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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 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PCOR Procore Technologies Inc Technology 5,271.0 $214K 0.02% NEW $40.62 +54.9%
222 MMS MAXIMUS Inc Industrials 3,969.0 $213K 0.02% NEW $53.76 +8.6%
223 AVLV Avantis US Large Cap Value ETF 2,266.0 $207K 0.02% NEW $91.21 +3.6%
224 Birkenstock Holding PLC 4,767.0 $205K 0.02% NEW $43.03
225 XRAY Dentsply Sirona Inc Healthcare 16,344.0 $173K 0.01% NEW $10.61 +4.0%
226 PTEN Patterson-UTI Energy Inc Energy 17,634.0 $162K 0.01% NEW $9.18 +31.4%
227 Core Laboratories Inc 13,697.0 $160K 0.01% NEW $11.65
228 AVTR Avantor Inc Healthcare 15,239.0 $151K 0.01% NEW $9.90 +41.0%
229 FLO Flowers Foods Inc Consumer Defensive 15,923.0 $126K 0.01% NEW $7.90 -5.6%
230 PRGO Perrigo Company PLC Healthcare 10,749.0 $112K 0.01% NEW $10.39 +34.4%
231 SOUN SoundHound AI Inc Technology 11,957.0 $77K 0.01% NEW $6.47 +10.7%
Page 12 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%