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Connable Office Inc

SEC CIK
0000914933
Latest filing
Aug 3, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 6, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
213
−3 vs. Q1 2021
Portfolio value
$721.4M
+$33.6M (+4.9%) vs. Q1 2021
Filed
Aug 6, 2021
SEC
Holdings of Connable Office Inc in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF262,375$112.3M15.6%−3,583−1.3%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF1,299,300$71.7M9.9%+12,616+1.0%Added–
Flexshares Tr33939L407MORNSTAR UPSTR1,342,549$51.4M7.1%+970+0.1%Added–
iShares MSCI Eafe ETF464287465ETF447,745$35.3M4.9%+1,719+0.4%Added–
iShares Tr464288877EAFE VALUE ETF633,424$32.8M4.5%+254,452+67.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF259,107$19.4M2.7%+25,360+10.8%Added–
SPDR Series Trust78468R556SP O&G EXPL PRO198,928$19.2M2.7%+508+0.3%Added–
Vanguard Real Estate ETF922908553ETF186,904$19.0M2.6%+270.0%Added–
Kraneshares Trust500767405BOSERA MSCI CHIN273,450$13.1M1.8%+1,079+0.4%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF190,604$12.8M1.8%+261+0.1%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF116,080$12.2M1.7%−129,797−52.8%Reduced–
MSFTMicrosoft CorpStock34,816$9.43M1.3%−1,011−2.8%ReducedHistory
ARK Innovation ETF00214Q104ETF69,701$9.12M1.3%+1,233+1.8%Added–
AAPLApple Inc.Stock63,040$8.63M1.2%−1,947−3.0%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF68,573$7.91M1.1%+940+1.4%Added–
Vanguard S&P 500 ETF922908363ETF20,088$7.91M1.1%+333+1.7%Added–
iShares Global Clean Energy ETF464288224ETF324,906$7.62M1.1%+14,497+4.7%Added–
AMZNAmazon Com IncStock2,066$7.11M1.0%−65−3.1%ReducedHistory
JPMJPMorgan Chase & CoStock39,085$6.08M0.8%−1,265−3.1%ReducedHistory
PYPLPayPal Holdings, Inc.Stock18,258$5.32M0.7%−395−2.1%ReducedHistory
AXPAmerican Express CoStock31,662$5.23M0.7%−464−1.4%ReducedHistory
MAMastercard IncStock14,301$5.22M0.7%−431−2.9%ReducedHistory
COPConocoPhillipsStock83,981$5.11M0.7%−2,393−2.8%ReducedHistory
DHRDanaher CorpStock19,049$5.11M0.7%−241−1.2%ReducedHistory
METAMeta Platforms, Inc.Stock13,991$4.87M0.7%−283−2.0%ReducedHistory
UNHUnitedHealth Group IncStock11,974$4.79M0.7%−188−1.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock9,233$4.66M0.6%−140−1.5%ReducedHistory
CCICrown Castle Inc.REIT23,462$4.58M0.6%+29+0.1%AddedHistory
CCitigroup IncStock61,175$4.33M0.6%−573−0.9%ReducedHistory
SYKStryker CorpStock16,587$4.31M0.6%−50.0%ReducedHistory
EFXEquifax IncCOM17,704$4.24M0.6%−15−0.1%ReducedHistory
HONHoneywell International IncCOM18,733$4.11M0.6%−108−0.6%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF17,576$3.96M0.5%+702+4.2%Added–
ITWIllinois Tool Works IncStock17,124$3.83M0.5%−117−0.7%ReducedHistory
PGProcter & Gamble CoStock28,067$3.79M0.5%+124+0.4%AddedHistory
GOOGAlphabet Inc.Stock1,503$3.77M0.5%−61−3.9%ReducedHistory
MTBM&T Bank CorpCOM25,760$3.74M0.5%+137+0.5%AddedHistory
GOOGLAlphabet Inc.Stock1,465$3.58M0.5%−34−2.3%ReducedHistory
MCOMoodys CorpStock9,648$3.50M0.5%+33+0.3%AddedHistory
UNPUnion Pacific CorpStock15,810$3.48M0.5%+44+0.3%AddedHistory
ENTGEntegris IncCOM28,257$3.48M0.5%−1,226−4.2%ReducedHistory
ROKRockwell Automation, IncStock11,570$3.31M0.5%+11,570NewHistory
DISWalt Disney CoStock18,563$3.26M0.5%−96−0.5%ReducedHistory
COSTCostco Wholesale CorpStock8,109$3.21M0.4%+11+0.1%AddedHistory
PEPPepsiCo IncStock21,541$3.19M0.4%−89−0.4%ReducedHistory
GPNGlobal Payments IncStock16,985$3.19M0.4%+64+0.4%AddedHistory
EQIXEquinix IncCOM3,940$3.16M0.4%−6−0.2%ReducedHistory
KOCoca Cola CoStock57,190$3.10M0.4%−92−0.2%ReducedHistory
RTXRTX CorpStock36,056$3.08M0.4%+23+0.1%AddedHistory
ADPAutomatic Data Processing IncStock15,472$3.07M0.4%+40+0.3%AddedHistory
SCHWSchwab Charles CorpStock41,908$3.05M0.4%+74+0.2%AddedHistory
iShares Tips Bond ETF464287176ETF23,739$3.04M0.4%−586−2.4%Reduced–
AMGNAmgen IncStock12,235$2.98M0.4%−17−0.1%ReducedHistory
LOWLowes Companies IncStock15,362$2.98M0.4%+40+0.3%AddedHistory
MTCHMatch Group, Inc.COM18,084$2.92M0.4%+16+0.1%AddedHistory
MRKMerck & Co., Inc.Stock36,858$2.87M0.4%+100+0.3%AddedHistory
BDXBecton Dickinson & CoStock11,570$2.81M0.4%−8−0.1%ReducedHistory
DRIDarden Restaurants IncCOM17,845$2.60M0.4%+99+0.6%AddedHistory
KEYSKeysight Technologies, Inc.Stock16,466$2.54M0.4%+19+0.1%AddedHistory
DDominion Energy, IncStock34,301$2.52M0.3%+164+0.5%AddedHistory
ABTAbbott LaboratoriesStock21,707$2.52M0.3%−734−3.3%ReducedHistory
NEENextera Energy IncStock32,449$2.38M0.3%−603−1.8%ReducedHistory
PLDPrologis, Inc.REIT19,626$2.35M0.3%+53+0.3%AddedHistory
VLOValero Energy CorpStock29,938$2.34M0.3%+28+0.1%AddedHistory
AIGAmerican International Group, Inc.Stock47,823$2.28M0.3%−457−0.9%ReducedHistory
TXNTexas Instruments IncStock11,821$2.27M0.3%−8,526−41.9%ReducedHistory
TMUST-Mobile US, Inc.Stock15,388$2.23M0.3%+15,388NewHistory
LRCXLam Research CorpCOM3,410$2.22M0.3%+16+0.5%AddedHistory
CDNSCadence Design Systems IncStock15,674$2.15M0.3%−3,042−16.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR17,319$2.08M0.3%−4,178−19.4%ReducedHistory
ASMLASML Holding NVADR3,001$2.07M0.3%−698−18.9%ReducedHistory
TSLATesla, Inc.Stock3,046$2.07M0.3%+7+0.2%AddedHistory
KLACKLA CorpCOM NEW6,224$2.02M0.3%+6,224NewHistory
PANWPalo Alto Networks IncStock5,284$1.96M0.3%+26+0.5%AddedHistory
FWONKLiberty Media CorpCOM SER C FRMLA39,693$1.91M0.3%−8,482−17.6%ReducedHistory
MOSMosaic CoCOM57,617$1.84M0.3%+66+0.1%AddedHistory
MELIMercadolibre IncCOM1,168$1.82M0.3%−36−3.0%ReducedHistory
OTISOtis Worldwide CorpStock22,108$1.81M0.3%+108+0.5%AddedHistory
CPCanadian Pacific Kansas City LtdCOM23,370$1.80M0.2%−545−2.3%ReducedConverted for a 5-for-1 splitHistory
ECLEcolab Inc.Stock7,661$1.58M0.2%+41+0.5%AddedHistory
RMDResmed IncCOM6,388$1.57M0.2%−356−5.3%ReducedHistory
SHOPShopify Inc.Stock1,009$1.47M0.2%−50−4.7%ReducedHistory
ACNAccenture plcStock4,881$1.44M0.2%−1,698−25.8%ReducedHistory
IDXXIDEXX Laboratories IncCOM2,224$1.41M0.2%−406−15.4%ReducedHistory
LULUlululemon athletica inc.Stock3,361$1.23M0.2%−205−5.7%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS16,639$1.22M0.2%−5,607−25.2%ReducedHistory
MTDMettler Toledo International IncCOM858$1.19M0.2%−51−5.6%ReducedHistory
RACEFerrari N.V.COM5,667$1.17M0.2%+1,876+49.5%AddedHistory
ALCAlcon IncStock15,572$1.09M0.2%−961−5.8%ReducedHistory
INSPInspire Medical Systems, Inc.COM5,581$1.08M0.1%00.0%UnchangedHistory
STESTERIS plcSHS USD5,212$1.07M0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM15,808$1.07M0.1%−2,850−15.3%ReducedHistory
EPAMEPAM Systems, Inc.COM2,039$1.04M0.1%+2,039NewHistory
MTNVail Resorts IncCOM3,150$997.0K0.1%00.0%UnchangedHistory
HHyatt Hotels CorpCOM CL A12,215$948.0K0.1%−235−1.9%ReducedHistory
ZGZillow Group, Inc.CL A7,370$903.0K0.1%−480−6.1%ReducedHistory
PENNPENN Entertainment, Inc.COM11,453$876.0K0.1%−838−6.8%ReducedHistory
CHHChoice Hotels International IncCOM7,200$856.0K0.1%00.0%UnchangedHistory
CTLTCatalent, Inc.COM7,909$855.0K0.1%−1,559−16.5%ReducedHistory
CSGPCostar Group, Inc.COM10,310$854.0K0.1%−540−5.0%ReducedConverted for a 10-for-1 splitHistory

Sold out since Q1 2021 (16)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Connable Office Inc sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
DDDuPont de Nemours, Inc.COM38,030$2.94M0.4%History
CHTRCharter Communications, Inc.CL A2,458$1.52M0.2%History
SNNSmith & Nephew PLCSPDN ADR NEW21,940$832.0K0.1%History
TCF Finl Corp872307103COM10,923$507.0K0.1%–
GVAGranite Construction IncCOM6,613$266.0K<0.1%History
iShares Tr464287622RUS 1000 ETF1,161$260.0K<0.1%–
APDAir Products & Chemicals, Inc.Stock840$236.0K<0.1%History
BECNQxo Building Products, Inc.COM4,300$225.0K<0.1%History
UFCSUnited Fire Group IncCOM6,388$222.0K<0.1%History
TPHTri Pointe Homes, Inc.COM10,863$221.0K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM3,149$216.0K<0.1%History
VYXNCR Voyix CorpCOM5,517$209.0K<0.1%History
THRMGentherm IncCOM2,718$201.0K<0.1%History
PRMWPrimo Water CorpCOM11,496$187.0K<0.1%History
MDRXVeradigm Inc.COM10,335$155.0K<0.1%History
Colony Cap Inc New19626G108CL A COM10,487$68.0K<0.1%–