CONNORS INVESTOR SERVICES INC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | $51.0M | 176,209 | -0.17pp | 31q | -10.0%-$5.6M | |
| PALANTIR TECHNOLOGIES INC | PLTR | $47.0M | 402,802 | -3.38pp | 22q | -26.9%-$17.3M | |
| STATE STR SPDR S&P 500 ETF T | SPY | $44.4M | 59,462 | +0.04pp | 31q | -6.0%-$2.8M | |
| NVIDIA CORPORATION | NVDA | $42.5M | 212,631 | +0.60pp | 29q | +11.0%+$4.2M | |
| ALPHABET INC | GOOGL | $38.0M | 106,271 | +0.49pp | 23q | +0.8%+$293.8K | |
| AMAZON COM INC | AMZN | $33.4M | 140,054 | +0.20pp | 24q | HELD | |
| MICROSOFT CORP | MSFT | $33.0M | 88,345 | -0.02pp | 31q | +5.1%+$1.6M | |
| PALO ALTO NETWORKS INC | PANW | $25.1M | 73,485 | +0.72pp | 31q | -24.9%-$8.3M | |
| JPMORGAN CHASE & CO | JPM | $23.7M | 72,256 | +0.09pp | 31q | HELD | |
| ELI LILLY & CO | LLY | $22.0M | 18,314 | +0.35pp | 31q | HELD | |
| ISHARES TR | IWM | $21.9M | 72,910 | +0.50pp | 31q | +19.5%+$3.6M | |
| EATON CORP PLC | ETN | $21.8M | 51,088 | +0.20pp | 16q | HELD | |
| WILLIAMS COS INC | WMB | $21.6M | 291,040 | -0.09pp | 6q | HELD | |
| CHUBB LIMITED | CB | $21.3M | 62,380 | -0.03pp | 16q | +0.6%+$129.1K | |
| LINDE PLC | LINXXXX | $21.2M | 40,776 | -0.04pp | 31q | HELD | |
| BROADCOM INC | AVGO | $20.5M | 54,317 | +0.27pp | 8q | +3.4%+$668.6K | |
| ABBVIE INC | ABBV | $20.2M | 80,288 | +0.14pp | 31q | HELD | |
| QUANTA SVCS INC | PWR | $19.7M | 27,344 | +0.06pp | 11q | -15.5%-$3.6M | |
| WELLTOWER INC | WELL | $19.6M | 86,484 | +0.11pp | 11q | -0.7%-$142.1K | |
| MORGAN STANLEY | MS | $19.5M | 93,141 | +0.27pp | 28q | HELD | |
| QNITY ELECTRONICS INC | Q | $19.1M | 117,026 | +0.58pp | 3q | +16.6%+$2.7M | |
| TJX COS INC NEW | TJX | $18.5M | 122,189 | -0.20pp | 30q | HELD | |
| PEPSICO INC | PEP | $18.3M | 135,162 | -0.36pp | 31q | HELD | |
| VISA INC | V | $17.9M | 52,251 | +0.24pp | 25q | +11.3%+$1.8M | |
| META PLATFORMS INC | META | $17.9M | 31,804 | -0.12pp | 31q | +0.7%+$132.4K | |
| RTX CORPORATION | RTX | $17.8M | 93,893 | -0.13pp | 25q | HELD | |
| CISCO SYS INC | CSCO | $17.6M | 149,443 | -0.38pp | 31q | -43.6%-$13.5M | |
| JOHNSON & JOHNSON | JNJ | $16.7M | 65,715 | +1.36pp | 31q | +1644.0%+$15.7M | |
| TAPESTRY INC | TPR | $16.2M | 110,652 | +0.41pp | 5q | +45.0%+$5.0M | |
| LOWES COS INC | LOW | $15.6M | 70,853 | -0.21pp | 31q | -1.2%-$193.6K | |
| DUKE ENERGY | DUKU | $15.3M | 120,637 | -0.14pp | 31q | HELD | |
| CATERPILLAR INC | CAT | $15.2M | 14,316 | +0.26pp | 4q | -11.4%-$2.0M | |
| DOORDASH INC | DASH | $15.1M | 82,000 | +0.17pp | 22q | HELD | |
| COCA COLA CO | KO | $15.1M | 185,949 | flat | 23q | HELD | |
| WELLS FARGO & CO | WFC | $15.0M | 180,965 | -0.03pp | 22q | HELD | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $14.9M | 31,095 | +1.26pp | 2q | +3355.0%+$14.4M | |
| STRYKER CORPORATION | SYK | $14.3M | 45,496 | +0.19pp | 31q | +31.6%+$3.4M | |
| VERIZON COMMUNICATIONS INC | VZ | $13.6M | 322,280 | -0.32pp | 31q | -0.7%-$96.2K | |
| WALMART INC | WMT | $13.1M | 115,740 | -0.19pp | 15q | HELD | |
| GOLDMAN SACHS TR II | $13.0M | 551,671 | +0.01pp | 5q | +7.8%+$941.8K | ||
| AMERICAN EXPRESS CO | AXP | $12.6M | 37,104 | - | new | NEW | |
| WASTE MGMT INC DEL | WM | $12.4M | 55,785 | -0.13pp | 2q | -1.9%-$245.6K | |
| BOEING CO | BA | $10.8M | 50,116 | +0.02pp | 3q | HELD | |
| CHEVRON CORPORATION | CVX | $9.7M | 58,480 | -0.01pp | 31q | +31.8%+$2.3M | |
| ISHARES TR | EFA | $9.4M | 90,905 | +0.06pp | 31q | +7.7%+$672.1K | |
| PROLOGIS INC. | PLD | $8.7M | 64,410 | -0.03pp | 8q | HELD | |
| PROCTER & GAMBLE CO | PG | $8.7M | 59,113 | -0.04pp | 31q | HELD | |
| DUPONT DE NEMOURS INC | DD | $8.6M | 63,604 | -0.06pp | 28q | -66.5%-$17.1M | |
| ARISTA NETWORKS INC | ANET | $7.9M | 46,320 | - | new | NEW | |
| VANGUARD INTL EQUITY INDEX F | VWO | $6.9M | 116,373 | +0.01pp | 31q | -1.6%-$109.5K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $6.2M | 21,932 | +0.05pp | 8q | +0.8%+$50.9K | |
| ISHARES TR | IJH | $5.9M | 76,609 | +0.11pp | 13q | +19.2%+$953.5K | |
| ISHARES TR | EEM | $4.9M | 71,043 | +0.09pp | 2q | +11.6%+$504.9K | |
| EURONET WORLDWIDE INC | EEFT | $4.3M | 58,978 | -0.01pp | 7q | -6.1%-$280.1K | |
| SIMMONS FIRST NATL CORP | SFNC | $4.3M | 190,495 | +0.03pp | 31q | HELD | |
| ASML HLDG NV | ASML | $4.2M | 2,129 | - | new | NEW | |
| UMH PPTYS INC | UMH | $4.2M | 274,499 | +0.04pp | 31q | +15.0%+$543.0K | |
| IMAX CORP | IMAX | $3.8M | 96,423 | -0.04pp | 31q | -8.7%-$366.6K | |
| GQG PARTNERS EMERGING MARKETS EQUITY | $3.8M | 206,776 | -0.09pp | 5q | -16.9%-$771.9K | ||
| COSTCO WHOLESALE CORPORATION | COST | $3.7M | 4,008 | -0.05pp | 31q | -1.2%-$44.9K | |
| ROBLOX CORP | RBLX | $3.7M | 68,000 | -0.04pp | 17q | HELD | |
| LIGAND PHARMACEUTICALS INC | LGND | $3.4M | 10,880 | - | new | NEW | |
| PALOMAR HLDGS INC | PLMR | $3.3M | 26,276 | +0.10pp | 2q | +57.8%+$1.2M | |
| SEMTECH CORP | SMTC | $3.3M | 20,270 | +0.07pp | 15q | -31.4%-$1.5M | |
| OMNICELL COM | OMCL | $3.2M | 77,640 | +0.04pp | 31q | HELD | |
| AXOS FINANCIAL INC | AX | $3.2M | 32,946 | +0.02pp | 29q | HELD | |
| HAEMONETICS CORP MASS | HAE | $3.1M | 42,000 | +0.11pp | 2q | +34.3%+$803.9K | |
| ALPS ETF TR | SBIO | $3.1M | 48,137 | +0.07pp | 3q | +16.8%+$448.2K | |
| TECNOGLASS INC | TGLS | $3.1M | 65,579 | flat | 3q | +1.4%+$41.6K | |
| HEALTHCARE SVCS GROUP INC | HCSG | $3.0M | 122,332 | +0.05pp | 28q | HELD | |
| FRANKLIN ELEC INC | FELE | $3.0M | 27,619 | - | new | NEW | |
| ALBANY INTL CORP | AIN | $2.8M | 37,256 | -0.01pp | 9q | -29.4%-$1.2M | |
| CRANE NXT CO | CXT | $2.8M | 53,880 | +0.03pp | 2q | -1.2%-$34.7K | |
| FRONTDOOR INC | FTDR | $2.7M | 35,225 | +0.06pp | 5q | -0.6%-$17.0K | |
| CHAMPION HOMES INC | SKY | $2.7M | 30,905 | +0.10pp | 2q | +54.5%+$961.1K | |
| ADEIA INC | ADEA | $2.7M | 82,432 | - | new | NEW | |
| BRIGHTVIEW HLDGS INC | BV | $2.7M | 190,964 | +0.03pp | 6q | +1.6%+$41.8K | |
| ARTIVION INC | AORT | $2.7M | 120,180 | -0.05pp | 31q | +42.0%+$798.3K | |
| PORTLAND GEN ELEC CO | POR | $2.7M | 51,209 | -0.02pp | 6q | HELD | |
| HEALTHSTREAM INC | HSTM | $2.7M | 97,391 | +0.04pp | 31q | -0.7%-$19.8K | |
| SENSIENT TECHNOLOGIES CORP | SXT | $2.6M | 21,369 | - | new | NEW | |
| POWER INTEGRATIONS INC | POWI | $2.6M | 31,430 | -0.05pp | 2q | -46.8%-$2.3M | |
| GENTHERM INC | THRM | $2.6M | 76,303 | +0.03pp | 31q | -0.6%-$15.1K | |
| MATADOR RES CO | MTDR | $2.6M | 51,720 | +0.01pp | 2q | +41.1%+$750.4K | |
| CELLEBRITE DI LTD | CLBT | $2.6M | 175,767 | -0.10pp | 9q | -30.1%-$1.1M | |
| AMERESCO INC | AMRC | $2.5M | 90,342 | -0.08pp | 26q | -28.1%-$973.3K | |
| TESLA INC | TSLA | $2.4M | 5,729 | +0.02pp | 4q | +5.9%+$133.8K | |
| STERLING INFRASTRUCTURE INC | STRL | $2.4M | 2,815 | flat | 6q | -47.3%-$2.1M | |
| ITRON INC | ITRI | $2.3M | 27,148 | -0.06pp | 2q | -15.2%-$421.6K | |
| HILLMAN SOLUTIONS CORP | HLMN | $2.2M | 265,542 | -0.01pp | 7q | -1.1%-$24.8K | |
| ISHARES TR | IWC | $2.2M | 10,780 | +0.07pp | 2q | +35.2%+$561.1K | |
| SENTINELONE INC | S | $2.2M | 126,803 | +0.03pp | 3q | -1.0%-$21.3K | |
| ZETA GLOBAL HOLDINGS CORP | ZETA | $2.1M | 108,579 | -0.08pp | 12q | -39.4%-$1.4M | |
| AEROVIRONMENT INC | AVAV | $2.0M | 12,247 | +0.02pp | 31q | +34.2%+$515.0K | |
| INNOSPEC INC | IOSP | $1.9M | 23,363 | -0.06pp | 25q | -29.4%-$792.1K | |
| ONE GAS INC | OGS | $1.9M | 24,377 | -0.03pp | 11q | HELD | |
| FRESHPET INC | FRPT | $1.8M | 30,922 | - | new | NEW | |
| CALIX INC | CALX | $1.8M | 47,631 | -0.11pp | 10q | -18.4%-$400.7K | |
| CONOCOPHILLIPS | COP | $1.7M | 16,660 | -0.06pp | 22q | -4.6%-$83.7K | |
| STARBUCKS CORP | SBUX | $1.4M | 14,075 | - | new | NEW | |
| AT&T INC | T | $1.4M | 66,022 | -0.06pp | 6q | -3.2%-$45.2K | |
| UNITEDHEALTH GROUP INC | UNH | $1.3M | 3,057 | - | new | NEW | |
| ISHARES TR | IJR | $1.1M | 7,517 | +0.02pp | 22q | +14.8%+$143.6K | |
| MCDONALDS CORP | MCD | $1.1M | 4,050 | -0.02pp | 23q | HELD | |
| ABBOTT LABORATORIES | ABT | $1.1M | 11,842 | -1.33pp | 31q | -92.1%-$12.5M | |
| YUM BRANDS INC | YUM | $927.2K | 5,800 | flat | 8q | HELD | |
| SPDR SERIES TRUST | SLYG | $723.1K | 6,070 | +0.01pp | 10q | -4.7%-$35.7K | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $708.3K | 1,007 | flat | 13q | HELD | |
| PNC FINL SVCS GROUP INC | PNC | $682.5K | 2,772 | +0.01pp | 31q | HELD | |
| VANGUARD BD INDEX FDS | BND | $664.8K | 9,056 | flat | 5q | +4.6%+$29.0K | |
| PIMCO INCOME INSTL | $623.5K | 57,413 | flat | 2q | +11.7%+$65.5K | ||
| ISHARES TR | IDEV | $617.7K | 6,940 | flat | 2q | HELD | |
| CARPENTER TECHNOLOGY CORP | CRS | $602.7K | 977 | +0.02pp | 6q | HELD | |
| YUM CHINA HLDGS INC | YUMC | $531.3K | 13,000 | -0.01pp | 8q | HELD | |
| MERCK & CO INC | MRK | $522.4K | 4,065 | -0.01pp | 31q | -11.9%-$70.7K | |
| HOME DEPOT INC | HD | $460.6K | 1,306 | flat | 31q | HELD | |
| INVESCO EXCHANGE TRADED FD T | SPHQ | $436.5K | 4,845 | +0.01pp | 4q | +5.6%+$23.1K | |
| CSX CORP | CSX | $422.3K | 8,885 | flat | 31q | HELD | |
| COLGATE PALMOLIVE CO | CL | $404.8K | 4,415 | flat | 31q | HELD | |
| VANGUARD INDEX FDS | VOO | $392.9K | 572 | flat | 15q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $387.9K | 2,837 | -0.01pp | 31q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $373.3K | 746 | flat | 16q | -3.1%-$12.0K | |
| UNION PAC CORP | UNP | $350.9K | 1,290 | flat | 25q | HELD | |
| VANGUARD BD INDEX FDS | BSV | $348.7K | 4,476 | flat | 4q | +2.4%+$8.3K | |
| ALLIENT INC | ALNT | $346.1K | 3,362 | - | new | NEW | |
| INVESCO EXCHANGE TRADED FD T | XMHQ | $312.9K | 2,772 | flat | 3q | +1.1%+$3.4K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $312.2K | 1,394 | flat | 31q | -8.2%-$28.0K | |
| VERSABANK NEW | VBNK | $291.4K | 12,555 | +0.01pp | 5q | HELD | |
| INSPERITY INC | NSP | $291.2K | 7,050 | - | new | NEW | |
| QUALCOMM INC | QCOM | $289.2K | 1,565 | +0.01pp | 26q | -3.1%-$9.2K | |
| KIMBERLY-CLARK CORP | KMB | $269.5K | 2,455 | flat | 16q | -13.3%-$41.2K | |
| INVESCO EXCH TRADED FD TR II | XSHQ | $268.8K | 5,560 | flat | 4q | +1.1%+$2.9K | |
| AON PLC | AON | $265.4K | 800 | flat | 16q | HELD | |
| POWERFLEET INC | AIOT | $264.6K | 69,084 | +0.01pp | 6q | +27.7%+$57.5K | |
| M & T BK CORP | MTB | $262.8K | 1,104 | flat | 31q | HELD | |
| KURA SUSHI USA INC | KRUS | $253.3K | 4,400 | flat | 2q | +44.1%+$77.5K | |
| SERVICENOW INC | NOW | $248.7K | 2,505 | - | new | NEW | |
| BIOLIFE SOLUTIONS INC | BLFS | $239.1K | 8,466 | - | new | NEW | |
| HERSHEY CO | HSY | $238.6K | 1,360 | -0.01pp | 17q | HELD | |
| PENGUIN SOLUTIONS INC | PENG | $228.0K | 3,000 | - | new | NEW | |
| VISHAY PRECISION GROUP INC | VPG | $224.9K | 1,500 | - | new | NEW | |
| REALTY INCOME CORP | O | $222.7K | 3,595 | flat | 6q | HELD | |
| MIMEDX GROUP INC | MDXG | $209.1K | 54,303 | +0.01pp | 8q | +85.3%+$96.3K | |
| ONESPAN INC | OSPN | $207.9K | 14,487 | flat | 4q | HELD | |
| INDIE SEMICONDUCTOR INC | INDI | $201.9K | 44,967 | flat | 7q | -8.9%-$19.8K | |
| BIT DIGITAL INC | BTBT | $200.1K | 111,156 | flat | 6q | -15.2%-$36.0K | |
| HARMONIC INC | HLIT | $192.5K | 11,788 | flat | 4q | -48.3%-$179.6K | |
| CLEAN ENERGY FUELS CORP | CLNE | $189.8K | 92,607 | flat | 4q | +37.0%+$51.2K | |
| PAYSIGN INC | PAYS | $151.5K | 18,500 | flat | 23q | -11.9%-$20.5K | |
| SPROUT SOCIAL INC | SPT | $131.3K | 17,385 | flat | 4q | HELD | |
| CERTARA INC | CERT | $131.0K | 20,000 | - | new | NEW | |
| BYRNA TECHNOLOGIES INC | BYRN | $130.1K | 19,384 | flat | 3q | +11.5%+$13.4K | |
| TRULIEVE CANNABIS CORP | TRLV | $118.0K | 12,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $150.1M | 13.0% |
| Computer Hardware | $110.9M | 9.6% |
| Retail & Consumer | $108.1M | 9.4% |
| Semiconductors & Electronics | $107.4M | 9.3% |
| Banks & Lending | $64.4M | 5.6% |
| Biotech & Pharma | $64.0M | 5.5% |
| Industrials | $46.5M | 4.0% |
| Funds & ETFs | $45.1M | 3.9% |
| Energy | $37.5M | 3.2% |
| Business Services | $36.2M | 3.1% |
| Autos & Aerospace | $35.7M | 3.1% |
| Food, Drink & Tobacco | $35.5M | 3.1% |
| Other sectors | $200.3M | 17.3% |
| Not classified | $113.4M | 9.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.2B | 153 | 18 | 43 | 46 | 14 | 31.2% | 45 |
| Q1 2026 | $1.1B | 149 | 16 | 50 | 49 | 18 | 33.1% | 45 |
| Q4 2025 | $1.2B | 151 | 12 | 41 | 61 | 14 | 35.6% | 40 |
| Q3 2025 | $1.2B | 153 | 14 | 35 | 74 | 17 | 35.8% | 56 |
| Q2 2025 | $1.1B | 156 | 14 | 41 | 54 | 16 | 34.0% | 30 |
| Q1 2025 | $1.0B | 158 | 16 | 48 | 64 | 21 | 32.3% | 42 |
| Q4 2024 | $1.1B | 163 | 14 | 41 | 75 | 9 | 35.1% | 45 |
| Q3 2024 | $1.0B | 158 | 15 | 30 | 74 | 10 | 32.1% | 45 |
| Q2 2024 | $960.7M | 153 | 5 | 32 | 72 | 11 | 33.5% | 40 |
| Q1 2024 | $948.6M | 159 | 11 | 38 | 76 | 8 | 29.5% | 40 |
| Q4 2023 | $890.4K | 156 | 11 | 58 | 47 | 8 | 29.6% | 45 |
| Q3 2023 | $812.2K | 153 | 7 | 43 | 58 | 13 | 28.4% | 53 |
| Q2 2023 | $883.6K | 159 | 7 | 32 | 67 | 7 | 31.0% | 46 |
| Q1 2023 | $850.9K | 159 | 7 | 67 | 43 | 4 | 30.0% | 45 |
| Q4 2022 | $800.9M | 156 | 10 | 21 | 65 | 4 | 30.3% | 46 |
| Q3 2022 | $764.3M | 150 | 10 | 44 | 26 | 20 | 30.2% | 45 |
| Q2 2022 | $794.4M | 160 | 5 | 28 | 90 | 6 | 31.0% | 47 |
| Q1 2022 | $962.2M | 161 | 10 | 82 | 29 | 12 | 29.4% | 48 |
| Q4 2021 | $1.0B | 163 | 10 | 86 | 34 | 10 | 28.4% | 46 |
| Q3 2021 | $945.5M | 163 | 3 | 88 | 35 | 6 | 28.8% | 46 |
| Q2 2021 | $960.2M | 166 | 10 | 52 | 45 | 10 | 30.2% | 41 |
| Q1 2021 | $883.0M | 166 | 29 | 50 | 59 | 12 | 28.8% | 168 |
| Q4 2020 | $806.2M | 149 | 17 | 29 | 69 | 5 | 31.6% | 47 |
| Q3 2020 | $714.4M | 137 | 6 | 54 | 51 | 11 | 33.0% | 47 |
| Q2 2020 | $673.8M | 142 | 13 | 43 | 54 | 3 | 33.9% | 45 |
| Q1 2020 | $576.4M | 132 | 8 | 24 | 61 | 26 | 34.9% | 44 |
| Q4 2019 | $787.2M | 150 | 13 | 61 | 33 | 5 | 31.6% | 45 |
| Q3 2019 | $728.1M | 142 | 7 | 32 | 40 | 9 | 31.3% | 28 |
| Q2 2019 | $754.4M | 144 | 9 | 47 | 43 | 12 | 29.8% | 45 |
| Q1 2019 | $734.3M | 147 | 11 | 49 | 41 | 3 | 29.7% | 40 |
| Q4 2018 | $642.1M | 139 | 0 | 0 | 0 | 0 | 31.0% | 44 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.