CONNORS INVESTOR SERVICES INC

Registered adviser

CIK

884548

Location

WYOMISSING, PA

Portfolio Value

Mid $1,101,317,046

Diversification

Diversified

Filing Date

Global Rank

#2,371 / 8,827 ▼ 118

Top Industry

Software - Infrastructure 11.9%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 106993

Roster of Nov 1, 2026

Regulatory AUM

$1,281,082,279

Main clients

Individuals and high net worth (68% of AUM)

Private funds

9 funds · Other private funds

Focus by fund count, roster of Nov 1, 2026

$146,743,192 gross assets

Registered funds advised

1 series (0 index, 0 ETFs)

$49,168,621 net assets· N-CEN Nov 30, 2025

Private funds on Schedule D 7.B.(1)

As filed Oct 22, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$136,974,743 gross assets in 9 funds Other private funds $103,351,673 (6) Venture capital funds $25,538,338 (2) Hedge funds $8,084,732 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,281,082,279	Individuals and high net worth (68%)
Apr 2025 to Mar 2026	$1,203,741,788	Individuals and high net worth (67%)
Oct 2024 to Mar 2025	$1,052,513,445	Individuals and high net worth (64%)
Feb 2024 to Sep 2024	$1,052,513,445	Individuals and high net worth (64%)
May 2023 to Jan 2024	$968,328,810	Individuals and high net worth (61%)
Apr 2023	$968,328,810	Individuals and high net worth (61%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 34.4%, 48.4 effective positions, active share 61.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.0 quarters (12+), a floor since 47.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 61.6%; sector active share 6.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

148 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.6%

−3.2 pts

Top 5

20.5%

−2.4 pts

Top 10

34.4%

−1.3 pts

HHI

207

Diversified−26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$315,572,229	33
Financial Services	11.1%	$122,729,032	15
Industrials	10.6%	$117,138,886	18
Consumer Cyclical	10.6%	$116,792,959	16
Unclassified	9.5%	$104,324,241	18
Healthcare	8.6%	$94,919,704	17
Communication Services	7.1%	$78,446,192	6
Consumer Defensive	5.6%	$61,680,386	9
Energy	3.3%	$36,213,869	6
Real Estate	3.0%	$32,733,555	4
Basic Materials	1.5%	$16,233,096	4
Utilities	0.4%	$4,532,897	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	+61,947	65,715	$16,689,638
UMH	Umh Properties, Inc.	+35,862	274,499	$4,155,914
AORT	Artivion, Inc.	+35,528	120,180	$2,700,444
TPR	Tapestry, Inc.	+34,358	110,652	$16,197,239
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+30,195	31,095	$14,850,039
CLNE	Clean Energy Fuels Corp.	+25,000	92,607	$189,844
MDXG	Mimedx Group, Inc.	+25,000	54,303	$209,066
NVDA	Nvidia Corp	+21,031	212,631	$42,545,336
Q	Qnity Electronics, Inc.	+16,619	117,026	$19,111,516
MTDR	Matador Resources Co	+15,075	51,720	$2,574,621
AIOT	Powerfleet, Inc.	+15,000	69,084	$264,591
CVX	Chevron Corp	+14,126	58,480	$9,693,644
IJH	iShares Core S&P Mid-Cap ETF	+12,365	76,609	$5,907,319
IWM	iShares Russell 2000 ETF	+11,898	72,910	$21,905,809
SYK	Stryker Corp	+10,914	45,496	$14,323,960
SKY	Champion Homes, Inc.	+10,907	30,905	$2,723,348
HAE	Haemonetics Corp	+10,718	42,000	$3,150,000
PLMR	Palomar Holdings, Inc.	+9,629	26,276	$3,321,023
EEM	iShares MSCI Emerging Markets ETF	+7,381	71,043	$4,860,051
SBIO	ALPS Medical Breakthroughs ETF	+6,933	48,137	$3,112,057
EFA	iShares MSCI EAFE ETF	+6,470	90,905	$9,443,211
V	Visa Inc.	+5,294	52,251	$17,926,795
MSFT	Microsoft Corp	+4,253	88,345	$32,954,451
AVAV	AeroVironment Inc	+3,120	12,247	$2,021,612
BV	BrightView Holdings, Inc.	+2,948	190,964	$2,705,959
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−148,300	402,802	$46,994,909
ABT	Abbott Laboratories	−137,749	11,842	$1,074,543
DD	DuPont de Nemours, Inc.	−126,251	63,604	$8,627,246
CSCO	Cisco Systems, Inc.	−115,339	149,443	$17,553,574
CLBT	Cellebrite DI Ltd.	−75,818	175,767	$2,566,198
ZETA	Zeta Global Holdings Corp.	−70,661	108,579	$2,136,834
AMRC	Ameresco, Inc.	−35,264	90,342	$2,493,439
POWI	Power Integrations Inc	−27,610	31,430	$2,632,576
PANW	Palo Alto Networks Inc	−24,316	73,485	$25,059,854
BTBT	Bit Digital, Inc	−20,000	111,156	$200,080
AAPL	Apple Inc.	−19,503	176,209	$50,987,836
AIN	Albany International Corp	−15,493	37,256	$2,775,572
HLIT	Harmonic Inc.	−11,000	11,788	$192,498
CALX	Calix, Inc	−10,737	47,631	$1,777,588
IOSP	Innospec Inc.	−9,732	23,363	$1,901,514
SMTC	Semtech Corp	−9,299	20,270	$3,280,699
IMAX	Imax Corp	−9,198	96,423	$3,843,420
PWR	Quanta Services, Inc.	−4,997	27,344	$19,688,773
ITRI	Itron, Inc.	−4,872	27,148	$2,349,116
INDI	indie Semiconductor, Inc.	−4,400	44,967	$201,901
EEFT	Euronet Worldwide, Inc.	−3,827	58,978	$4,316,599
SPY	Spdr S&P 500 ETF Trust	−3,789	59,462	$44,404,437
HLMN	Hillman Solutions Corp.	−2,938	265,542	$2,241,174
STRL	Sterling Infrastructure, Inc.	−2,528	2,815	$2,362,798
PAYS	Paysign, Inc.	−2,500	18,500	$151,515
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
AXP	American Express Co	37,104	$12,550,428
ANET	Arista Networks, Inc.	46,320	$7,868,841
ASML	Asml Holding NV	2,129	$4,235,517
LGND	Ligand Pharmaceuticals Inc	10,880	$3,439,059
FELE	Franklin Electric Co Inc	27,619	$2,960,480
ADEA	Adeia Inc.	82,432	$2,714,485
SXT	Sensient Technologies Corp	21,369	$2,634,584
FRPT	Freshpet, Inc.	30,922	$1,828,108
SBUX	Starbucks Corp	14,075	$1,438,324
UNH	Unitedhealth Group Inc	3,057	$1,270,580
ALNT	Allient Inc	3,362	$346,050
NSP	Insperity, Inc.	7,050	$291,235
NOW	ServiceNow, Inc.	2,505	$248,696
—		8,466	$239,079
PENG	Penguin Solutions, Inc.	3,000	$228,030
VPG	Vishay Precision Group, Inc.	1,500	$224,865
CERT	Certara, Inc.	20,000	$131,000
TRLV	Trulieve Cannabis Corp.	12,000	$117,960
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
SCHW	Schwab Charles Corp	136,726	$12,849,509
MDT	Medtronic plc	140,301	$12,157,081
CRM	Salesforce, Inc.	53,775	$10,038,179
ACN	Accenture plc	44,892	$8,901,634
SMPL	Simply Good Foods Co	256,771	$3,684,663
TYL	Tyler Technologies Inc	8,157	$2,792,793
TRUP	Trupanion, Inc.	71,689	$1,835,955
PBH	Prestige Consumer Healthcare Inc.	30,756	$1,822,908
CBOE	Cboe Global Markets, Inc.	3,520	$989,366
DHR	Danaher Corp	2,600	$492,960
GLD	Spdr Gold Trust	468	$201,375
—		14,061	$166,201
PHR	Phreesia, Inc.	17,044	$142,828
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

148 tracked positions · $1,101,317,046 total · filing declares 153 positions · $1,155,159,009 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	176,209	-19,503	$50,987,836	+2.7%	26+	before history	4.63%
PLTR	Palantir Technologies Inc. Technology	Reduced	402,802	-148,300	$46,994,909	−41.7%	22	$21.16	4.27%
SPY	Spdr S&P 500 ETF Trust	Reduced	59,462	-3,789	$44,404,437	+7.9%	26+	before history	4.03%
NVDA	Nvidia Corp Technology	Added	212,631	+21,031	$42,545,336	+27.3%	26+	before history	3.86%
GOOGL	Alphabet Inc. Communication Services	Added	106,271	+822	$37,978,067	+25.2%	23	unpriced	3.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	140,054	+298	$33,380,470	+14.7%	24	$132.51	3.03%
MSFT	Microsoft Corp Technology	Added	88,345	+4,253	$32,954,451	+5.9%	26+	before history	2.99%
PANW	Palo Alto Networks Inc Technology	Reduced	73,485	-24,316	$25,059,854	+59.8%	26+	before history	2.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	72,256	+148	$23,651,556	+11.5%	26+	before history	2.15%
LLY	ELI LILLY & Co Healthcare	Reduced	18,314	-6	$21,966,362	+30.4%	26+	before history	1.99%
IWM	iShares Russell 2000 ETF	Added	72,910	+11,898	$21,905,809	+44.8%	26+	before history	1.99%
ETN	Eaton Corp plc Industrials	Added	51,088	+27	$21,769,618	+19.2%	16	$196.22	1.98%
WMB	Williams Companies, Inc. Energy	Reduced	291,040	-643	$21,635,913	+1.9%	6	$57.62	1.96%
CB	Chubb Ltd Financial Services	Added	62,380	+379	$21,255,361	+5.2%	16	$192.13	1.93%
AVGO	Broadcom Inc. Technology	Added	54,317	+1,770	$20,518,246	+26.2%	8	unpriced	1.86%
ABBV	AbbVie Inc. Healthcare	Added	80,288	+281	$20,203,672	+16.1%	26+	before history	1.83%
PWR	Quanta Services, Inc. Industrials	Reduced	27,344	-4,997	$19,688,773	+10.9%	11	$198.89	1.79%
WELL	Welltower Inc. Real Estate	Reduced	86,484	-626	$19,629,273	+14.0%	11	$109.30	1.78%
MS	Morgan Stanley Financial Services	Reduced	93,141	-209	$19,470,194	+26.7%	26+	before history	1.77%
Q	Qnity Electronics, Inc. Technology	Added	117,026	+16,619	$19,111,516	+65.0%	3	$98.10	1.74%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	122,189	-83	$18,511,633	−5.2%	26+	before history	1.68%
PEP	Pepsico Inc Consumer Defensive	Reduced	135,162	-490	$18,300,934	−13.1%	26+	before history	1.66%
V	Visa Inc. Financial Services	Added	52,251	+5,294	$17,926,795	+26.3%	25	$218.58	1.63%
META	Meta Platforms, Inc. Communication Services	Added	31,804	+235	$17,914,875	−0.8%	26+	before history	1.63%
RTX	RTX Corp Industrials	Added	93,893	+91	$17,814,318	−1.5%	25	unpriced	1.62%
CSCO	Cisco Systems, Inc. Technology	Reduced	149,443	-115,339	$17,553,574	−14.6%	26+	before history	1.59%
JNJ	Johnson & Johnson Healthcare	Added	65,715	+61,947	$16,689,638	+1712.0%	26+	before history	1.52%
TPR	Tapestry, Inc. Consumer Cyclical	Added	110,652	+34,358	$16,197,239	+50.5%	5	$97.30	1.47%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	70,853	-878	$15,622,377	−7.8%	26+	before history	1.42%
CAT	Caterpillar Inc Industrials	Reduced	14,316	-1,835	$15,245,108	+33.2%	4	$426.91	1.38%
DASH	DoorDash, Inc. Consumer Cyclical	Held	82,000	0	$15,131,460	+22.9%	22	$131.38	1.37%
KO	Coca Cola Co Consumer Defensive	Reduced	185,949	-716	$15,112,075	+6.5%	23	$61.55	1.37%
WFC	Wells Fargo & Company Financial Services	Added	180,965	+646	$14,954,947	+4.2%	22	$44.60	1.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	31,095	+30,195	$14,850,039	+4782.4%	2	$404.01	1.35%
SYK	Stryker Corp Healthcare	Added	45,496	+10,914	$14,323,960	+26.1%	26+	before history	1.30%
VZ	Verizon Communications Inc Communication Services	Reduced	322,280	-2,271	$13,645,335	−16.2%	26+	before history	1.24%
WMT	Walmart Inc. Consumer Defensive	Added	115,740	+556	$13,108,712	−8.4%	15	$94.32	1.19%
AXP	American Express Co Financial Services	NEW	37,104	NEW	$12,550,428	NEW	1	$320.17	1.14%
WM	Waste Management Inc Industrials	Reduced	55,785	-1,102	$12,433,360	−4.9%	2	$229.77	1.13%
BA	Boeing Co Industrials	Added	50,116	+123	$10,848,610	+9.0%	3	$206.49	0.99%
CVX	Chevron Corp Energy	Added	58,480	+14,126	$9,693,644	+5.6%	26+	before history	0.88%
EFA	iShares MSCI EAFE ETF	Added	90,905	+6,470	$9,443,211	+15.1%	26+	before history	0.86%
PLD	Prologis, Inc. Real Estate	Added	64,410	+100	$8,725,622	+2.6%	8	$120.93	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	59,113	-29	$8,668,330	+1.5%	26+	before history	0.79%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	63,604	-126,251	$8,627,246	−0.8%	26+	before history	0.78%
ANET	Arista Networks, Inc. Technology	NEW	46,320	NEW	$7,868,841	NEW	1	$157.08	0.71%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	116,373	-1,835	$6,946,304	+8.7%	26+	before history	0.63%
IBM	International Business Machines Corp Technology	Added	21,932	+181	$6,167,497	+17.0%	8	$267.53	0.56%
IJH	iShares Core S&P Mid-Cap ETF	Added	76,609	+12,365	$5,907,319	+36.2%	13	unpriced	0.54%
EEM	iShares MSCI Emerging Markets ETF	Added	71,043	+7,381	$4,860,051	+34.4%	2	$59.49	0.44%

Showing the top 50 of 148 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.