CONNORS INVESTOR SERVICES INC — 13F Holdings & Portfolio
CIK 884548 · latest 13F-HR filed 2026-05-15
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
$1.08B
Long-equity book
Holdings
149
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+16 / −18 / ↑31 / ↓65
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PROCTER & GAMBLE$6.8M +386.8%
- QNITY ELECTRONICS INC$5.3M +85.0%
- INTERNATIONAL BUSINESS MACHINES$5.0M +1843.1%
- WILLIAMS COMPANIES$3.8M +21.6%
- VERIZON COMMUNICATIONS$3.0M +22.5%
Top Trims
- PALANTIR TECHNOLOGIES-$37.6M -31.8%
- MORGAN STANLEY-$8.1M -34.6%
- WELLS FARGO-$7.2M -33.2%
- DOORDASH-$6.3M -33.7%
- SPDR S & P 500 INDEX-$5.4M -11.6%
New Positions
- WASTE MANAGEMENT$13.1M
- ISHARES MSCI EMERGING MARKETS INDEX$3.6M
- POWER INTEGRATIONS INC$3.0M
- ITRON INC$2.9M
- MATADOR RESOURCES CO$2.3M
Exited Positions
- GREEN DOT CORP$4.0M
- VARONIS SYSTEMS INC$3.5M
- ORACLE$2.6M
- HARMONY BIOSCIENCES HOLDINGS$2.6M
- CREDO TECHNOLOGY GROUP HOLDING LTD$2.0M
All Holdings
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 | PALANTIR TECHNOLOGIES | PLTR | 69608A108 | $80.6M | 7.45% | 551,102 | SH |
| 2 | APPLE | AAPL | 037833100 | $49.7M | 4.59% | 195,712 | SH |
| 3 | SPDR S & P 500 INDEX | SPY | 78462F103 | $41.1M | 3.80% | 63,251 | SH |
| 4 | NVIDIA | NVDA | 67066G104 | $33.4M | 3.09% | 191,600 | SH |
| 5 | MICROSOFT | MSFT | 594918104 | $31.1M | 2.87% | 84,092 | SH |
| 6 | ALPHABET CLASS A | GOOGL | 02079K305 | $30.3M | 2.80% | 105,449 | SH |
| 7 | AMAZONCOM | AMZN | 023135106 | $29.1M | 2.69% | 139,756 | SH |
| 8 | WILLIAMS COMPANIES | WMB | 969457100 | $21.2M | 1.96% | 291,683 | SH |
| 9 | JPMORGAN CHASE | JPM | 46625H100 | $21.2M | 1.96% | 72,108 | SH |
| 10 | PEPSICO | PEP | 713448108 | $21.1M | 1.95% | 135,652 | SH |
| 11 | CISCO SYSTEMS | CSCO | 17275R102 | $20.5M | 1.90% | 264,782 | SH |
| 12 | LINDE PLC | LIN | G5494J103 | $20.2M | 1.87% | 40,846 | SH |
| 13 | CHUBB | CB | H1467J104 | $20.2M | 1.87% | 62,001 | SH |
| 14 | TJX COMPANIES | TJX | 872540109 | $19.5M | 1.80% | 122,272 | SH |
| 15 | EATON | ETN | G29183103 | $18.3M | 1.69% | 51,061 | SH |
| 16 | RTX CORP | RTX | 75513E101 | $18.1M | 1.67% | 93,802 | SH |
| 17 | META PLATFORMS | META | 30303M102 | $18.1M | 1.67% | 31,569 | SH |
| 18 | QUANTA SERVICES | PWR | 74762E102 | $17.8M | 1.64% | 32,341 | SH |
| 19 | ABBVIE | ABBV | 00287Y109 | $17.4M | 1.61% | 80,007 | SH |
| 20 | WELLTOWER | WELL | 95040Q104 | $17.2M | 1.59% | 87,110 | SH |
| 21 | LOWE'S | LOW | 548661107 | $16.9M | 1.57% | 71,731 | SH |
| 22 | LILLY ELI | LLY | 532457108 | $16.9M | 1.56% | 18,320 | SH |
| 23 | VERIZON COMMUNICATIONS | VZ | 92343V104 | $16.3M | 1.50% | 324,551 | SH |
| 24 | BROADCOM | AVGO | 11135F101 | $16.3M | 1.50% | 52,547 | SH |
| 25 | DUKE ENERGY | DUK | 264399106 | $15.8M | 1.46% | 120,802 | SH |
| 26 | PALO ALTO NETWORKS | PANW | 697435105 | $15.7M | 1.45% | 97,801 | SH |
| 27 | MORGAN STANLEY | MS | 617446448 | $15.4M | 1.42% | 93,350 | SH |
| 28 | ABBOTT LABORATORIES | ABT | 002824100 | $15.4M | 1.42% | 149,591 | SH |
| 29 | ISHARES RUSSELL 2000 INDEX | IWM | 464287655 | $15.1M | 1.40% | 61,012 | SH |
| 30 | WELLS FARGO | WFC | 949746101 | $14.4M | 1.33% | 180,319 | SH |
| 31 | WAL-MART STORES | WMT | 931142103 | $14.3M | 1.32% | 115,184 | SH |
| 32 | COCA-COLA | KO | 191216100 | $14.2M | 1.31% | 186,665 | SH |
| 33 | VISA | V | 92826C839 | $14.2M | 1.31% | 46,957 | SH |
| 34 | WASTE MANAGEMENT | WM | 94106L109 | $13.1M | 1.21% | 56,887 | SH |
| 35 | SCHWAB CHARLES | SCHW | 808513105 | $12.8M | 1.19% | 136,726 | SH |
| 36 | DOORDASH | DASH | 25809K105 | $12.3M | 1.14% | 82,000 | SH |
| 37 | MEDTRONIC | MDT | G5960L103 | $12.2M | 1.12% | 140,301 | SH |
| 38 | GOLDMAN SACHS GQG PARTNERS INTERNATIONAL | GPIQ | 38147N293 | $12.0M | 1.11% | 511,646 | SH |
| 39 | QNITY ELECTRONICS INC | Q | 74743L100 | $11.6M | 1.07% | 100,407 | SH |
| 40 | CATERPILLAR | CAT | 149123101 | $11.4M | 1.06% | 16,151 | SH |
| 41 | STRYKER | SYK | 863667101 | $11.4M | 1.05% | 34,582 | SH |
| 42 | TAPESTRY | TPR | 876030107 | $10.8M | 0.99% | 76,294 | SH |
| 43 | SALESFORCE.COM | CRM | 79466L302 | $10.0M | 0.93% | 53,775 | SH |
| 44 | BOEING | BA | 097023105 | $10.0M | 0.92% | 49,993 | SH |
| 45 | CHEVRON | CVX | 166764100 | $9.2M | 0.85% | 44,354 | SH |
| 46 | ACCENTURE | ACN | G1151C101 | $8.9M | 0.82% | 44,892 | SH |
| 47 | DUPONT DE NEMOURS | DD | 26614N102 | $8.7M | 0.80% | 189,855 | SH |
| 48 | PROCTER & GAMBLE | PG | 742718109 | $8.5M | 0.79% | 59,142 | SH |
| 49 | PROLOGIS | PLD | 74340W103 | $8.5M | 0.79% | 64,310 | SH |
| 50 | ISHARES MSCI EAFE INDEX | EFA | 464287465 | $8.2M | 0.76% | 84,435 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |