CONNORS INVESTOR SERVICES INC — 13F Holdings & Portfolio
CIK 884548 · latest 13F-HR filed 2026-08-14
CONNORS INVESTOR SERVICES INC manages $1.16B in 13F-reported U.S. long-equity assets across 153 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (4.41%), PLTR (4.07%), SPY (3.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions and exited 14; 82 existing positions rose in reported value and 28 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.16B
Long-equity book
Holdings
153
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+18 / −14 / ↑82 / ↓28
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26AAPL4.4% · -10%PLTR4.1% · -27%SPY3.8% · -6%NVDA3.7% · +11%GOOGL3.3% · +1%AMZN2.9% · +0%MSFT2.9% · +5%PANW2.2% · -25%JPM2.0% · +0%LLY1.9% · -0%IWM1.9% · +20%ETN1.9% · +0%WMB1.9% · -0%CB1.8% · +1%LIN1.8% · -0%AVGO1.8% · +3%ABBV1.7% · +0%PWR1.7% · -16%WELL1.7% · -1%MS1.7% · -0%Q1.7% · +17%TJX1.6% · -0%PEP1.6% · -0%V1.6% · +11%META1.6% · +1%RTX1.5% · +0%CSCO1.5% · -44%JNJ1.4% · +1644%TPR1.4% · +45%LOW1.4% · -1%DUK1.3% · -0%CAT1.3% · -11%DASH1.3% · 0%KO1.3% · -0%WFC1.3% · +0%TSM1.3% · +3355%SYK1.2% · +32%VZ1.2% · -1%WMT1.1% · +0%GPIQ1.1% · +8%AXP1.1% · newWM1.1% · -2%BA0.9% · +0%CVX0.8% · +32%EFA0.8% · +8%PLD0.8% · +0%PG0.8% · -0%DD0.7% · -66%ANET0.7% · newVWO0.6% · -2%IBM0.5% · +1%IJH0.5% · +19%EEM0.4% · +12%EEFT0.4% · -6%SFNC0.4% · -0%ASML0.4% · newUMH0.4% · +15%IMAX0.3% · -9%GQG PARTNERS0.3% · -17%COST0.3% · -1%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 31.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 9, 2026.
Assets Under Management
$1.28B
Discretionary
$1.28B
Employees
10
Accounts
662
Address
1210 BROADCASTING ROAD
SUITE 200
WYOMISSING, PA 19610-3213
SUITE 200
WYOMISSING, PA 19610-3213
Phone
(610) 376-7418
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CAGLIOLA, ROBERT, JOHN Control | VICE PRESIDENT since Apr 2002 | Less than 5% | Individual |
| CONNORS, ANNA M. REVOCABLE TRUST Control | SHAREHOLDER ANNA M. CONNORS TRUSTEE TO ANNA M. CONNORS REVOCABLE TRUST since Jan 2020 | Less than 5% | Domestic Entity |
| CONNORS, JAMES M. IRREVOCABLE TRUST Control | SHAREHOLDER ANNA M. CONNORS TRUSTEE TO JAMES M. CONNORS IRREVOCABLE TRUST since Jan 2020 | Less than 5% | Domestic Entity |
| CONNORS, PETER, JAMES Control | PRESIDENT, DIRECTOR, TREASURER, TRUSTEE since Apr 2001 | 50–75% | Individual |
| COVELL, DEBORA, M Control | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER since Oct 2017 | Less than 5% | Individual |
| Crawford, Kevin, Francis Control | DIRECTOR since Jul 2015 | Less than 5% | Individual |
| Dagenhart, Jan, Connors Control | TRUSTEE since Jan 2020 | Less than 5% | Individual |
| FULLER, RUSSELL, JAY Control | DIRECTOR since Mar 2012 | Less than 5% | Individual |
| HAHN, ROBERT, W Control | VICE PRESIDENT since Sep 2017 | Less than 5% | Individual |
| MCCALLUM, RYAN, F Control | VICE PRESIDENT since Feb 2022 | Less than 5% | Individual |
| MCCOY, BRIAN, GARY Control | VICE PRESIDENT since Mar 2003 | Less than 5% | Individual |
| MILLER, MARLIN Control | DIRECTOR since Nov 1969 | 10–25% | Individual |
| NAUGLE, JONI, S. Control | DIRECTOR since Mar 2026 | Less than 5% | Individual |
| OXHOLM, PAUL, G Control | DIRECTOR since Aug 2014 | Less than 5% | Individual |
| POTTIEGER, STEVEN, EARL Control | VICE PRESIDENT since May 2005 | Less than 5% | Individual |
| SILVERMAN, STEVEN Control | SENIOR VICE PRESIDENT since Jan 2003 | Less than 5% | Individual |
| LEAYMAN, ROBERT, CHARLES | SHAREHOLDER since Dec 2018 | Less than 5% | Individual |
| PLATT, THOMAS, RAYMOND | VICE PRESIDENT since Nov 2013 | Less than 5% | Individual |
| SEHER, RONALD, HARRY | SHAREHOLDER since Apr 2001 | 5–10% | Individual |
Ownership & leadership changes · 12 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- AddedNAUGLE, JONI, S. · DIRECTOR · Less than 5% · control person
Jan 12, 2024 filing
- AddedMCCALLUM, RYAN, F · VICE PRESIDENT · Less than 5% · control person
- ChangedCONNORS, PETER, JAMES · ownership 75% or more → 50–75%
- ChangedLEAYMAN, ROBERT, CHARLES · no longer a control person
Mar 30, 2023 filing
- No longer listedNOON, MICHAEL, J · VICE PRESIDENT · Less than 5% · control person · listed since Mar 2014
Mar 31, 2022 filing
- No longer listedMORAN, WILLIAM · SHAREHOLDER · 10–25% · control person · listed since Nov 1969
- No longer listedZIDIK, LIDIA, HLADUN · VICE PRESIDENT, SECRETARY · Less than 5% · control person · listed since Mar 2014
- ChangedCONNORS, ANNA M. REVOCABLE TRUST · ownership 50–75% → Less than 5%
- ChangedCONNORS, JAMES M. IRREVOCABLE TRUST · ownership 50–75% → Less than 5%
- ChangedCONNORS, PETER, JAMES · ownership 50–75% → 75% or more
- ChangedDagenhart, Jan, Connors · ownership 50–75% → Less than 5%
- ChangedMILLER, MARLIN · ownership 5–10% → 10–25%
Apr 1, 2021 filing
- AddedDagenhart, Jan, Connors · TRUSTEE · 50–75% · control person
- ChangedCONNORS, PETER, JAMES · title PRESIDENT, DIRECTOR, TREASURER → PRESIDENT, DIRECTOR, TREASURER, TRUSTEE; ownership Less than 5% → 50–75%
Mar 31, 2020 filing
- No longer listedCONNORS, JAMES, MILYARD · CHAIRMAN, DIRECTOR · 50–75% · control person · listed since Nov 1969
- AddedCONNORS, ANNA M. REVOCABLE TRUST · SHAREHOLDER ANNA M. CONNORS TRUSTEE TO ANNA M. CONNORS REVOCABLE TRUST · 50–75% · control person
- AddedCONNORS, JAMES M. IRREVOCABLE TRUST · SHAREHOLDER ANNA M. CONNORS TRUSTEE TO JAMES M. CONNORS IRREVOCABLE TRUST · 50–75% · control person
Mar 28, 2019 filing
- ChangedLEAYMAN, ROBERT, CHARLES · title SR. VICE PRESIDENT → SHAREHOLDER
- ChangedMORAN, WILLIAM · title DIRECTOR → SHAREHOLDER
Mar 20, 2018 filing
- AddedCOVELL, DEBORA, M · VICE PRESIDENT/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedHAHN, ROBERT, W · VICE PRESIDENT · Less than 5% · control person
- ChangedNOON, MICHAEL, J · title VICE PRESIDENT,CCO → VICE PRESIDENT
Mar 29, 2016 filing
- AddedCrawford, Kevin, Francis · DIRECTOR · Less than 5% · control person
Mar 30, 2015 filing
- AddedOXHOLM, PAUL, G · DIRECTOR · Less than 5% · control person
Older changes (3 more filings)
Mar 31, 2014 filing
- AddedPLATT, THOMAS, RAYMOND · VICE PRESIDENT · Less than 5%
- ChangedNOON, MICHAEL, J · title VICE PRESIDENT → VICE PRESIDENT,CCO
- ChangedSEHER, RONALD, HARRY · title VICE CHAIRMAN, DIRECTOR → SHAREHOLDER; no longer a control person
- ChangedZIDIK, LIDIA, HLADUN · title VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY → VICE PRESIDENT, SECRETARY
Mar 27, 2013 filing
- AddedNOON, MICHAEL, J · VICE PRESIDENT · Less than 5% · control person
Mar 30, 2012 filing (earliest on record)
- ListedCAGLIOLA, ROBERT, JOHN · VICE PRESIDENT · Less than 5% · control person
- ListedCONNORS, JAMES, MILYARD · CHAIRMAN, DIRECTOR · 50–75% · control person
- ListedCONNORS, PETER, JAMES · PRESIDENT, DIRECTOR, TREASURER · Less than 5% · control person
- ListedFULLER, RUSSELL, JAY · DIRECTOR · Less than 5% · control person
- ListedLEAYMAN, ROBERT, CHARLES · SR. VICE PRESIDENT · Less than 5% · control person
- ListedMCCOY, BRIAN, GARY · VICE PRESIDENT · Less than 5% · control person
- ListedMILLER, MARLIN · DIRECTOR · 5–10% · control person
- ListedMORAN, WILLIAM · DIRECTOR · 10–25% · control person
- ListedPOTTIEGER, STEVEN, EARL · VICE PRESIDENT · Less than 5% · control person
- ListedSEHER, RONALD, HARRY · VICE CHAIRMAN, DIRECTOR · 5–10% · control person
- ListedSILVERMAN, STEVEN · SENIOR VICE PRESIDENT · Less than 5% · control person
- ListedZIDIK, LIDIA, HLADUN · VICE PRESIDENT;CHIEF COMPLIANCE OFFICER, SECRETARY · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$15.8M +1712.0%
- TAIWAN SEMICONDUCTOR MANUFACTURING$14.5M +4782.4%
- PALO ALTO NETWORKS$9.4M +59.8%
- NVIDIA$9.1M +27.3%
- ALPHABET CLASS A$7.7M +25.2%
Top Trims
- PALANTIR TECHNOLOGIES-$33.6M -41.7%
- ABBOTT LABORATORIES-$14.3M -93.0%
- CISCO SYSTEMS-$3.0M -14.6%
- PEPSICO-$2.8M -13.1%
- VERIZON COMMUNICATIONS-$2.6M -16.2%
New Positions
- AMERICAN EXPRESS$12.6M
- ARISTA NETWORKS$7.9M
- ASML HOLDING NV$4.2M
- LIGAND PHARMACEUTICALS$3.4M
- FRANKLIN ELECTRIC CO INC$3.0M
Exited Positions
- SCHWAB CHARLES$12.8M
- MEDTRONIC$12.2M
- SALESFORCE.COM$10.0M
- ACCENTURE$8.9M
- SIMPLY GOOD FOOD CO$3.7M
CONNORS INVESTOR SERVICES INC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 037833100 | $51.0M | 4.41% | 176,209 | SH |
| 2 | PALANTIR TECHNOLOGIES | PLTR | 69608A108 | $47.0M | 4.07% | 402,802 | SH |
| 3 | SPDR S & P 500 INDEX | SPY | 78462F103 | $44.4M | 3.84% | 59,462 | SH |
| 4 | NVIDIA | NVDA | 67066G104 | $42.5M | 3.68% | 212,631 | SH |
| 5 | ALPHABET CLASS A | GOOGL | 02079K305 | $38.0M | 3.29% | 106,271 | SH |
| 6 | AMAZONCOM | AMZN | 023135106 | $33.4M | 2.89% | 140,054 | SH |
| 7 | MICROSOFT | MSFT | 594918104 | $33.0M | 2.85% | 88,345 | SH |
| 8 | PALO ALTO NETWORKS | PANW | 697435105 | $25.1M | 2.17% | 73,485 | SH |
| 9 | JPMORGAN CHASE | JPM | 46625H100 | $23.7M | 2.05% | 72,256 | SH |
| 10 | LILLY ELI | LLY | 532457108 | $22.0M | 1.90% | 18,314 | SH |
| 11 | ISHARES RUSSELL 2000 INDEX | IWM | 464287655 | $21.9M | 1.90% | 72,910 | SH |
| 12 | EATON | ETN | G29183103 | $21.8M | 1.88% | 51,088 | SH |
| 13 | WILLIAMS COMPANIES | WMB | 969457100 | $21.6M | 1.87% | 291,040 | SH |
| 14 | CHUBB | CB | H1467J104 | $21.3M | 1.84% | 62,380 | SH |
| 15 | LINDE PLC | LIN | G5494J103 | $21.2M | 1.83% | 40,776 | SH |
| 16 | BROADCOM | AVGO | 11135F101 | $20.5M | 1.78% | 54,317 | SH |
| 17 | ABBVIE | ABBV | 00287Y109 | $20.2M | 1.75% | 80,288 | SH |
| 18 | QUANTA SERVICES | PWR | 74762E102 | $19.7M | 1.70% | 27,344 | SH |
| 19 | WELLTOWER | WELL | 95040Q104 | $19.6M | 1.70% | 86,484 | SH |
| 20 | MORGAN STANLEY | MS | 617446448 | $19.5M | 1.69% | 93,141 | SH |
| 21 | QNITY ELECTRONICS INC | Q | 74743L100 | $19.1M | 1.65% | 117,026 | SH |
| 22 | TJX COMPANIES | TJX | 872540109 | $18.5M | 1.60% | 122,189 | SH |
| 23 | PEPSICO | PEP | 713448108 | $18.3M | 1.58% | 135,162 | SH |
| 24 | VISA | V | 92826C839 | $17.9M | 1.55% | 52,251 | SH |
| 25 | META PLATFORMS | META | 30303M102 | $17.9M | 1.55% | 31,804 | SH |
| 26 | RTX CORP | RTX | 75513E101 | $17.8M | 1.54% | 93,893 | SH |
| 27 | CISCO SYSTEMS | CSCO | 17275R102 | $17.6M | 1.52% | 149,443 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.7M | 1.44% | 65,715 | SH |
| 29 | TAPESTRY | TPR | 876030107 | $16.2M | 1.40% | 110,652 | SH |
| 30 | LOWE'S | LOW | 548661107 | $15.6M | 1.35% | 70,853 | SH |
| 31 | DUKE ENERGY | DUK | 264399106 | $15.3M | 1.32% | 120,637 | SH |
| 32 | CATERPILLAR | CAT | 149123101 | $15.2M | 1.32% | 14,316 | SH |
| 33 | DOORDASH | DASH | 25809K105 | $15.1M | 1.31% | 82,000 | SH |
| 34 | COCA-COLA | KO | 191216100 | $15.1M | 1.31% | 185,949 | SH |
| 35 | WELLS FARGO | WFC | 949746101 | $15.0M | 1.29% | 180,965 | SH |
| 36 | TAIWAN SEMICONDUCTOR MANUFACTURING | TSM | 874039100 | $14.9M | 1.29% | 31,095 | SH |
| 37 | STRYKER | SYK | 863667101 | $14.3M | 1.24% | 45,496 | SH |
| 38 | VERIZON COMMUNICATIONS | VZ | 92343V104 | $13.6M | 1.18% | 322,280 | SH |
| 39 | WAL-MART STORES | WMT | 931142103 | $13.1M | 1.13% | 115,740 | SH |
| 40 | GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNI | GQPIL | 38147N293 | $13.0M | 1.12% | 551,671 | SH |
| 41 | AMERICAN EXPRESS | AXP | 025816109 | $12.6M | 1.09% | 37,104 | SH |
| 42 | WASTE MANAGEMENT | WM | 94106L109 | $12.4M | 1.08% | 55,785 | SH |
| 43 | BOEING | BA | 097023105 | $10.8M | 0.94% | 50,116 | SH |
| 44 | CHEVRON | CVX | 166764100 | $9.7M | 0.84% | 58,480 | SH |
| 45 | ISHARES MSCI EAFE INDEX | EFA | 464287465 | $9.4M | 0.82% | 90,905 | SH |
| 46 | PROLOGIS | PLD | 74340W103 | $8.7M | 0.76% | 64,410 | SH |
| 47 | PROCTER & GAMBLE | PG | 742718109 | $8.7M | 0.75% | 59,113 | SH |
| 48 | DUPONT DE NEMOURS | DD | 26614N102 | $8.6M | 0.75% | 63,604 | SH |
| 49 | ARISTA NETWORKS | ANET | 040413205 | $7.9M | 0.68% | 46,320 | SH |
| 50 | VANGUARD FTSE EMERGING MARKETS ETF | VWO | 922042858 | $6.9M | 0.60% | 116,373 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.16B | 153 | 0000884548-26-000004 |
| 2026-03-31 | 2026-05-15 | $1.08B | 149 | 0000884548-26-000002 |
| 2025-12-31 | 2026-02-09 | $1.16B | 151 | 0000884548-26-000001 |
| 2025-09-30 | 2025-11-25 | $1.17B | 153 | 0000884548-25-000006 |
Filer Information
Address
C/O CONNORS INVESTOR SERVICES1210 BROADCASTING ROAD
WYOMISSING, PA 19610
Phone
(610) 376-7418
Filing Manager
CONNORS INVESTOR SERVICES INC
WYOMISSING, PA
Signatory
Debora Covell
Debora Covell