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Connable Office Inc

SEC CIK
0000914933
Latest filing
Aug 3, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 7, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
215
−2 vs. Q1 2024
Portfolio value
$929.4M
+$46.7M (+5.3%) vs. Q1 2024
Filed
Aug 7, 2024
SEC
Holdings of Connable Office Inc in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF380,225$206.9M22.3%+5,085+1.4%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,200,041$59.3M6.4%+12,942+1.1%Added–
iShares Tr464287234MSCI EMG MKT ETF1,151,437$49.0M5.3%−780−0.1%Reduced–
SYKStryker CorpStock129,487$44.1M4.7%+116,287+881.0%AddedHistory
iShares Tr464287739U.S. REAL ES ETF404,881$35.5M3.8%+33,203+8.9%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF580,170$31.1M3.3%+12,174+2.1%Added–
Flexshares Tr33939L407MORNSTAR UPSTR735,929$29.5M3.2%+4,503+0.6%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF298,940$29.0M3.1%−19,579−6.1%Reduced–
iShares MSCI Eafe ETF464287465ETF296,607$23.2M2.5%−2,958−1.0%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT111,847$18.4M2.0%−5,264−4.5%Reduced–
SPDR Series Trust78468R556SP O&G EXPL PRO116,611$17.0M1.8%+4,912+4.4%Added–
WisdomTree Tr97717X669US QTLY DIV GRT206,547$16.1M1.7%+51,722+33.4%Added–
BRK.ABerkshire Hathaway IncCL A25$15.3M1.6%00.0%UnchangedHistory
MSFTMicrosoft CorpStock34,130$15.3M1.6%+1,541+4.7%AddedHistory
NVDANVIDIA CorpStock113,118$14.0M1.5%+16,378+16.9%AddedConverted for a 10-for-1 splitHistory
iShares Core MSCI Total International Stock ETF46432F834ETF196,542$13.3M1.4%−11,554−5.6%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW131,952$12.4M1.3%+1,813+1.4%Added–
iShares Tr46428743220 YR TR BD ETF128,768$11.8M1.3%+2,012+1.6%Added–
AAPLApple Inc.Stock52,599$11.1M1.2%−2,375−4.3%ReducedHistory
iShares Tr464288877EAFE VALUE ETF195,554$10.4M1.1%−1,988−1.0%Reduced–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF255,289$7.34M0.8%+5,550+2.2%Added–
AMZNAmazon Com IncStock36,064$6.97M0.7%−1,742−4.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF13,673$6.84M0.7%−344−2.5%Reduced–
LLYEli Lilly & CoStock6,836$6.19M0.7%−953−12.2%ReducedHistory
MAMastercard IncStock13,247$5.84M0.6%−628−4.5%ReducedHistory
JPMJPMorgan Chase & CoStock26,501$5.36M0.6%−1,262−4.5%ReducedHistory
GOOGAlphabet Inc.Stock27,902$5.12M0.6%−1,350−4.6%ReducedHistory
UNHUnitedHealth Group IncStock10,010$5.10M0.5%−476−4.5%ReducedHistory
COPConocoPhillipsStock43,842$5.01M0.5%−2,104−4.6%ReducedHistory
GOOGLAlphabet Inc.Stock27,118$4.94M0.5%−1,308−4.6%ReducedHistory
KLACKLA CorpCOM NEW5,963$4.92M0.5%−937−13.6%ReducedHistory
LINLinde PLCStock10,447$4.58M0.5%−318−3.0%ReducedHistory
PGProcter & Gamble CoStock24,883$4.10M0.4%−545−2.1%ReducedHistory
HONHoneywell International IncCOM19,103$4.08M0.4%+2,568+15.5%AddedHistory
PANWPalo Alto Networks IncStock11,437$3.88M0.4%−33−0.3%ReducedHistory
COSTCostco Wholesale CorpStock4,547$3.86M0.4%−799−14.9%ReducedHistory
WFCWells Fargo & CompanyStock63,786$3.79M0.4%−10,577−14.2%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF17,036$3.71M0.4%−18−0.1%Reduced–
DHRDanaher CorpStock14,077$3.52M0.4%−349−2.4%ReducedHistory
MCOMoodys CorpStock8,285$3.49M0.4%−10−0.1%ReducedHistory
DISWalt Disney CoStock34,940$3.47M0.4%−1,288−3.6%ReducedHistory
RTXRTX CorpStock34,338$3.45M0.4%−241−0.7%ReducedHistory
SCHWSchwab Charles CorpStock44,808$3.30M0.4%−1,230−2.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock5,897$3.26M0.4%−139−2.3%ReducedHistory
KOCoca Cola CoStock48,709$3.10M0.3%00.0%UnchangedHistory
NVONovo Nordisk A SADR21,168$3.02M0.3%−1,178−5.3%ReducedHistory
MARMarriott International IncStock12,364$2.99M0.3%−20−0.2%ReducedHistory
AXPAmerican Express CoStock12,553$2.91M0.3%−2,596−17.1%ReducedHistory
METAMeta Platforms, Inc.Stock5,624$2.84M0.3%−21−0.4%ReducedHistory
NEENextera Energy IncStock39,807$2.82M0.3%−110−0.3%ReducedHistory
MUMicron Technology IncStock21,142$2.78M0.3%−4,240−16.7%ReducedHistory
ACGLArch Capital Group Ltd.Stock27,436$2.77M0.3%−748−2.7%ReducedHistory
LOWLowes Companies IncStock12,455$2.75M0.3%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX56,123$2.72M0.3%+545+1.0%Added–
iShares Tips Bond ETF464287176ETF24,774$2.65M0.3%+1,767+7.7%Added–
PEPPepsiCo IncStock15,772$2.60M0.3%00.0%UnchangedHistory
TSLATesla, Inc.Stock12,834$2.54M0.3%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock14,324$2.52M0.3%−15−0.1%ReducedHistory
AMDAdvanced Micro Devices IncStock15,468$2.51M0.3%00.0%UnchangedHistory
ROKRockwell Automation, IncStock9,067$2.50M0.3%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock9,556$2.46M0.3%−2,596−21.4%ReducedHistory
UNPUnion Pacific CorpStock10,722$2.43M0.3%00.0%UnchangedHistory
APHAmphenol CorpCL A32,874$2.21M0.2%−7,380−18.3%ReducedConverted for a 2-for-1 splitHistory
AMGNAmgen IncStock6,935$2.17M0.2%−1,679−19.5%ReducedHistory
ACNAccenture plcStock7,104$2.16M0.2%−7,642−51.8%ReducedHistory
ADBEAdobe Inc.Stock3,712$2.06M0.2%−2,054−35.6%ReducedHistory
MDLZMondelez International, Inc.Stock31,083$2.03M0.2%−55−0.2%ReducedHistory
KKRKKR & Co. Inc.COM19,229$2.02M0.2%−5,557−22.4%ReducedHistory
CMGChipotle Mexican Grill IncCOM31,750$1.99M0.2%+31,750NewHistory
ABTAbbott LaboratoriesStock19,053$1.98M0.2%−32−0.2%ReducedHistory
ICLRIcon PLCCOM6,302$1.98M0.2%−350−5.3%ReducedHistory
RACEFerrari N.V.COM4,785$1.95M0.2%−837−14.9%ReducedHistory
AVGOBroadcom Inc.Stock1,192$1.91M0.2%+1,192NewHistory
EOGEOG Resources IncStock14,858$1.87M0.2%00.0%UnchangedHistory
PLDPrologis, Inc.REIT16,448$1.85M0.2%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR10,479$1.82M0.2%+10,479NewHistory
CPCanadian Pacific Kansas City LtdCOM21,972$1.73M0.2%−5,360−19.6%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR21,763$1.70M0.2%+5,322+32.4%AddedHistory
SLBSLB LimitedStock34,437$1.62M0.2%00.0%UnchangedHistory
ASMLASML Holding NVADR1,520$1.55M0.2%−695−31.4%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,817$1.54M0.2%−503−15.2%Reduced–
HHyatt Hotels CorpCOM CL A9,412$1.43M0.2%00.0%UnchangedHistory
TEAMAtlassian CorpCL A7,198$1.27M0.1%−401−5.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,100$1.26M0.1%+750+31.9%AddedHistory
FERGFerguson Enterprises Inc.SHS6,502$1.26M0.1%−362−5.3%ReducedHistory
PFEPfizer IncStock44,562$1.25M0.1%+44,562NewHistory
IBNIcici Bank LtdADR42,322$1.22M0.1%−1,886−4.3%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A90,457$1.17M0.1%−3,933−4.2%ReducedHistory
MELIMercadolibre IncCOM683$1.12M0.1%−175−20.4%ReducedHistory
NKENIKE, Inc.Stock14,247$1.07M0.1%00.0%UnchangedHistory
WCNWaste Connections, Inc.COM6,008$1.05M0.1%−268−4.3%ReducedHistory
STESTERIS plcSHS USD4,791$1.05M0.1%−214−4.3%ReducedHistory
CPNGCoupang, Inc.CL A49,337$1.03M0.1%+49,337NewHistory
TRIThomson Reuters CorpCOM NO PAR6,007$1.01M0.1%−268−4.3%ReducedHistory
AONAon plcCL A3,358$985.8K0.1%−1,017−23.2%ReducedHistory
SPOTSpotify Technology S.A.Stock3,135$983.7K0.1%+3,135NewHistory
FDSFactset Research Systems IncStock2,390$975.8K0.1%00.0%UnchangedHistory
FORMFormfactor IncCOM15,658$947.8K0.1%−432−2.7%ReducedHistory
ITGartner IncCOM2,100$943.0K0.1%00.0%UnchangedHistory
MNDYmonday.com Ltd.SHS3,857$928.6K0.1%+758+24.5%AddedHistory

Sold out since Q1 2024 (11)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Connable Office Inc sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD114,354$8.84M1.0%–
ENVEnvestnet, Inc.COM7,329$424.4K<0.1%History
CBRLCracker Barrel Old Country Store, IncCOM4,294$312.3K<0.1%History
MDPediatrix Medical Group, Inc.COM24,201$242.7K<0.1%History
PENNPENN Entertainment, Inc.COM12,110$220.5K<0.1%History
CNOCNO Financial Group, Inc.COM7,650$210.2K<0.1%History
MATXMatson, Inc.COM1,868$210.0K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM2,726$207.5K<0.1%History
FHBFirst Hawaiian, Inc.COM9,219$202.4K<0.1%History
ESGREnstar Group LTDSHS645$200.4K<0.1%History
FSPFranklin Street Properties CorpCOM10,547$23.9K<0.1%History