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Connable Office Inc

SEC CIK
0000914933
Latest filing
Aug 3, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 5, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
224
+7 vs. Q1 2025
Portfolio value
$1.01B
+$71.0M (+7.6%) vs. Q1 2025
Filed
Aug 5, 2025
SEC
Holdings of Connable Office Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF393,352$243.0M24.1%+741+0.2%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,318,862$75.2M7.4%−34,432−2.5%Reduced–
iShares Tr464287234MSCI EMG MKT ETF1,153,905$55.7M5.5%−13,463−1.2%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF401,098$39.8M3.9%+119,947+42.7%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF656,140$39.4M3.9%−7,645−1.2%Reduced–
SYKStryker CorpStock99,498$39.4M3.9%−869−0.9%ReducedHistory
Flexshares Tr33939L407MORNSTAR UPSTR937,063$37.6M3.7%−25,538−2.7%Reduced–
iShares Tr464288588MBS ETF318,617$29.9M3.0%+42,672+15.5%Added–
WisdomTree Tr97717X669US QTLY DIV GRT312,643$26.2M2.6%+34,557+12.4%Added–
iShares Tr464287739U.S. REAL ES ETF274,519$26.0M2.6%−727−0.3%Reduced–
BRK.ABerkshire Hathaway IncCL A26$18.9M1.9%00.0%UnchangedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF98,993$18.1M1.8%+98,993New–
Vanguard Malvern FDS922020805STRM INFPROIDX345,339$17.4M1.7%+221,077+177.9%Added–
MSFTMicrosoft CorpStock33,803$16.8M1.7%+3,221+10.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF171,419$15.3M1.5%−33,341−16.3%Reduced–
NVDANVIDIA CorpStock92,092$14.5M1.4%+190+0.2%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW130,320$14.2M1.4%+118+0.1%Added–
iShares Inc464286608MSCI EURZONE ETF193,566$11.5M1.1%+193,566New–
AAPLApple Inc.Stock49,365$10.1M1.0%+3,602+7.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF12,942$7.35M0.7%−486−3.6%Reduced–
AMZNAmazon Com IncStock29,934$6.57M0.6%+570+1.9%AddedHistory
JPMJPMorgan Chase & CoStock20,910$6.06M0.6%−855−3.9%ReducedHistory
iShares Tips Bond ETF464287176ETF55,018$6.05M0.6%+305+0.6%Added–
MAMastercard IncStock10,604$5.96M0.6%+37+0.4%AddedHistory
AVGOBroadcom Inc.Stock21,432$5.91M0.6%+1,235+6.1%AddedHistory
METAMeta Platforms, Inc.Stock7,553$5.57M0.6%+677+9.8%AddedHistory
RTXRTX CorpStock34,458$5.03M0.5%+9,438+37.7%AddedHistory
APHAmphenol CorpCL A45,551$4.50M0.4%+155+0.3%AddedHistory
LINLinde PLCStock9,510$4.46M0.4%−173−1.8%ReducedHistory
TSLATesla, Inc.Stock13,912$4.42M0.4%+30+0.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF18,085$4.29M0.4%+687+3.9%Added–
GOOGLAlphabet Inc.Stock22,631$3.99M0.4%+810+3.7%AddedHistory
LLYEli Lilly & CoStock4,672$3.64M0.4%+84+1.8%AddedHistory
PANWPalo Alto Networks IncStock17,606$3.60M0.4%−12−0.1%ReducedHistory
GOOGAlphabet Inc.Stock20,114$3.57M0.4%−2,251−10.1%ReducedHistory
COPConocoPhillipsStock38,779$3.48M0.3%+1,921+5.2%AddedHistory
MCOMoodys CorpStock6,721$3.37M0.3%−6−0.1%ReducedHistory
AXPAmerican Express CoStock10,450$3.33M0.3%+36+0.3%AddedHistory
COSTCostco Wholesale CorpStock3,279$3.25M0.3%+24+0.7%AddedHistory
MARMarriott International IncStock11,766$3.21M0.3%+41+0.3%AddedHistory
DISWalt Disney CoStock25,203$3.13M0.3%−3,769−13.0%ReducedHistory
PGProcter & Gamble CoStock19,540$3.11M0.3%+139+0.7%AddedHistory
WFCWells Fargo & CompanyStock38,222$3.06M0.3%−6,507−14.5%ReducedHistory
KLACKLA CorpCOM NEW3,394$3.04M0.3%−10−0.3%ReducedHistory
LOWLowes Companies IncStock13,670$3.03M0.3%−11−0.1%ReducedHistory
HONHoneywell International IncCOM12,647$2.95M0.3%+25+0.2%AddedHistory
KOCoca Cola CoStock41,346$2.93M0.3%−75−0.2%ReducedHistory
ADSKAutodesk, Inc.COM9,096$2.82M0.3%−8−0.1%ReducedHistory
NEENextera Energy IncStock39,338$2.73M0.3%+740+1.9%AddedHistory
TMUST-Mobile US, Inc.Stock11,263$2.68M0.3%−2,141−16.0%ReducedHistory
CCitigroup IncStock31,409$2.67M0.3%−100−0.3%ReducedHistory
DEDeere & CoStock5,125$2.61M0.3%−905−15.0%ReducedHistory
CRMSalesforce, Inc.Stock9,351$2.55M0.3%+31+0.3%AddedHistory
KKRKKR & Co. Inc.COM18,642$2.48M0.2%−38−0.2%ReducedHistory
DHRDanaher CorpStock12,320$2.43M0.2%+42+0.3%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR10,359$2.35M0.2%−768−6.9%ReducedHistory
ACGLArch Capital Group Ltd.Stock25,677$2.34M0.2%−877−3.3%ReducedHistory
SESea LtdSPONSORD ADS14,392$2.30M0.2%−1,067−6.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock5,639$2.29M0.2%+94+1.7%AddedHistory
SPOTSpotify Technology S.A.Stock2,894$2.22M0.2%−194−6.3%ReducedHistory
UNPUnion Pacific CorpStock9,546$2.20M0.2%−1,173−10.9%ReducedHistory
PEPPepsiCo IncStock16,223$2.14M0.2%+747+4.8%AddedHistory
PMPhilip Morris International Inc.Stock11,626$2.12M0.2%+11,626NewHistory
UNHUnitedHealth Group IncStock6,739$2.10M0.2%−1,417−17.4%ReducedHistory
ACNAccenture plcStock6,938$2.07M0.2%+24+0.3%AddedHistory
SHWSherwin Williams CoCOM5,993$2.06M0.2%−10−0.2%ReducedHistory
ABTAbbott LaboratoriesStock14,961$2.03M0.2%+145+1.0%AddedHistory
PHParker-Hannifin CorpStock2,896$2.02M0.2%+2,896NewHistory
ETNEaton Corp plcStock5,471$1.95M0.2%−567−9.4%ReducedHistory
MCKMcKesson CorpStock2,551$1.87M0.2%+2,551NewHistory
SAPSAP SEADR6,100$1.86M0.2%−452−6.9%ReducedHistory
ROKRockwell Automation, IncStock5,456$1.81M0.2%−1,562−22.3%ReducedHistory
IBMInternational Business Machines CorpStock6,029$1.78M0.2%+6,029NewHistory
CMGChipotle Mexican Grill IncCOM31,562$1.77M0.2%+107+0.3%AddedHistory
EOGEOG Resources IncStock14,222$1.70M0.2%+31+0.2%AddedHistory
iShares Tr464288414NATIONAL MUN ETF16,005$1.67M0.2%+10,820+208.7%Added–
AMGNAmgen IncStock5,806$1.62M0.2%+149+2.6%AddedHistory
ADBEAdobe Inc.Stock3,682$1.42M0.1%+6+0.2%AddedHistory
GWREGuidewire Software, Inc.COM5,793$1.36M0.1%−482−7.7%ReducedHistory
HHyatt Hotels CorpCOM CL A9,412$1.31M0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A33,785$1.30M0.1%+117+0.3%AddedHistory
CPNGCoupang, Inc.CL A42,148$1.26M0.1%−3,125−6.9%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM14,425$1.14M0.1%−1,070−6.9%ReducedHistory
FDSFactset Research Systems IncStock2,390$1.07M0.1%00.0%UnchangedHistory
ASMLASML Holding NVADR1,316$1.05M0.1%−98−6.9%ReducedHistory
MNDYmonday.com Ltd.SHS3,329$1.05M0.1%−246−6.9%ReducedHistory
MELIMercadolibre IncCOM393$1.03M0.1%−29−6.9%ReducedHistory
IBNIcici Bank LtdADR30,042$1.01M0.1%−2,227−6.9%ReducedHistory
HLIHoulihan Lokey, Inc.CL A5,576$1.00M0.1%−884−13.7%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF5,178$997.9K0.1%−191−3.6%Reduced–
IDXXIDEXX Laboratories IncCOM1,800$965.4K0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF1,546$959.9K0.1%+349+29.2%Added–
ITGRInteger Holdings CorpCOM7,709$948.0K0.1%+609+8.6%AddedHistory
CHHChoice Hotels International IncCOM7,200$913.5K0.1%00.0%UnchangedHistory
RACEFerrari N.V.COM1,840$903.0K0.1%−1,894−50.7%ReducedHistory
PRIPrimerica, Inc.Stock3,212$879.0K0.1%00.0%UnchangedHistory
NUNu Holdings Ltd.ORD SHS CL A63,060$865.2K0.1%−4,676−6.9%ReducedHistory
UBSUBS Group AGStock25,409$859.3K0.1%−1,884−6.9%ReducedHistory
ITGartner IncCOM2,100$848.9K0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR12,209$842.7K0.1%−7,929−39.4%ReducedHistory

Sold out since Q1 2025 (20)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Connable Office Inc sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT105,516$18.3M1.9%–
Vanguard Morningstar Mid-Cap ETF922908629ETF47,621$12.3M1.3%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF147,884$10.4M1.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO76,622$10.1M1.1%–
Janus Detroit STR Tr47103U845HENDRSON AAA CL186,835$9.47M1.0%–
ABBVAbbVie Inc.Stock7,611$1.59M0.2%History
ICLRIcon PLCCOM5,845$1.02M0.1%History
BERYBerry Global Group, Inc.COM6,088$425.0K<0.1%History
ANSSAnsys IncCOM1,165$368.8K<0.1%History
DEIDouglas Emmett IncCOM18,778$300.4K<0.1%History
MANUManchester United plcORD CL A21,031$275.3K<0.1%History
SRSpire IncCOM3,305$258.6K<0.1%History
ENTGEntegris IncCOM2,792$244.2K<0.1%History
TXNMTXNM Energy IncCOM4,397$235.2K<0.1%History
AXSAxis Capital Holdings LtdSHS2,269$227.4K<0.1%History
SAICScience Applications International CorpCOM1,949$218.8K<0.1%History
TREXTrex Co IncCOM3,512$204.0K<0.1%History
BCOBrinks CoCOM2,327$200.5K<0.1%History
NEOGNeogen CorpCOM18,793$162.9K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM10,669$95.4K<0.1%History