2026 Q2 Portfolio Activity
In 2026 Q2, CONNORS INVESTOR SERVICES INC maintained a portfolio of 167 distinct positions. The most significant new addition was AMERICAN EXPRESS, now representing 1.09% of the total fund value. They heavily accumulated shares in JOHNSON & JOHNSON, increasing the position by 1644.0%. The fund also reduced its exposure to PALANTIR TECHNOLOGIES by 26.9%.
Position History
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Total Positions
167
Quarter
2026 Q2
Top Holding
AAPL (4.4%)
Top 10 Concentration
31.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 167
CONNORS INVESTOR SERVICES INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE
|
Technology | 4.41% | 4.59% |
#1
1
Prev: #2
|
4.3 |
—
|
-19,503 | -10.0% |
P
S
|
176,209 | $50,987,872 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 4.07% | 7.45% |
#2
1
Prev: #1
|
3.1 |
—
|
-148,300 | -26.9% |
P
S
|
402,802 | $46,994,909 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
SPDR S & P 500 ...
|
ETF | 3.84% | 3.80% |
#3
Prev: #3
|
3.0 |
—
|
-3,789 | -6.0% |
P
S
|
59,462 | $44,404,438 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA
|
Technology | 3.68% | 3.09% |
#4
Prev: #4
|
4.0 |
—
|
21,031 | 11.0% |
P
S
|
212,631 | $42,545,348 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET CLASS ...
|
Communication Services | 3.29% | 2.80% |
#5
1
Prev: #6
|
2.3 |
—
|
822 | 0.8% |
P
S
|
106,271 | $37,978,078 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZONCOM
|
Consumer Cyclical | 2.89% | 2.69% |
#6
1
Prev: #7
|
1.7 |
—
|
298 | 0.2% |
P
S
|
140,054 | $33,380,470 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT
|
Technology | 2.85% | 2.87% |
#7
2
Prev: #5
|
3.1 |
—
|
4,253 | 5.1% |
P
S
|
88,345 | $32,954,297 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.17% | 1.45% |
#8
18
Prev: #26
|
0.9 |
—
|
-24,316 | -24.9% |
P
S
|
73,485 | $25,059,855 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE
|
Financial Services | 2.05% | 1.96% |
#9
Prev: #9
|
1.3 |
—
|
148 | 0.2% |
P
S
|
72,256 | $23,651,580 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
LILLY ELI
|
Healthcare | 1.90% | 1.56% |
#10
12
Prev: #22
|
1.3 |
—
|
-6 | -0.0% |
P
S
|
18,314 | $21,966,375 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 1.90% | 1.40% |
#11
18
Prev: #29
|
2.8 |
—
|
11,898 | 19.5% |
P
S
|
72,910 | $21,905,810 | 2005 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ETN
EATON
|
Industrials | 1.88% | 1.69% |
#12
3
Prev: #15
|
1.3 |
—
|
27 | 0.1% |
P
S
|
51,088 | $21,769,785 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMB
WILLIAMS COMPAN...
|
Energy | 1.87% | 1.96% |
#13
5
Prev: #8
|
1.2 |
—
|
-643 | -0.2% |
P
S
|
291,040 | $21,635,908 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CB
CHUBB
|
Financial Services | 1.84% | 1.87% |
#14
1
Prev: #13
|
1.2 |
—
|
379 | 0.6% |
P
S
|
62,380 | $21,255,373 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LIN
LINDE PLC
|
Basic Materials | 1.83% | 1.87% |
#15
3
Prev: #12
|
1.2 |
—
|
-70 | -0.2% |
P
S
|
40,776 | $21,160,068 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM
|
Technology | 1.78% | 1.50% |
#16
8
Prev: #24
|
1.2 |
—
|
1,770 | 3.4% |
P
S
|
54,317 | $20,518,267 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABBV
ABBVIE
|
Healthcare | 1.75% | 1.61% |
#17
2
Prev: #19
|
1.2 |
—
|
281 | 0.4% |
P
S
|
80,288 | $20,203,728 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PWR
QUANTA SERVICES
|
Industrials | 1.70% | 1.64% |
#18
Prev: #18
|
1.2 |
—
|
-4,997 | -15.5% |
P
S
|
27,344 | $19,688,775 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WELL
WELLTOWER
|
Real Estate | 1.70% | 1.59% |
#19
1
Prev: #20
|
1.2 |
—
|
-626 | -0.7% |
P
S
|
86,484 | $19,629,296 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 1.69% | 1.42% |
#20
7
Prev: #27
|
1.2 |
—
|
-209 | -0.2% |
P
S
|
93,141 | $19,470,258 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
Q
QNITY ELECTRONI...
|
Technology | 1.65% | 1.07% |
#21
18
Prev: #39
|
2.7 |
—
|
16,619 | 16.6% |
P
S
|
117,026 | $19,111,523 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TJX
TJX COMPANIES
|
Consumer Cyclical | 1.60% | 1.80% |
#22
8
Prev: #14
|
1.1 |
—
|
-83 | -0.1% |
P
S
|
122,189 | $18,511,654 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PEP
PEPSICO
|
Consumer Defensive | 1.58% | 1.95% |
#23
13
Prev: #10
|
1.1 |
—
|
-490 | -0.4% |
P
S
|
135,162 | $18,300,935 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA
|
Financial Services | 1.55% | 1.31% |
#24
9
Prev: #33
|
2.6 |
—
|
5,294 | 11.3% |
P
S
|
52,251 | $17,926,900 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS
|
Communication Services | 1.55% | 1.67% |
#25
8
Prev: #17
|
1.1 |
—
|
235 | 0.7% |
P
S
|
31,804 | $17,914,883 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RTX
RTX CORP
|
Industrials | 1.54% | 1.67% |
#26
10
Prev: #16
|
1.1 |
—
|
91 | 0.1% |
P
S
|
93,893 | $17,814,348 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYSTEMS
|
Technology | 1.52% | 1.90% |
#27
16
Prev: #11
|
0.6 |
—
|
-115,339 | -43.6% |
P
S
|
149,443 | $17,553,608 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.44% | 0.09% |
#28
74
Prev: #102
|
3.6 |
—
|
61,947 | 1644.0% |
P
S
|
65,715 | $16,689,678 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPR
TAPESTRY
|
Consumer Cyclical | 1.40% | 0.99% |
#29
13
Prev: #42
|
3.1 |
—
|
34,358 | 45.0% |
P
S
|
110,652 | $16,197,264 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LOW
LOWE'S
|
Consumer Cyclical | 1.35% | 1.57% |
#30
9
Prev: #21
|
1.0 |
—
|
-878 | -1.2% |
P
S
|
70,853 | $15,622,283 | 2003 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DUK
DUKE ENERGY
|
Utilities | 1.32% | 1.46% |
#31
6
Prev: #25
|
1.0 |
—
|
-165 | -0.1% |
P
S
|
120,637 | $15,270,285 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAT
CATERPILLAR
|
Industrials | 1.32% | 1.06% |
#32
8
Prev: #40
|
1.0 |
—
|
-1,835 | -11.4% |
P
S
|
14,316 | $15,245,133 | 2008 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH
|
Consumer Cyclical | 1.31% | 1.14% |
#33
3
Prev: #36
|
1.5 |
—
|
no change | no change |
P
S
|
82,000 | $15,131,460 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KO
COCA-COLA
|
Consumer Defensive | 1.31% | 1.31% |
#34
2
Prev: #32
|
1.0 |
—
|
-716 | -0.4% |
P
S
|
185,949 | $15,112,101 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WFC
WELLS FARGO
|
Financial Services | 1.29% | 1.33% |
#35
5
Prev: #30
|
1.0 |
—
|
646 | 0.4% |
P
S
|
180,965 | $14,954,910 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.29% | 0.03% |
#36
89
Prev: #125
|
3.5 |
—
|
30,195 | 3355.0% |
P
S
|
31,095 | $14,850,039 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYK
STRYKER
|
Healthcare | 1.24% | 1.05% |
#37
4
Prev: #41
|
3.0 |
—
|
10,914 | 31.6% |
P
S
|
45,496 | $14,323,968 | 2000 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.18% | 1.50% |
#38
15
Prev: #23
|
1.0 |
—
|
-2,271 | -0.7% |
P
S
|
322,280 | $13,645,342 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WAL-MART STORES
|
Consumer Defensive | 1.13% | 1.32% |
#39
8
Prev: #31
|
1.0 |
—
|
556 | 0.5% |
P
S
|
115,740 | $13,108,723 | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GSIMX
GOLDMAN SACHS G...
|
Unknown | 1.12% | 1.11% |
#40
2
Prev: #38
|
2.4 |
—
|
40,025 | 7.8% |
P
S
|
551,671 | $12,980,811 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.09% | — |
#41
Prev: #—
|
3.9 |
—
|
37,104 | — |
NEW
|
37,104 | $12,550,428 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WM
WASTE MANAGEMEN...
|
Industrials | 1.08% | 1.21% |
#42
8
Prev: #34
|
0.9 |
—
|
-1,102 | -1.9% |
P
S
|
55,785 | $12,433,361 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BA
BOEING
|
Industrials | 0.94% | 0.92% |
#43
1
Prev: #44
|
0.9 |
—
|
123 | 0.2% |
P
S
|
50,116 | $10,848,611 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVX
CHEVRON
|
Energy | 0.84% | 0.85% |
#44
1
Prev: #45
|
2.8 |
—
|
14,126 | 31.8% |
P
S
|
58,480 | $9,693,600 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.82% | 0.76% |
#45
5
Prev: #50
|
2.3 |
—
|
6,470 | 7.7% |
P
S
|
90,905 | $9,443,211 | 2005 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLD
PROLOGIS
|
Real Estate | 0.76% | 0.79% |
#46
3
Prev: #49
|
0.8 |
—
|
100 | 0.2% |
P
S
|
64,410 | $8,725,623 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.75% | 0.79% |
#47
1
Prev: #48
|
0.8 |
—
|
-29 | -0.0% |
P
S
|
59,113 | $8,668,330 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DD
DUPONT DE NEMOU...
|
Basic Materials | 0.75% | 0.80% |
#48
1
Prev: #47
|
0.3 |
—
|
-126,251 | -66.5% |
P
S
|
63,604 | $8,627,221 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANET
ARISTA NETWORKS
|
Technology | 0.68% | — |
#49
Prev: #—
|
3.8 |
—
|
46,320 | — |
NEW
|
46,320 | $7,868,842 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.60% | 0.59% |
#50
1
Prev: #51
|
0.7 |
—
|
-1,835 | -1.6% |
P
S
|
116,373 | $6,946,304 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 167 holdings