 | LOW | Lowe's Cos Inc | 0% | +0.48% | Add |
| 20 | NEE | Nextera Energy Inc | 0% | +0.27% | Add |
| 21 | AAPL | Apple Inc | 0% | -0.82% | Trim |
| 22 | UNH | Unitedhealth Group Inc | 0% | -0.75% | Trim |
| 23 | VB | Vanguard Small-cap ETF | 0% | +5.18% | Add |
| 24 | AXP | American Express Co | 0% | +0.42% | Add |
| 25 | KKR | Kkr & Co Inc | 0% | +0.43% | Add |
| 26 | TMUS | T-mobile US Inc | 0% | +0.44% | Add |
| 27 | IXUS | Ishares Core Intl Stock ETF | 0% | +0.85% | Add |
| 28 | TLT | Ishares 20+ Year Treasury Bd | 0% | +1.16% | Add |
| 29 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.60% | Add |
| 30 | MA | Mastercard Inc - A | 0% | -0.74% | Trim |
| 31 | FLJP | Franklin Ftse Japan ETF | — | +0.96% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +0.67% | Add |
| 33 | AGG | Ishares Core U.s. Aggregate | 0% | +0.96% | Add |
| 34 | TEAM | Atlassian Corp-cl A | -0.1% | -40.16% | Trim |
| 35 | ROK | Rockwell Automation Inc | -0.1% | -21.20% | Trim |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | Unchanged |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | -0.72% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.76% | Trim |
| 39 | COP | Conocophillips | -0.1% | -0.74% | Trim |
| 40 | GUNR | Flexshares Global Upstream N | -0.1% | +1.17% | Add |
| 41 | HON | Honeywell International Inc | -0.1% | -14.62% | Trim |
| 42 | TRI4EUR | Thomson Reuters CORP | -0.1% | EXIT | Sold out |
| 43 | KLAC | Kla CORP | -0.1% | -13.30% | Trim |
| 44 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | -0.2% | -0.77% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.53% | Add |
| 47 | MDLZ | Mondelez International Inc-a | -0.2% | EXIT | Sold out |
| 48 | XOP | Ss Spdr S&p Og Exp & Prod | -0.3% | +1.32% | Add |
| 49 | MU | Micron Technology Inc | -0.3% | EXIT | Sold out |
| 50 | SCHW | Schwab (charles) CORP | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Connable Office Inc reported a total U.S. public equity portfolio value of $1.1B across 219 disclosed positions in Q3 2024.
During Q3 2024, Connable Office Inc's top holdings by market value included SPY (22.1%)、VEA (6.5%)、EEM (5.4%). The largest single position, SPY, represented 22.1% of total portfolio value.
In Q3 2024, Connable Office Inc made 49 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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