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CIK: 0000914933
Total reported value
$1.1B
$1.1B
227 檔
36.9%
At the close of Q4 2024, Connable Office Inc disclosed equity holdings valued at approximately $1.1B, spread across 227 reported holdings.
In Q4 2024, Connable Office Inc adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, EEM) accounted for 36.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
VO
市值: $11.7M
Top Position Liquidated / Trimmed
IXUS
前期市值: $14.4M
Showing top 200 holdings (of 227 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 | 24.11% | +0.53% | +3.99% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.81% | -0.29% | -3.30% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.00% | +0.07% | -0.61% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 4.55% | -0.04% | -0.20% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-Other | 3.96% | -0.08% | +1.75% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.42% | +0.14% | +5.09% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.36% | -1.54% | +19.83% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -0.12% | -9.52% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.31% | — | -3.95% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.99% | — | -8.88% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.83% | — | -3.70% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.80% | -0.05% | -0.27% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.11% | +5.63% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.16% | -3.63% | |
| 15 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.40% | +0.06% | -1.19% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.09% | -3.57% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.21% | — | — | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.19% | — | — | |
| 19 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.03% | — | -36.37% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.97% | — | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.03% | -2.42% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.02% | -0.44% | |
| 23 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.76% | — | -0.79% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.04% | -2.72% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.01% | -1.81% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.62% | -0.09% | -3.49% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.60% | -0.06% | -3.97% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -1.86% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.09% | -3.99% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.06% | -3.34% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.01% | -7.50% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.04% | +40.41% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | -0.01% | -1.91% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | +0.01% | -0.09% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.44% | -0.04% | -2.06% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.07% | -1.38% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.07% | -17.74% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.43% | -0.22% | -3.38% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.02% | -2.34% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.37% | -0.06% | +14.75% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.05% | -2.62% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.36% | +0.25% | +68.05% | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.35% | +0.01% | -1.48% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.34% | -0.02% | -1.67% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.34% | -0.18% | -1.33% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.24% | EXIT | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.04% | -1.51% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.33% | — | -15.96% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.32% | -0.03% | -1.69% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.31% | -0.02% | -1.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +3.99% | Add |
| 2 | VO | Vanguard Mid-cap ETF | +1.2% | NEW | New buy |
| 3 | MBB | Ishares Mbs ETF | +1.2% | NEW | New buy |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +1% | NEW | New buy |
| 5 | ADSK | Autodesk Inc | +0.3% | NEW | New buy |
| 6 | GUNR | Flexshares Global Upstream N | +0.3% | +19.83% | Add |
| 7 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 8 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +0.2% | -7.50% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +40.41% | Add |
| 11 | BKR | Baker Hughes Co | +0.1% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.1% | -3.63% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.1% | -2.42% | Trim |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.1% | -1.19% | Trim |
| 15 | RSPD | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | -1.38% | Trim |
| 17 | WFC | Wells Fargo & Co | +0.1% | -1.91% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.81% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -1.86% | Trim |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | — | -0.27% | Trim |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -3.70% | Trim |
| 23 | NEE | Nextera Energy Inc | -0.1% | -1.61% | Trim |
| 24 | ACGL | Arch Capital Group Ltd. | -0.1% | -0.10% | Trim |
| 25 | IEMG | Ishares Core Msci Emerging | -0.1% | +5.09% | Add |
| 26 | LIN | Linde plc | -0.1% | -2.06% | Trim |
| 27 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | Unchanged |
| 28 | MELI | Mercadolibre Inc | -0.1% | -34.85% | Trim |
| 29 | TMO | Thermo Fisher Scientific Inc | -0.1% | -1.99% | Trim |
| 30 | RACE | Ferrari N.V. | -0.1% | -17.64% | Trim |
| 31 | CP | Canadian Pacific Kansas City | -0.1% | -25.57% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -3.34% | Trim |
| 33 | AMGN | Amgen Inc | -0.1% | -18.47% | Trim |
| 34 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -3.95% | Trim |
| 35 | DHR | Danaher CORP | -0.1% | -11.51% | Trim |
| 36 | KLAC | Kla CORP | -0.1% | -19.42% | Trim |
| 37 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 38 | SLB | Slb LTD | -0.2% | EXIT | Sold out |
| 39 | LLY | Eli Lilly & Co | -0.2% | -17.74% | Trim |
| 40 | IYR | Ishares US Real Estate ETF | -0.2% | +1.75% | Add |
| 41 | PLD | Prologis Inc | -0.2% | EXIT | Sold out |
| 42 | AMD | Advanced Micro Devices | -0.3% | EXIT | Sold out |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.3% | -9.52% | Trim |
| 44 | EEM | Ishares Msci Emerging Market | -0.4% | -0.61% | Trim |
| 45 | EFA | Ishares Msci Eafe ETF | -0.4% | -8.88% | Trim |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | -0.5% | -36.37% | Trim |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.6% | -3.30% | Trim |
| 48 | EFV | Ishares Msci Eafe Value ETF | -1.1% | EXIT | Sold out |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -1.3% | EXIT | Sold out |
| 50 | IXUS | Ishares Core Intl Stock ETF | -1.5% | 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 227 disclosed positions in Q4 2024.
During Q4 2024, Connable Office Inc's top holdings by market value included SPY (24.1%)、VEA (5.8%)、EEM (5.0%). The largest single position, SPY, represented 24.1% of total portfolio value.
In Q4 2024, Connable Office Inc made 49 total portfolio adjustments, initiating 9 new buys, adding to 5 positions, trimming 28 holdings, and fully liquidating 7 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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