Institutional Manager · CIK 0000884548
CONNORS INVESTOR SERVICES INC
WYOMISSING, PA · File #028-03751
Latest AUM
$1.16B
Positions
151
Top-10 Concentration
40.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | PALANTIR TECHNOLOGIES | PLTR | -89,700 | -$15.9M | -$3.5M |
| NEW | ACCENTURE | ACN | +45,267 | +$12.1M | $0 |
| NEW | BOEING | BA-PA | +48,210 | +$10.5M | $0 |
| REDUCE | COSTCO WHOLESALE | 22160K105 | -10,499 | -$9.0M | -$1.2M |
| ADD | ALPHABET CLASS A | GOOG | +28,415 | +$8.9M | +$4.8M |
| REDUCE | ORACLE | ORCL-PD | -45,336 | -$8.8M | -$5.1M |
| NEW | QNITY ELECTRONICS INC | Q | +76,682 | +$6.3M | $0 |
| ADD | APPLE | AAPL | +16,825 | +$4.6M | +$2.9M |
| EXITED | CYBERARK SOFTWARE LTD | M2682V108 | -6,733 | -$3.3M | $0 |
| EXITED | FRESHPET INC | 358039105 | -54,342 | -$3.0M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025151 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Sep 2025153 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Mar 2025158 pos · $1.01B
- 13F HOLDINGS REPORTQ/E Dec 2024163 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Sep 2024158 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Jun 2024153 pos · $960.7M
- 13F HOLDINGS REPORTQ/E Mar 2024159 pos · $948.6M
- 13F HOLDINGS REPORTQ/E Dec 2023153 pos · $812.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES | PLTR | 664,802 | $118.2M | 11.69% |
| 2 | APPLE | AAPL | 186,185 | $50.6M | 5.01% |
| 3 | SPDR S & P 500 INDEX | SPY | 68,249 | $46.5M | 4.61% |
| 4 | NVIDIA | NVDA | 190,449 | $35.5M | 3.51% |
| 5 | AMAZONCOM | AMZN | 139,450 | $32.2M | 3.18% |
| 6 | MICROSOFT | MSFT | 65,671 | $31.7M | 3.14% |
| 7 | ALPHABET CLASS A | GOOG | 97,640 | $30.6M | 3.02% |
| 8 | MORGAN STANLEY | MS-PQ | 132,363 | $23.5M | 2.32% |
| 9 | JPMORGAN CHASE | VYLD | 71,841 | $23.1M | 2.29% |
| 10 | WELLS FARGO | 949746101 | 230,829 | $21.5M | 2.13% |
| 11 | META PLATFORMS | META | 31,130 | $20.5M | 2.03% |
| 12 | CISCO SYSTEMS | CSCO | 262,905 | $20.2M | 2.00% |
| 13 | QUANTA SERVICES | 74762E102 | 47,486 | $20.0M | 1.98% |
| 14 | LILLY ELI | LLY | 18,400 | $19.8M | 1.96% |
| 15 | PEPSICO | PEP | 135,927 | $19.5M | 1.93% |
| 16 | CHUBB | CB | 62,307 | $19.4M | 1.92% |
| 17 | TJX COMPANIES | 872540109 | 121,937 | $18.7M | 1.85% |
| 18 | ABBOTT LABORATORIES | ABLZF | 148,323 | $18.6M | 1.84% |
| 19 | DOORDASH | DASH | 82,000 | $18.6M | 1.84% |
| 20 | RTX CORP | RTX | 99,899 | $18.3M | 1.81% |