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Portfolio (Quarterly) Guide ↗

CONNABLE OFFICE INC

· CIK 0000914933
13F Portfolio $1.1B AUM 231 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 231 New
Page 10 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWM iShares Russell 2000 ETF 1,044.0 $314K 0.03% NEW $300.45 -0.9%
182 VRSK Verisk Analytics Inc Industrials 1,700.0 $305K 0.03% NEW $179.53 +4.5%
183 SLGN Silgan Holdings Inc Consumer Cyclical 6,565.0 $305K 0.03% NEW $46.39 -11.4%
184 REYN Reynolds Consumer Products Inc Consumer Cyclical 11,192.0 $301K 0.03% NEW $26.85 -5.0%
185 AIN Albany International Corp Consumer Cyclical 3,986.0 $297K 0.03% NEW $74.50 -21.0%
186 POR Portland General Electric Co Utilities 5,718.0 $296K 0.03% NEW $51.83 -3.2%
187 AMAT Applied Materials Inc Technology 402.0 $291K 0.03% NEW $723.00 -31.4%
188 RYN Rayonier Inc Real Estate 13,603.0 $289K 0.03% NEW $21.28 -0.0%
189 UGI UGI Corp Utilities 8,306.0 $287K 0.03% NEW $34.54 +9.7%
190 CNO CNO Financial Group Inc Financial Services 5,611.0 $286K 0.03% NEW $50.98 +4.2%
191 DVN Devon Energy Corp Energy 6,876.0 $284K 0.03% NEW $41.32 +19.3%
192 ST Sensata Technologies Holding PLC Technology 5,874.0 $280K 0.03% NEW $47.74 -12.2%
193 ICUI ICU Medical Inc Healthcare 1,903.0 $279K 0.03% NEW $146.60 +24.5%
194 GPK Graphic Packaging Holding Co Consumer Cyclical 26,285.0 $278K 0.02% NEW $10.57 +10.0%
195 KRG Kite Realty Group Trust Real Estate 9,750.0 $277K 0.02% NEW $28.38 -7.4%
196 IT Gartner Inc Technology 2,100.0 $272K 0.02% NEW $129.62 +49.4%
197 HP Helmerich & Payne Inc Energy 8,309.0 $272K 0.02% NEW $32.74 +34.7%
198 FCPT Four Corners Property Trust Inc Real Estate 10,816.0 $266K 0.02% NEW $24.55 +3.4%
199 DAKT Daktronics Inc Technology 13,215.0 $258K 0.02% NEW $19.56 -1.9%
200 AGCO AGCO Corp Industrials 2,147.0 $257K 0.02% NEW $119.70 -13.1%
Page 10 of 12  ·  231 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.7%
Technology 18.2%
Industrials 5.4%
Healthcare 5.1%
Consumer Cyclical 5.1%
Communication Services 4.1%
Consumer Defensive 2.6%
Energy 1.7%
Basic Materials 1.7%
Utilities 0.9%