Connors Investor Services Inc 13F annual report
Connors Investor Services Inc is an investment fund managing more than $961 billion ran by Debora Covell. There are currently 153 companies in Mrs. Covell’s portfolio. The largest investments include Apple Inc and Spdr S P 500 Index, together worth $107 billion.
$961 billion Assets Under Management (AUM)
As of 2nd August 2024, Connors Investor Services Inc’s top holding is 255,975 shares of Apple Inc currently worth over $53.9 billion and making up 5.6% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Connors Investor Services Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 97,598 shares of Spdr S P 500 Index worth $53.1 billion.
The third-largest holding is Microsoft worth $44.8 billion and the next is NVIDIA Corp worth $28.6 billion, with 231,725 shares owned.
Currently, Connors Investor Services Inc's portfolio is worth at least $961 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Connors Investor Services Inc
The Connors Investor Services Inc office and employees reside in Wyomissing, Pennsylvania. According to the last 13-F report filed with the SEC, Debora Covell serves as the CCO at Connors Investor Services Inc.
Recent trades
In the most recent 13F filing, Connors Investor Services Inc revealed that it had opened a new position in
Bank of America and bought 361,071 shares worth $14.4 billion.
This means they effectively own approximately 0.1% of the company.
Bank of America makes up
23.7%
of the fund's Finance sector allocation and has grown its share price by 6.1% in the past year.
The investment fund also strengthened its position in Apple Inc by buying
59,933 additional shares.
This makes their stake in Apple Inc total 255,975 shares worth $53.9 billion.
Apple Inc soared 19.7% in the past year.
On the other hand, there are companies that Connors Investor Services Inc is getting rid of from its portfolio.
Connors Investor Services Inc closed its position in Unitedhealth on 9th August 2024.
It sold the previously owned 25,518 shares for $12.1 million.
Debora Covell also disclosed a decreased stake in Spdr S P 500 Index by 0.1%.
This leaves the value of the investment at $53.1 billion and 97,598 shares.
One of the average hedge funds
The two most similar investment funds to Connors Investor Services Inc are Callahan Advisors and Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd. They manage $962 billion and $962 billion respectively.
Debora Covell investment strategy
Connors Investor Services Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 23.0% of
the total portfolio value.
The fund focuses on investments in the United States as
69.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
32% of the total holdings value.
On the other hand, small-cap stocks make up only 3.3% of the portfolio.
The average market cap of the portfolio companies is close to $107 billion.
The complete list of Connors Investor Services Inc trades based on 13F SEC filings
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
30.57%
255,975
|
$53,913,417,000 | 5.61% |
| Spdr S P 500 Index |
13.64%
97,598
|
$53,114,784,000 | 5.53% |
| Microsoft Corporation |
5.74%
100,263
|
$44,812,396,000 | 4.66% |
| NVIDIA Corp |
1,500.64%
231,725
|
$28,627,307,000 | 2.98% |
| Amazoncom |
44.95%
146,448
|
$28,301,076,000 | 2.95% |
| Alphabet Inc |
22.49%
135,602
|
$24,699,904,000 | 2.57% |
| Palantir Technologies Inc. |
5.92%
968,828
|
$24,540,413,000 | 2.55% |
| Morgan Stanley |
218.87%
235,904
|
$22,927,510,000 | 2.39% |
| Lilly Eli |
39.05%
24,168
|
$21,881,224,000 | 2.28% |
| Ishares Russell 2000 Index |
10.60%
94,292
|
$19,130,904,000 | 1.99% |
| Palo Alto Networks Inc |
19.22%
50,685
|
$17,182,722,000 | 1.79% |
| Abbott Laboratories |
5.41%
165,121
|
$17,157,751,000 | 1.79% |
| Lowes |
388.87%
77,402
|
$17,064,045,000 | 1.78% |
| Chubb |
3.58%
66,863
|
$17,055,414,000 | 1.78% |
| Costco Wholesale Corp |
22.06%
19,854
|
$16,875,784,000 | 1.76% |
| Abbvie Inc |
6.18%
97,582
|
$16,737,221,000 | 1.74% |
| Raytheon Technologies |
13.78%
162,712
|
$16,334,649,000 | 1.70% |
| Oracle Corp. |
6.08%
115,076
|
$16,248,731,000 | 1.69% |
| Eaton |
40.75%
50,416
|
$15,808,059,000 | 1.65% |
| American Express Co. |
22.73%
66,447
|
$15,385,803,000 | 1.60% |
| Merck |
11.70%
121,969
|
$15,099,762,000 | 1.57% |
| Emerson Electric Co. |
789.39%
133,408
|
$14,696,225,000 | 1.53% |
| Advanced Micro Devices Inc. |
20.29%
89,887
|
$14,580,570,000 | 1.52% |
| DoorDash Inc |
19.54%
134,000
|
$14,576,520,000 | 1.52% |
| Jpmorgan Chase |
624.25%
71,925
|
$14,547,551,000 | 1.51% |
| Bank of America Corporation |
Opened
361,071
|
$14,359,794,000 | 1.49% |
| Meta Platforms Inc |
955.67%
28,028
|
$14,132,278,000 | 1.47% |
| Visa Inc |
2.46%
53,577
|
$14,062,461,000 | 1.46% |
| DuPont de Nemours Inc |
1,546.19%
171,763
|
$13,825,204,000 | 1.44% |
| Linde Plc. |
30.00%
31,294
|
$13,732,120,000 | 1.43% |
| ServiceNow Inc |
Opened
16,653
|
$13,100,416,000 | 1.36% |
| Stryker Corp. |
32.03%
38,469
|
$13,089,077,000 | 1.36% |
| Target Corp |
2.18%
85,802
|
$12,702,128,000 | 1.32% |
| Quanta Services, Inc. |
Opened
49,874
|
$12,672,485,000 | 1.32% |
| Honeywell International Inc |
1.03%
59,335
|
$12,670,350,000 | 1.32% |
| Cocacola |
37.99%
194,631
|
$12,388,263,000 | 1.29% |
| Welltower Inc. |
Opened
118,125
|
$12,314,531,000 | 1.28% |
| Verizon Communications Inc |
504.53%
288,634
|
$11,903,271,000 | 1.24% |
| Wells Fargo |
28.02%
199,254
|
$11,833,712,000 | 1.23% |
| Pepsico |
70.99%
62,411
|
$10,293,476,000 | 1.07% |
| Schlumberger Ltd. |
3.02%
209,797
|
$9,898,222,000 | 1.03% |
| Thermo Fisher Scientific Inc. |
Opened
17,691
|
$9,783,123,000 | 1.02% |
| Chevron Corp. |
20.94%
58,611
|
$9,167,933,000 | 0.95% |
| Disney Walt |
24.06%
90,862
|
$9,021,688,000 | 0.94% |
| TJX Companies, Inc. |
23.75%
79,866
|
$8,793,295,000 | 0.92% |
| Vanguard Ftse Emerging Markets Etf |
0.05%
178,729
|
$7,821,181,000 | 0.81% |
| Conocophillips |
53.06%
66,949
|
$7,657,627,000 | 0.80% |
| Tyler Technologies, Inc. |
Opened
12,368
|
$6,218,383,000 | 0.65% |
| Ishares Msci Eafe Index |
4.84%
66,792
|
$5,231,817,000 | 0.54% |
| Credo Technology Group Holding Ltd |
Opened
125,326
|
$4,002,912,000 | 0.42% |
| Ameresco Inc. |
127.00%
138,690
|
$3,995,659,000 | 0.42% |
| Vanguard Ftse Allworld Exus Smallcap Etf |
6.98%
34,004
|
$3,995,130,000 | 0.42% |
| Artivion Inc |
9.94%
144,172
|
$3,698,012,000 | 0.38% |
| Roblox Corporation |
7.48%
99,000
|
$3,683,790,000 | 0.38% |
| Zeta Global Holdings Corp. |
Opened
198,335
|
$3,500,613,000 | 0.36% |
| Trupanion Inc |
301.91%
113,567
|
$3,338,870,000 | 0.35% |
| Healthstream Inc |
36.50%
110,886
|
$3,093,719,000 | 0.32% |
| CyberArk Software Ltd |
44.20%
11,258
|
$3,078,162,000 | 0.32% |
| Calix Inc |
Opened
84,790
|
$3,004,110,000 | 0.31% |
| Innospec Inc |
27.50%
22,894
|
$2,829,469,000 | 0.29% |
| The Shyft Group, Inc. |
Opened
235,283
|
$2,790,456,000 | 0.29% |
| Imax Corp |
17.19%
166,136
|
$2,786,101,000 | 0.29% |
| ONE Gas Inc |
Opened
42,711
|
$2,727,097,000 | 0.28% |
| NV5 Global Inc |
9.05%
29,150
|
$2,710,076,000 | 0.28% |
| Discover Financial Services |
1.23%
20,569
|
$2,690,631,000 | 0.28% |
| International Money Express Inc. |
1,331.47%
128,832
|
$2,684,859,000 | 0.28% |
| Global Medical REIT Inc |
6.47%
290,804
|
$2,640,500,000 | 0.27% |
| SM Energy Co |
Opened
59,404
|
$2,568,035,000 | 0.27% |
| Albany Internationl |
Opened
30,224
|
$2,552,417,000 | 0.27% |
| Healthcare Services Group, Inc. |
25.85%
238,825
|
$2,526,769,000 | 0.26% |
| Omnicell, Inc. |
98.76%
92,108
|
$2,493,364,000 | 0.26% |
| Sprouts Farmers Market Inc |
49.46%
29,388
|
$2,458,600,000 | 0.26% |
| Aflac Inc. |
Opened
27,488
|
$2,454,953,000 | 0.26% |
| Prestige Consumer Healthcare Inc |
Opened
34,651
|
$2,385,721,000 | 0.25% |
| Axos Financial Inc. |
47.53%
41,702
|
$2,383,269,000 | 0.25% |
| Easterly Government Properties Inc |
8.78%
191,811
|
$2,372,702,000 | 0.25% |
| AMN Healthcare Services Inc. |
26.90%
46,140
|
$2,363,752,000 | 0.25% |
| Calavo Growers, Inc |
25.80%
102,504
|
$2,326,841,000 | 0.24% |
| Semtech Corp. |
4.70%
72,631
|
$2,170,214,000 | 0.23% |
| Shutterstock Inc |
35.29%
55,682
|
$2,154,893,000 | 0.22% |
| Green Dot Corp. |
91.27%
227,694
|
$2,151,708,000 | 0.22% |
| Clean Energy Fuels Corp |
57.38%
796,230
|
$2,125,934,000 | 0.22% |
| Hershey Company |
673.47%
11,370
|
$2,090,147,000 | 0.22% |
| AeroVironment Inc. |
64.36%
10,754
|
$1,958,949,000 | 0.20% |
| Simmons First National Corp. |
25.58%
109,535
|
$1,925,625,000 | 0.20% |
| Cellebrite Di Ltd |
Opened
150,854
|
$1,802,705,000 | 0.19% |
| Lovesac Company |
6.75%
78,848
|
$1,780,388,000 | 0.19% |
| Trubridge Inc |
62.95%
167,807
|
$1,678,070,000 | 0.17% |
| Gentherm Inc |
32.36%
33,248
|
$1,639,791,000 | 0.17% |
| Procter Gamble |
89.53%
9,827
|
$1,620,669,000 | 0.17% |
| Ishares Core Sp Mid-cap Etf |
Opened
25,883
|
$1,514,673,000 | 0.16% |
| Sonos Inc |
0.06%
101,730
|
$1,501,535,000 | 0.16% |
| Confluent |
66.89%
50,000
|
$1,476,500,000 | 0.15% |
| CryoPort Inc |
34.35%
175,588
|
$1,213,313,000 | 0.13% |
| PNC Financial Services Group Inc |
28.53%
6,852
|
$1,065,349,000 | 0.11% |
| Adobe Inc |
92.77%
1,882
|
$1,045,526,000 | 0.11% |
| Exxonmobil |
70.34%
8,997
|
$1,035,735,000 | 0.11% |
| Johnson Johnson |
92.76%
6,242
|
$912,331,000 | 0.09% |
| Mcdonalds |
94.92%
3,030
|
$772,165,000 | 0.08% |
| Spdr S P 600 Small Cap Growth |
Opened
7,661
|
$657,773,000 | 0.07% |
| Pacer Us Small Cap Cash Cows |
Opened
13,660
|
$595,030,000 | 0.06% |
| Goldman Sachs Group, Inc. |
96.66%
1,205
|
$545,046,000 | 0.06% |
| Automatic Data Processing Inc. |
2.33%
2,094
|
$499,817,000 | 0.05% |
| Spdr Sp Midcap 400 Etf |
Opened
915
|
$489,598,000 | 0.05% |
| Home Depot, Inc. |
14.40%
1,415
|
$487,100,000 | 0.05% |
| Colgatepalmolive |
15.57%
4,610
|
$447,354,000 | 0.05% |
| Kimberlyclark |
22.66%
3,110
|
$429,802,000 | 0.04% |
| Qualcomm, Inc. |
76.23%
2,035
|
$405,331,000 | 0.04% |
| Mt Bank Corp |
4.75%
2,304
|
$348,733,000 | 0.04% |
| Union Pacific Corp. |
3.19%
1,515
|
$342,784,000 | 0.04% |
| Cisco Systems, Inc. |
97.39%
7,203
|
$342,215,000 | 0.04% |
| Berkshire Hathaway Inc. |
10.75%
830
|
$337,644,000 | 0.04% |
| CSX Corp. |
10.28%
10,035
|
$335,671,000 | 0.03% |
| Public Storage |
No change
1,150
|
$330,798,000 | 0.03% |
| Duke Energy Corp. |
20.48%
3,284
|
$329,155,000 | 0.03% |
| Simulations Plus Inc. |
2.92%
6,645
|
$323,080,000 | 0.03% |
| Marvell Technology Inc |
Opened
4,500
|
$314,550,000 | 0.03% |
| Willdan Group Inc |
18.15%
10,372
|
$299,232,000 | 0.03% |
| General Motors Company |
49.00%
6,275
|
$291,537,000 | 0.03% |
| Vanguard Sp 500 Etf |
23.43%
572
|
$286,074,000 | 0.03% |
| Wal Mart Stores |
193.50%
4,200
|
$284,382,000 | 0.03% |
| Phibro Animal Health Corp. |
27.06%
16,646
|
$279,153,000 | 0.03% |
| General Mills, Inc. |
13.49%
4,330
|
$273,916,000 | 0.03% |
| Anika Therapeutics Inc. |
30.49%
10,699
|
$271,006,000 | 0.03% |
| Lithia Motors, Inc. |
No change
1,055
|
$266,335,000 | 0.03% |
| Evolution Petroleum Corporation |
34.92%
48,300
|
$254,541,000 | 0.03% |
| Northwest Pipe Co. |
No change
7,400
|
$251,378,000 | 0.03% |
| Quest Resource Holding Corp |
12.80%
28,340
|
$249,392,000 | 0.03% |
| UMH Properties Inc |
24.39%
15,300
|
$244,647,000 | 0.03% |
| Aon |
No change
800
|
$234,864,000 | 0.02% |
| Ishares Core Sp Smallcap Etf |
9.47%
2,131
|
$227,292,000 | 0.02% |
| Zynex Inc |
10.48%
24,250
|
$226,010,000 | 0.02% |
| Nextera Energy Resources |
97.54%
3,165
|
$224,114,000 | 0.02% |
| Community Healthcare Trust Inc |
42.42%
9,400
|
$219,866,000 | 0.02% |
| Realty Income Corp. |
97.62%
4,145
|
$218,939,000 | 0.02% |
| Biolife Solutions Inc |
Opened
10,200
|
$218,586,000 | 0.02% |
| Iteris Inc. |
11.82%
48,500
|
$210,005,000 | 0.02% |
| Euronet Worldwide Inc |
No change
2,000
|
$207,000,000 | 0.02% |
| American Software Inc. |
Opened
22,000
|
$200,860,000 | 0.02% |
| Organogenesis Holdings Inc. |
Opened
70,000
|
$196,000,000 | 0.02% |
| PaySign, Inc. |
38.34%
45,000
|
$193,950,000 | 0.02% |
| OptimizeRx Corp |
Opened
19,107
|
$191,070,000 | 0.02% |
| Northern Technologies International Corp. |
Opened
10,207
|
$169,028,000 | 0.02% |
| Quipt Home Medical Corp |
Opened
52,208
|
$168,110,000 | 0.02% |
| Orion Energy Systems Inc |
1.70%
141,000
|
$156,510,000 | 0.02% |
| Futurefuel Corp |
16.63%
27,094
|
$138,992,000 | 0.01% |
| Cambium Networks Corp |
67.04%
49,769
|
$138,856,000 | 0.01% |
| Global Water Resources Inc |
No change
10,404
|
$125,888,000 | 0.01% |
| Gen Restaurant Group Inc |
Opened
13,674
|
$123,886,000 | 0.01% |
| Marine Products Corp |
45.27%
11,000
|
$111,100,000 | 0.01% |
| Vimeo Inc |
Opened
29,000
|
$108,170,000 | 0.01% |
| Transact Technologies Inc. |
41.07%
27,699
|
$104,425,000 | 0.01% |
| Mauch Chunk Trust Financial Corp |
No change
10,395
|
$68,607,000 | 0.01% |
| Unitedhealth |
Closed
25,518
|
$12,060,000 | |
| Analog Devices Inc. |
Closed
53,748
|
$10,600,000 | |
| Deere |
Closed
25,164
|
$10,390,000 | |
| Nike, Inc. |
Closed
83,700
|
$10,265,000 | |
| American Tower Corp. |
Closed
32,779
|
$6,698,000 | |
| Devon Energy Corp. |
Closed
127,394
|
$6,447,000 | |
| Wisdomtree Defa Index |
Closed
74,425
|
$3,701,000 | |
| Apogee Enterprises Inc. |
Closed
81,285
|
$3,516,000 | |
| PDC Energy Inc |
Closed
45,336
|
$2,910,000 | |
| Lockheed Martin Corp. |
Closed
5,887
|
$2,783,000 | |
| Petmed Express, Inc. |
Closed
160,961
|
$2,614,000 | |
| Akoustis Technologies Inc |
Closed
741,325
|
$2,283,000 | |
| Hackett Group Inc (The) |
Closed
104,813
|
$1,937,000 | |
| Boeing Co. |
Closed
7,775
|
$1,652,000 | |
| First Internet Bancorp |
Closed
92,856
|
$1,546,000 | |
| Zoetis Inc |
Closed
9,050
|
$1,506,000 | |
| Uber Technologies Inc |
Closed
32,825
|
$1,041,000 | |
| Unity Software Inc. |
Closed
31,000
|
$1,006,000 | |
| Pfizer Inc. |
Closed
21,464
|
$876,000 | |
| Yum China Holdings Inc |
Closed
13,600
|
$862,000 | |
| Yum! Brands |
Closed
6,400
|
$845,000 | |
| Expedia Group Inc |
Closed
5,600
|
$543,000 | |
| Dow Inc |
Closed
6,190
|
$339,000 | |
| Iradimed Corp |
Closed
7,630
|
$300,000 | |
| NVE Corp |
Closed
3,600
|
$299,000 | |
| ReposiTrak Inc. |
Closed
45,690
|
$289,000 | |
| Corteva Inc |
Closed
4,800
|
$289,000 | |
| OptimizeRx Corp |
Closed
15,500
|
$227,000 | |
| Resmed Inc. |
Closed
1,000
|
$219,000 | |
| A T & T New |
Closed
11,086
|
$213,000 | |
| Entravision Communications Corp. |
Closed
33,000
|
$200,000 | |
| Eagle Pharmaceuticals Inc |
Closed
7,066
|
$200,000 | |
| Kinder Morgan Inc |
Closed
10,357
|
$181,000 | |
| PowerFleet Inc |
Closed
41,000
|
$141,000 | |
| Primis Financial Corp |
Closed
11,000
|
$106,000 | |
| No transactions found | |||
| Showing first 500 out of 188 holdings | |||
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