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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 9 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FRME First Merchants Corp Financial Services 9,430.0 $412K 0.04% NEW $43.69 -3.9%
162 SF Stifel Financial Corporation Financial Services 5,873.0 $410K 0.04% NEW $69.77 +15.9%
163 AROC Archrock Inc Energy 10,041.0 $409K 0.04% NEW $40.71 -21.9%
164 EFSC Enterprise Financial Services Corp Financial Services 6,164.0 $406K 0.04% NEW $65.88 -3.5%
165 HMN Horace Mann Educators Corp Financial Services 7,735.0 $400K 0.04% NEW $51.65 -2.7%
166 XPRO Expro Group Holdings NV Energy 26,711.0 $395K 0.04% NEW $14.77 +23.4%
167 SON Sonoco Products Co Consumer Cyclical 6,976.0 $393K 0.04% NEW $56.35 +5.0%
168 OGS ONE Gas Inc Utilities 4,973.0 $383K 0.03% NEW $77.07 +3.4%
169 FNB FNB Corp Financial Services 19,982.0 $381K 0.03% NEW $19.08 -3.0%
170 WWW Wolverine World Wide Inc Consumer Cyclical 22,843.0 $378K 0.03% NEW $16.53 +26.7%
171 JNJ Johnson & Johnson Healthcare 1,466.0 $372K 0.03% NEW $253.97 +6.7%
172 STAG STAG Industrial Inc Real Estate 9,727.0 $370K 0.03% NEW $38.06 -3.6%
173 NBN Northeast Bank Financial Services 2,732.0 $362K 0.03% NEW $132.53 -2.1%
174 COLD Americold Realty Trust Inc Real Estate 22,787.0 $358K 0.03% NEW $15.72 -2.5%
175 AGYS Agilysys Inc Technology 3,255.0 $340K 0.03% NEW $104.50 +10.2%
176 BOX Box Inc Technology 12,388.0 $329K 0.03% NEW $26.54 +23.9%
177 ENTG Entegris Inc Technology 1,775.0 $319K 0.03% NEW $179.86 -20.6%
178 IBM I B M Corporation Technology 1,124.0 $316K 0.03% NEW $281.21 -15.7%
179 GLPI Gaming and Leisure Properties Inc Real Estate 7,080.0 $315K 0.03% NEW $44.53 -2.1%
180 WTM White Mountains Insurance Group Ltd Financial Services 152.0 $315K 0.03% NEW $2073.39 +2.5%
Page 9 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 55.1%
Technology 18.5%
Industrials 5.5%
Consumer Cyclical 5.2%
Healthcare 5.1%
Communication Services 3.0%
Consumer Defensive 2.6%
Energy 1.8%
Basic Materials 1.7%
Utilities 0.9%