Connors Investor Services Inc reported 130 positions worth $1.02B for the quarter ended Jun 30, 2026, up 5.8% on the prior quarter. It opened 17 new positions, added to 39, trimmed 55 and exited 12. Its largest holding is Apple Inc. at 5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JNJ Johnson & Johnson | +61.9K | +1,644.0% | $15.73M | 1.64% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +30.2K | +3,355.0% | $14.42M | 1.46% |
| AXP American Express Co | +37.1K | – | $12.55M | 1.23% |
| ANET Arista Networks, Inc. | +46.3K | – | $7.87M | 0.773% |
| TPR Tapestry, Inc. | +34.4K | +45.0% | $5.03M | 1.59% |
| ASML Asml Holding Nv | +2,129 | – | $4.24M | 0.416% |
| NVDA Nvidia Corp | +21.0K | +11.0% | $4.21M | 4.18% |
| LGND Ligand Pharmaceuticals Inc | +10.9K | – | $3.44M | 0.338% |
| SYK Stryker Corp | +10.9K | +31.6% | $3.44M | 1.41% |
| FELE Franklin Electric Co Inc | +27.6K | – | $2.96M | 0.291% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | -148.3K | -26.9% | $17.30M | 4.62% |
| CSCO Cisco Systems, Inc. | -115.3K | -43.6% | $13.55M | 1.72% |
| SCHW Schwab Charles Corp | -136.7K | -100.0% | $12.85M | Exited |
| ABT Abbott Laboratories | -137.7K | -92.1% | $12.50M | 0.106% |
| MDT Medtronic plc | -140.3K | -100.0% | $12.16M | Exited |
| CRM Salesforce, Inc. | -53.8K | -100.0% | $10.04M | Exited |
| ACN Accenture plc | -44.9K | -100.0% | $8.90M | Exited |
| PANW Palo Alto Networks Inc | -24.3K | -24.9% | $8.29M | 2.46% |
| AAPL Apple Inc. | -19.5K | -10.0% | $5.64M | 5.01% |
| SMPL Simply Good Foods Co | -256.8K | -100.0% | $3.68M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AXP American Express Co | +37.1K | $12.55M | 1.23% |
| ANET Arista Networks, Inc. | +46.3K | $7.87M | 0.773% |
| ASML Asml Holding Nv | +2,129 | $4.24M | 0.416% |
| LGND Ligand Pharmaceuticals Inc | +10.9K | $3.44M | 0.338% |
| FELE Franklin Electric Co Inc | +27.6K | $2.96M | 0.291% |
| ADEA Adeia Inc. | +82.4K | $2.71M | 0.267% |
| SXT Sensient Technologies Corp | +21.4K | $2.63M | 0.259% |
| FRPT Freshpet, Inc. | +30.9K | $1.83M | 0.18% |
| SBUX Starbucks Corp | +14.1K | $1.44M | 0.141% |
| UNH Unitedhealth Group Inc | +3,057 | $1.27M | 0.125% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SCHW Schwab Charles Corp | -136.7K | $12.85M | 1.33% |
| MDT Medtronic plc | -140.3K | $12.16M | 1.26% |
| CRM Salesforce, Inc. | -53.8K | $10.04M | 1.04% |
| ACN Accenture plc | -44.9K | $8.90M | 0.925% |
| SMPL Simply Good Foods Co | -256.8K | $3.68M | 0.383% |
| TYL Tyler Technologies Inc | -8,157 | $2.79M | 0.29% |
| TRUP Trupanion, Inc. | -71.7K | $1.84M | 0.191% |
| PBH Prestige Consumer Healthcare Inc. | -30.8K | $1.82M | 0.189% |
| CBOE Cboe Global Markets, Inc. | -3,520 | $989.37K | 0.103% |
| DHR Danaher Corp | -2,600 | $492.96K | 0.051% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 176.2K | $50.99M | 5.01% | -19.5K | -10.0% | Reduced | 0% |
| 2 | PLTR Palantir Technologies Inc. | Technology | 402.8K | $46.99M | 4.62% | -148.3K | -26.9% | Reduced | 0.02% |
| 3 | NVDA Nvidia Corp | Technology | 212.6K | $42.55M | 4.18% | +21.0K | +11.0% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 106.3K | $37.98M | 3.73% | +822 | +0.8% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 140.1K | $33.38M | 3.28% | +298 | +0.2% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 88.3K | $32.95M | 3.24% | +4,253 | +5.1% | Added | 0% |
| 7 | PANW Palo Alto Networks Inc | Technology | 73.5K | $25.06M | 2.46% | -24.3K | -24.9% | Reduced | 0.01% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 72.3K | $23.65M | 2.32% | +148 | +0.2% | Added | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 18.3K | $21.97M | 2.16% | -6 | 0.0% | Reduced | 0% |
| 10 | ETN Eaton Corp plc | Industrials | 51.1K | $21.77M | 2.14% | +27 | +0.1% | Added | 0.01% |
| 11 | WMB Williams Companies, Inc. | Energy | 291.0K | $21.64M | 2.13% | -643 | -0.2% | Reduced | 0.02% |
| 12 | CB Chubb Ltd | Financial Services | 62.4K | $21.26M | 2.09% | +379 | +0.6% | Added | 0.02% |
| 13 | LIN Linde Plc | Basic Materials | 40.8K | $21.16M | 2.08% | -70 | -0.2% | Reduced | 0.01% |
| 14 | AVGO Broadcom Inc. | Technology | 54.3K | $20.52M | 2.02% | +1,770 | +3.4% | Added | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 80.3K | $20.20M | 1.98% | +281 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Connors Investor Services.
As of its Q2 2026 13F filing, Connors Investor Services Inc’s five largest positions were Apple Inc. (AAPL) at 5.0%, Palantir Technologies Inc. (PLTR) at 4.6%, Nvidia Corp (NVDA) at 4.2%, Alphabet Inc. (GOOGL) at 3.7%, Amazon Com Inc (AMZN) at 3.3% of the reported portfolio.
Connors Investor Services Inc reported a 13F portfolio worth $1.02B across 130 positions for Q2 2026. That is up 5.8% from the previous quarter.
Its largest purchases by value were Johnson & Johnson ($15.73M), Taiwan Semiconductor Manufacturing Co Ltd ($14.42M), American Express Co ($12.55M). It opened 17 new positions.
Its largest sales by value were Palantir Technologies Inc. ($17.30M), Cisco Systems, Inc. ($13.55M), Schwab Charles Corp ($12.85M). It exited 12 positions entirely.
From the Form 13F-HR reports Connors Investor Services Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.