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Connable Office Inc

SEC CIK
0000914933
Latest filing
Aug 3, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 1, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
204
−9 vs. Q1 2022
Portfolio value
$653.6M
−$95.4M (−12.7%) vs. Q1 2022
Filed
Aug 1, 2022
SEC
Holdings of Connable Office Inc in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF286,661$108.1M16.5%+7,156+2.6%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF1,314,821$52.7M8.1%−168,735−11.4%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF862,800$50.8M7.8%+67,173+8.4%Added–
Flexshares Tr33939L407MORNSTAR UPSTR1,056,384$41.9M6.4%−63,748−5.7%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF253,246$25.8M3.9%+171,055+208.1%Added–
Vanguard Real Estate ETF922908553ETF245,376$22.4M3.4%+75,513+44.5%Added–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF202,447$22.3M3.4%+202,447New–
iShares MSCI Eafe ETF464287465ETF336,155$21.0M3.2%−135,031−28.7%Reduced–
iShares Tr464288877EAFE VALUE ETF429,691$18.6M2.9%−257,534−37.5%Reduced–
SPDR Series Trust78468R556SP O&G EXPL PRO135,397$16.2M2.5%−40,451−23.0%Reduced–
Kraneshares Trust500767405BOSERA MSCI CHIN306,612$11.9M1.8%+2,907+1.0%Added–
MSFTMicrosoft CorpStock41,249$10.6M1.6%+3,375+8.9%AddedHistory
AAPLApple Inc.Stock57,646$7.88M1.2%−1,182−2.0%ReducedHistory
iShares Tr46429B671MSCI CHINA ETF124,862$6.97M1.1%+124,862New–
Vanguard S&P 500 ETF922908363ETF18,198$6.31M1.0%−685−3.6%Reduced–
UNHUnitedHealth Group IncStock11,613$5.96M0.9%−155−1.3%ReducedHistory
COPConocoPhillipsStock62,841$5.64M0.9%−10,589−14.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock8,710$4.73M0.7%−121−1.4%ReducedHistory
AMZNAmazon Com IncStock44,480$4.72M0.7%−640−1.4%ReducedConverted for a 20-for-1 splitHistory
DHRDanaher CorpStock17,928$4.54M0.7%−250−1.4%ReducedHistory
MAMastercard IncStock13,902$4.39M0.7%−192−1.4%ReducedHistory
JPMJPMorgan Chase & CoStock36,422$4.10M0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock27,585$3.97M0.6%00.0%UnchangedHistory
CCICrown Castle Inc.REIT23,488$3.96M0.6%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF76,776$3.76M0.6%+76,776New–
RTXRTX CorpStock37,993$3.65M0.6%−54−0.1%ReducedHistory
AXPAmerican Express CoStock26,254$3.64M0.6%−368−1.4%ReducedHistory
SYKStryker CorpStock18,049$3.59M0.5%+1,850+11.4%AddedHistory
KOCoca Cola CoStock54,182$3.41M0.5%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock84,859$3.32M0.5%+84,859NewHistory
GOOGAlphabet Inc.Stock1,506$3.29M0.5%+178+13.4%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF18,658$3.29M0.5%−267−1.4%Reduced–
GOOGLAlphabet Inc.Stock1,501$3.27M0.5%+178+13.5%AddedHistory
NEENextera Energy IncStock41,736$3.23M0.5%00.0%UnchangedHistory
AMGNAmgen IncStock13,121$3.19M0.5%+2,026+18.3%AddedHistory
PEPPepsiCo IncStock19,083$3.18M0.5%00.0%UnchangedHistory
HONHoneywell International IncCOM18,230$3.17M0.5%−24−0.1%ReducedHistory
EFXEquifax IncCOM17,332$3.17M0.5%00.0%UnchangedHistory
ACNAccenture plcStock11,387$3.16M0.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock6,556$3.14M0.5%−1,042−13.7%ReducedHistory
SCHWSchwab Charles CorpStock47,327$2.99M0.5%00.0%UnchangedHistory
UNPUnion Pacific CorpStock13,752$2.93M0.4%−1,961−12.5%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX55,396$2.78M0.4%−3,791−6.4%Reduced–
ABTAbbott LaboratoriesStock23,688$2.57M0.4%+4,211+21.6%AddedHistory
iShares Tips Bond ETF464287176ETF22,521$2.56M0.4%−1,728−7.1%Reduced–
ABBVAbbVie Inc.Stock16,126$2.47M0.4%+16,126NewHistory
ELEstee Lauder Companies IncCL A9,684$2.47M0.4%+9,684NewHistory
METAMeta Platforms, Inc.Stock15,235$2.46M0.4%00.0%UnchangedHistory
CVSCVS Health CorpStock26,495$2.46M0.4%00.0%UnchangedHistory
KLACKLA CorpCOM NEW7,676$2.45M0.4%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock38,602$2.40M0.4%+38,602NewHistory
MCOMoodys CorpStock8,574$2.33M0.4%00.0%UnchangedHistory
LOWLowes Companies IncStock12,991$2.27M0.3%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock13,654$2.25M0.3%00.0%UnchangedHistory
LINLinde PLCSHS7,615$2.19M0.3%+1,552+25.6%AddedHistory
ADBEAdobe Inc.Stock5,848$2.14M0.3%00.0%UnchangedHistory
EOGEOG Resources IncStock19,203$2.12M0.3%−5,166−21.2%ReducedHistory
LLYEli Lilly & CoStock6,370$2.06M0.3%+6,370NewHistory
ROKRockwell Automation, IncStock10,226$2.04M0.3%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock15,095$2.03M0.3%−42−0.3%ReducedHistory
PLDPrologis, Inc.REIT16,745$1.97M0.3%−22−0.1%ReducedHistory
PANWPalo Alto Networks IncStock3,922$1.94M0.3%00.0%UnchangedHistory
NVDANVIDIA CorpStock12,449$1.89M0.3%−3,728−23.0%ReducedHistory
CHTRCharter Communications, Inc.CL A4,003$1.88M0.3%+4,003NewHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF26,309$1.84M0.3%+26,309New–
LRCXLam Research CorpCOM4,225$1.80M0.3%00.0%UnchangedHistory
MARMarriott International IncStock13,115$1.78M0.3%−22−0.2%ReducedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF56,053$1.76M0.3%+56,053New–
LYVLive Nation Entertainment, Inc.COM21,113$1.74M0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock13,631$1.74M0.3%+13,631NewHistory
DISWalt Disney CoStock18,263$1.72M0.3%−27−0.1%ReducedHistory
JCIJohnson Controls International plcStock35,380$1.69M0.3%+35,380NewHistory
CPCanadian Pacific Kansas City LtdCOM23,912$1.67M0.3%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF4,348$1.65M0.3%+301+7.4%Added–
AMDAdvanced Micro Devices IncStock20,527$1.57M0.2%+20,527NewHistory
ASMLASML Holding NVADR3,106$1.48M0.2%00.0%UnchangedHistory
RMDResmed IncCOM6,744$1.41M0.2%00.0%UnchangedHistory
NVONovo Nordisk A SADR12,074$1.34M0.2%+3,141+35.2%AddedHistory
PYPLPayPal Holdings, Inc.Stock19,205$1.34M0.2%−30−0.2%ReducedHistory
AONAon plcCL A4,537$1.22M0.2%00.0%UnchangedHistory
ALCAlcon IncStock16,532$1.16M0.2%00.0%UnchangedHistory
ICLRIcon PLCCOM5,275$1.14M0.2%00.0%UnchangedHistory
APTVAptiv PLCSHS12,261$1.09M0.2%−27−0.2%ReducedHistory
RACEFerrari N.V.COM5,915$1.08M0.2%00.0%UnchangedHistory
STESTERIS plcSHS USD5,211$1.07M0.2%00.0%UnchangedHistory
VLOValero Energy CorpStock10,080$1.07M0.2%+10,080NewHistory
MTDMettler Toledo International IncCOM909$1.04M0.2%00.0%UnchangedHistory
INSPInspire Medical Systems, Inc.COM5,581$1.02M0.2%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock3,566$972.0K0.1%00.0%UnchangedHistory
FDSFactset Research Systems IncStock2,390$919.0K0.1%00.0%UnchangedHistory
HHyatt Hotels CorpCOM CL A12,215$903.0K0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,200$808.0K0.1%00.0%UnchangedHistory
CHHChoice Hotels International IncCOM7,200$804.0K0.1%00.0%UnchangedHistory
CWSTCasella Waste Systems IncCL A10,407$756.0K0.1%00.0%UnchangedHistory
CTLTCatalent, Inc.COM6,868$737.0K0.1%+55+0.8%AddedHistory
DARDarling Ingredients Inc.COM11,778$704.0K0.1%00.0%UnchangedHistory
MTNVail Resorts IncCOM3,150$687.0K0.1%00.0%UnchangedHistory
CBTCabot CorpCOM10,638$679.0K0.1%−565−5.0%ReducedHistory
FORMFormfactor IncCOM17,254$668.0K0.1%00.0%UnchangedHistory
HLIHoulihan Lokey, Inc.CL A8,349$659.0K0.1%+225+2.8%AddedHistory

Sold out since Q1 2022 (29)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Connable Office Inc sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
State Street Financial Select Sector SPDR ETF81369Y605ETF235,810$9.04M1.2%–
ARK Innovation ETF00214Q104ETF69,193$4.59M0.6%–
USBUS Bancorp DECOM NEW55,899$2.97M0.4%History
EQIXEquinix IncCOM3,981$2.95M0.4%History
ITWIllinois Tool Works IncStock13,624$2.85M0.4%History
AIGAmerican International Group, Inc.Stock41,843$2.63M0.4%History
ADPAutomatic Data Processing IncStock11,211$2.55M0.3%History
GSGoldman Sachs Group IncStock7,231$2.39M0.3%History
KEYSKeysight Technologies, Inc.Stock14,940$2.36M0.3%History
MTBM&T Bank CorpCOM11,858$2.01M0.3%History
IQVIQVIA Holdings Inc.Stock8,079$1.87M0.2%History
OTISOtis Worldwide CorpStock21,503$1.66M0.2%History
CCMPCMC Materials, Inc.COM4,069$754.0K0.1%History
MANTMantech International CorpCL A5,297$457.0K0.1%History
iShares Tr464288414NATIONAL MUN ETF3,822$419.0K0.1%–
ILMNIllumina, Inc.COM937$327.0K<0.1%History
DAVAEndava plcADS2,140$285.0K<0.1%History
EBSEmergent BioSolutions Inc.COM6,409$263.0K<0.1%History
RHIRobert Half Inc.COM2,275$260.0K<0.1%History
SGSweetgreen, Inc.COM CL A7,870$252.0K<0.1%History
WRBYWarby Parker Inc.CL A COM7,350$249.0K<0.1%History
BRXBrixmor Property Group Inc.COM9,270$239.0K<0.1%History
DEIDouglas Emmett IncCOM7,140$239.0K<0.1%History
SSNCSS&C Technologies Holdings IncCOM3,175$238.0K<0.1%History
PEGAPegasystems IncCOM2,905$234.0K<0.1%History
VYXNCR Voyix CorpCOM5,701$229.0K<0.1%History
GDSGDS Holdings LtdSPONSORED ADS5,780$227.0K<0.1%History
KRGKite Realty Group TrustCOM NEW9,946$226.0K<0.1%History
ISBCInvestors Bancorp, Inc.COM14,652$219.0K<0.1%History