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Portfolio (Quarterly) Guide ↗

CONNABLE OFFICE INC

· CIK 0000914933
13F Portfolio $1.1B AUM 231 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 231 New
Page 5 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKR Baker Hughes Company Cl A Energy 26,404.0 $1.5M 0.13% NEW — $55.50 +0.8%
82 NVS Novartis AG ADR Healthcare 8,946.0 $1.4M 0.12% NEW — $156.72 -7.0%
83 H Hyatt Hotels Corp Consumer Cyclical 7,130.0 $1.4M 0.12% NEW — $193.84 -16.4%
84 UBS UBS Group AG Financial Services 24,733.0 $1.2M 0.11% NEW — $49.56 -1.6%
85 — Canadian Pacific Kansas City Ltd — 13,977.0 $1.2M 0.11% NEW — $86.65 —
86 FORM FormFactor Inc Technology 7,444.0 $1.2M 0.10% NEW — $159.93 -14.8%
87 SPOT Spotify Technology SA Communication Services 2,530.0 $1.2M 0.10% NEW — $459.13 +7.5%
88 AZN AstraZeneca PLC Healthcare 5,848.0 $1.1M 0.10% NEW — $189.62 -13.4%
89 AMKR Amkor Technology Inc Technology 12,498.0 $1.1M 0.10% NEW — $86.23 -37.2%
90 TEVA TEVA Pharmaceutical Industries Ltd Healthcare 31,114.0 $1.1M 0.09% NEW — $33.88 +17.5%
91 — Moog Inc — 2,459.0 $1.0M 0.09% NEW — $423.84 —
92 ORCL Oracle Corporation Technology 7,045.0 $1.0M 0.09% NEW — $146.55 -5.9%
93 IDXX IDEXX Laboratories Inc Healthcare 1,800.0 $948K 0.08% NEW — $526.44 +1.3%
94 NGG National Grid PLC Utilities 11,420.0 $946K 0.08% NEW — $82.87 -9.6%
95 TRP TC Energy Corp Energy 14,201.0 $941K 0.08% NEW — $66.29 -12.1%
96 FERG Ferguson Enterprises Inc Industrials 3,958.0 $939K 0.08% NEW — $237.33 -5.7%
97 AEIS Advanced Energy Industries Inc Industrials 2,505.0 $934K 0.08% NEW — $372.87 -24.0%
98 — Amcor PLC — 21,213.0 $920K 0.08% NEW — $43.35 —
99 PRI Primerica Inc Financial Services 3,212.0 $913K 0.08% NEW — $284.20 -2.9%
100 CWST Casella Waste Systems Inc Industrials 9,339.0 $906K 0.08% NEW — $96.97 -17.3%
Page 5 of 12  ·  231 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.1%
Technology 18.5%
Industrials 5.5%
Consumer Cyclical 5.2%
Healthcare 5.1%
Communication Services 3.0%
Consumer Defensive 2.6%
Energy 1.8%
Basic Materials 1.7%
Utilities 0.9%