CIK: 0000884548
Total reported value
$1.1B
Reporting period: 2026-03-31 · Number of holdings: 149
CONNORS INVESTOR SERVICES INC disclosed 149 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 21.9%.
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Connors Investor Services INC's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 47 equally-sized positions, well below its 149 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.48), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim PLTR
-17.1% -$37.6M
Add PG
+383.0% $6.8M
Trim MS
-29.5% -$8.1M
Add Q
+30.9% $5.3M
Trim WFC
-21.9% -$7.2M
Add IBM
+2274.6% $5.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.45% | -2.73% | -17.10% | |
| 2 | AAPL | Apple INC | Stock-Tech | 4.59% | — | +5.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.80% | -0.21% | -7.32% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.03% | +0.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | — | +28.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.80% | — | +8.00% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.69% | -0.08% | +0.22% | |
| 8 | WMB | Williams Cos INC | Stock-Energy | 1.96% | +0.46% | +0.39% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | -0.03% | +0.37% | |
| 10 | PEP | Pepsico INC | Stock-Consumer Staples | 1.95% | +0.27% | -0.20% | |
| 11 | CSCO | Cisco Systems INC | Stock-Tech | 1.90% | — | +0.71% | |
| 12 | LIN | Linde plc | Stock-Materials | 1.87% | +0.38% | +0.62% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.87% | — | -0.49% | |
| 14 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.80% | — | +0.27% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.69% | +0.30% | +0.79% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.67% | — | -6.10% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.10% | +1.41% | |
| 18 | PWR | Quanta Services INC | Stock-Industrials | 1.64% | -0.09% | -31.89% | |
| 19 | ABBV | Abbvie INC | Stock-Healthcare | 1.61% | — | +0.84% | |
| 20 | WELL | Welltower INC | Stock-Real Estate | 1.59% | — | -10.19% | |
| 21 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.57% | — | -0.20% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.56% | -0.14% | -0.43% | |
| 23 | VZ | Verizon Communications INC | Stock-Comm Services | 1.50% | +0.35% | -0.80% | |
| 24 | AVGO | Broadcom INC | Stock-Tech | 1.50% | — | +11.81% | |
| 25 | ✓ | Duke Energy | Stock-Other | 1.46% | +0.29% | +4.03% | |
| 26 | PANW | Palo Alto Networks INC | Stock-Tech | 1.45% | -0.05% | +3.52% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 1.42% | -0.60% | -29.47% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.42% | -0.18% | +0.85% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.40% | — | -3.46% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 1.33% | -0.52% | -21.88% | |
| 31 | WMT | Walmart INC | Stock-Consumer Staples | 1.32% | +0.24% | +2.11% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.31% | — | +1.79% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.31% | -0.11% | -0.19% | |
| 34 | WM | Waste Management INC | Stock-Industrials | 1.21% | +1.21% | NEW | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.19% | -0.20% | -15.56% | |
| 36 | DASH | Doordash INC - A | Stock-Consumer Disc | 1.14% | -0.46% | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 1.12% | — | +0.20% | |
| 38 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 1.11% | — | +3.24% | |
| 39 | Q | Qnity Electronics INC | Stock-Tech | 1.07% | +0.53% | +30.94% | |
| 40 | CAT | Caterpillar INC | Stock-Industrials | 1.06% | -0.20% | -36.56% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 1.05% | — | +0.21% | |
| 42 | TPR | Tapestry INC | Stock-Consumer Disc | 0.99% | -0.39% | -39.03% | |
| 43 | CRM | Salesforce INC | Stock-Tech | 0.93% | -0.27% | +2.08% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.92% | — | +3.70% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.21% | -45.14% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.82% | -0.23% | -0.83% | |
| 47 | 6D8 | Dupont De Nemours INC | Stock-Other | 0.80% | — | -18.86% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | +0.64% | +382.99% | |
| 49 | PLD | Prologis INC | Stock-Real Estate | 0.79% | — | -7.25% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | — | +2.46% |
Performance for Q3 2026
+3%
Performance Last 4 Quarters
+16.2%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 149 | $1.1B | 22 | |
| 2025-12-31 | 151 | $1.2B | 18 | |
| 2025-09-30 | 153 | $1.2B | 36 | |
| 2025-06-30 | 156 | $1.1B | 0 | |
| 2025-03-31 | 158 | $1.0B | 100 | |
| 2024-12-31 | 163 | $1.1B | 0 | |
| 2024-09-30 | 158 | $1.0B | 0 | |
| 2024-06-30 | 153 | $960.7M | 0 | |
| 2024-03-31 | 159 | $948.6M | 0 | |
| 2023-12-31 | 156 | $890.4M | 0 | |
| 2023-09-30 | 153 | $812.2M | 0 | |
| 2023-06-30 | 159 | $883.6M | 0 | |
| 2023-03-31 | 159 | $850.9M | 0 | |
| 2022-12-31 | 156 | $800.9M | 0 | |
| 2022-09-30 | 150 | $764.3M | 0 | |
| 2022-06-30 | 160 | $794.4M | 0 | |
| 2022-03-31 | 161 | $962.2M | 0 | |
| 2021-12-31 | 163 | $1.0B | 0 | |
| 2021-09-30 | 163 | $945.5M | 0 | |
| 2021-06-30 | 166 | $960.2M | 96 | |
| 2021-03-31 | 166 | $883.0M | 29 | |
| 2020-12-31 | 149 | $806.2M | 24 | |
| 2020-09-30 | 137 | $714.4M | 22 | |
| 2020-06-30 | 142 | $673.8M | 32 | |
| 2020-03-31 | 132 | $576.4M | 47 | |
| 2019-12-31 | 150 | $787.2M | 18 | |
| 2019-09-30 | 142 | $728.1M | 24 | |
| 2019-06-30 | 144 | $754.4M | 22 | |
| 2019-03-31 | 147 | $734.3M | 22 | |
| 2018-12-31 | 139 | $642.1M | 31 | |
| 2018-09-30 | 145 | $743.7M | 23 | |
| 2018-06-30 | 146 | $712.3M | 13 | |
| 2018-03-31 | 146 | $681.2M | 22 | |
| 2017-12-31 | 147 | $694.7M | 17 | |
| 2017-09-30 | 157 | $663.0M | 17 | |
| 2017-06-30 | 152 | $635.8M | 15 | |
| 2017-03-31 | 151 | $606.0M | 15 | |
| 2016-12-31 | 150 | $585.5M | 13 | |
| 2016-09-30 | 151 | $572.3M | 16 | |
| 2016-06-30 | 152 | $515.7M | 22 | |
| 2016-03-31 | 188 | $503.5M | 25 | |
| 2015-12-31 | 152 | $491.7M | 22 | |
| 2015-09-30 | 154 | $443.0M | 15 | |
| 2015-06-30 | 152 | $482.6M | 12 | |
| 2015-03-31 | 166 | $463.7M | 17 | |
| 2014-12-31 | 160 | $439.0M | 18 | |
| 2014-09-30 | 154 | $411.9M | 19 | |
| 2014-06-30 | 144 | $419.2M | 14 | |
| 2014-03-31 | 148 | $413.3M | 11 | |
| 2013-12-31 | 149 | $402.1M | 26 | |
| 2013-09-30 | 146 | $355.8M | 21 | |
| 2013-06-30 | 141 | $309.4M | 0 |
Connors Investor Services INC's most significant position changes for 2026-03-31: New buy: Waste Management INC (WM); Sold out: Green Dot Corp-class A (GDOT); New buy: Ishares Msci Emerging Market (EEM); Sold out: Varonis Systems INC (VRNS); New buy: Power Integrations INC (POWI).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.6% | +382.99% | Add |
| 2 | Q | Qnity Electronics INC | +0.5% | +30.94% | Add |
| 3 | IBM | Intl Business Machines CORP | +0.5% | +2274.56% | Add |
| 4 | WMB | Williams Cos INC | +0.5% | +0.39% | Add |
| 5 | LIN | Linde plc | +0.4% | +0.62% | Add |
| 6 | VZ | Verizon Communications INC | +0.4% | -0.80% | Trim |
| 7 | ETN | Eaton Corporation plc | +0.3% | +0.79% | Add |
| 8 | ✓ | Duke Energy | +0.3% | +4.03% | Add |
| 9 | PEP | Pepsico INC | +0.3% | -0.20% | Trim |
| 10 | WMT | Walmart INC | +0.2% | +2.11% | Add |
| 11 | SBIO | Alps Medical Breakthroughs | +0.2% | +524.68% | Add |
| 12 | NVDA | Nvidia CORP | 0% | +0.60% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +0.37% | Add |
| 14 | PANW | Palo Alto Networks INC | -0.1% | +3.52% | Add |
| 15 | AMZN | Amazon.com INC | -0.1% | +0.22% | Add |
| 16 | PWR | Quanta Services INC | -0.1% | -31.89% | Trim |
| 17 | META | Meta Platforms Inc-class A | -0.1% | +1.41% | Add |
| 18 | V | Visa Inc-class A Shares | -0.1% | -0.19% | Trim |
| 19 | RBLX | Roblox CORP -class A | -0.1% | — | Unchanged |
| 20 | LLY | Eli Lilly & Co | -0.1% | -0.43% | Trim |
| 21 | HCSG | Healthcare Services Group | -0.1% | -41.59% | Trim |
| 22 | SMTC | Semtech CORP | -0.2% | -51.25% | Trim |
| 23 | ABT | Abbott Laboratories | -0.2% | +0.85% | Add |
| 24 | COST | Costco Wholesale CORP | -0.2% | -46.29% | Trim |
| 25 | SCHW | Schwab (charles) CORP | -0.2% | -15.56% | Trim |
| 26 | CAT | Caterpillar INC | -0.2% | -36.56% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -7.32% | Trim |
| 28 | CVX | Chevron CORP | -0.2% | -45.14% | Trim |
| 29 | ACN | Accenture plc | -0.2% | -0.83% | Trim |
| 30 | PHR | Phreesia INC | -0.2% | -89.52% | Trim |
| 31 | CRM | Salesforce INC | -0.3% | +2.08% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -36.07% | Trim |
| 33 | TPR | Tapestry INC | -0.4% | -39.03% | Trim |
| 34 | DASH | Doordash INC - A | -0.5% | — | Unchanged |
| 35 | WFC | Wells Fargo & Co | -0.5% | -21.88% | Trim |
| 36 | MS | Morgan Stanley | -0.6% | -29.47% | Trim |
| 37 | PLTR | Palantir Technologies Inc-a | -2.7% | -17.10% | Trim |
| 38 | WM | Waste Management INC | — | NEW | New buy |
| 39 | GDOT | Green Dot Corp-class A | — | EXIT | Sold out |
| 40 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 41 | VRNS | Varonis Systems INC | — | EXIT | Sold out |
| 42 | POWI | Power Integrations INC | — | NEW | New buy |
| 43 | ITRI | Itron INC | — | NEW | New buy |
| 44 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 45 | HRMY | Harmony Biosciences Holdings | — | EXIT | Sold out |
| 46 | MTDR | Matador Resources Co | — | NEW | New buy |
| 47 | CXT | Crane Nxt Co | — | NEW | New buy |
| 48 | CRDO | Credo Technology Group Holding Ltd | — | EXIT | Sold out |
| 49 | PLMR | Palomar Holdings INC | — | NEW | New buy |
| 50 | HAE | Haemonetics Corp/mass | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-25 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-22 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-15 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-15 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-16 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-18 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-09-15 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-28 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | Amendment | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-10 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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