Asset Manager
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CONNORS INVESTOR SERVICES INC
Market Value
$1.1B
+9.9%
Holdings
167
-4
New Purchases
13
Added To
44
Closed
16
Reduced
69
Top 10 Concentration
35.2%
Turnover
17.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PLTR | 10.16% | 7.13% | +3.03% | $111M |
| SCHW | 1.43% | 0.00% | +1.43% | $16M |
| WMT | 1.06% | 0.04% | +1.02% | $12M |
| TPR | 0.98% | 0.00% | +0.98% | $11M |
| NVDA | 3.18% | 2.41% | +0.78% | $35M |
| ETN | 2.10% | 1.66% | +0.44% | $23M |
| PWR | 1.78% | 1.34% | +0.44% | $19M |
| GQGPX | 0.40% | 0.00% | +0.40% | $4M |
| AVGO | 1.31% | 0.94% | +0.37% | $14M |
| UNH | 0.74% | 0.41% | +0.32% | $8M |
| CSCO | 1.68% | 1.37% | +0.31% | $18M |
| META | 2.10% | 1.80% | +0.30% | $23M |
| DOV | 1.37% | 1.15% | +0.22% | $15M |
| EEFT | 0.24% | 0.02% | +0.21% | $3M |
| PHR | 0.21% | 0.00% | +0.21% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AXP | 0.02% | 1.80% | -1.77% | $262K |
| DIS | 0.00% | 1.32% | -1.32% | $0 |
| TMO | 0.00% | 0.99% | -0.99% | $0 |
| TGT | 0.00% | 0.85% | -0.85% | $0 |
| AAPL | 3.28% | 3.97% | -0.69% | $36M |
| SWK | 0.00% | 0.58% | -0.58% | $0 |
| PEP | 1.65% | 2.08% | -0.43% | $18M |
| LLY | 1.38% | 1.80% | -0.42% | $15M |
| DASH | 1.98% | 2.35% | -0.37% | $22M |
| DFS | 0.00% | 0.35% | -0.35% | $0 |
| ABBV | 1.35% | 1.69% | -0.34% | $15M |
| MS | 2.23% | 2.56% | -0.33% | $24M |
| CVX | 0.97% | 1.25% | -0.28% | $11M |
| CB | 1.72% | 1.97% | -0.25% | $19M |
| VZ | 1.37% | 1.61% | -0.24% | $15M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 38 | $611M | 56.1% |
| Large Cap | 59 | $381M | 34.9% |
| Mid Cap | 19 | $47M | 4.3% |
| Small Cap | 42 | $50M | 4.6% |
| Micro Cap | 9 | $859K | 0.1% |
Portfolio Analytics
Avg Market Cap
$262.5B
Median Market Cap
$28.3B
Avg P/E
38.5
Median P/E
25.7
Avg Dividend Yield
0.01%
Avg Beta
1.02
# Stocks
153
# ETFs / Funds
14
Top Holdings (167 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | 10.16% | 811,902 | $111M | $136.32 | $40M | -25,700 | -3.1% | |
| 2 | SPY | 4.46% | 78,691 | $49M | $617.85 | $3M | -2,800 | -3.4% | |
| 3 | AAPL | 3.28% | 174,136 | $36M | $205.14 | -$4M | -3,178 | -1.8% | |
| 4 | NVDA | 3.18% | 219,512 | $35M | $157.99 | $11M | -717 | -0.3% | |
| 5 | MSFT | 3.00% | 65,765 | $33M | $497.41 | $2M | -14,794 | -18.4% | |
| 6 | AMZN | 2.71% | 134,651 | $30M | $219.36 | $4M | +1,379 | +1.0% | |
| 7 | MS | 2.23% | 172,437 | $24M | $140.86 | -$1M | -45,326 | -20.8% | |
| 8 | META | 2.10% | 31,033 | $23M | $738.09 | $5M | +24 | +0.1% | |
| 9 | ETN | 2.10% | 64,032 | $23M | $356.99 | $6M | +3,504 | +5.8% | |
| 10 | DASH | 1.98% | 87,451 | $22M | $246.51 | -$2M | -40,138 | -31.5% | |
| 11 | RTX | 1.92% | 142,968 | $21M | $146.02 | $2M | -2,932 | -2.0% | |
| 12 | ABT | 1.89% | 151,622 | $21M | $136.01 | -$20K | -3,995 | -2.6% | |
| 13 | PANW | 1.82% | 97,010 | $20M | $204.64 | $3M | -1,077 | -1.1% | |
| 14 | JPM | 1.82% | 68,397 | $20M | $289.91 | $3M | -1,762 | -2.5% | |
| 15 | PWR | 1.78% | 51,369 | $19M | $378.08 | $6M | -1,076 | -2.0% | |
| 16 | COST | 1.77% | 19,441 | $19M | $989.94 | $949K | +88 | +0.5% | |
| 17 | CB | 1.72% | 64,506 | $19M | $289.72 | -$814K | -73 | -0.1% | |
| 18 | CSCO | 1.68% | 263,752 | $18M | $69.38 | $5M | +44,103 | +20.1% | |
| 19 | PEP | 1.65% | 136,074 | $18M | $132.04 | -$3M | -1,221 | -0.9% | |
| 20 | GOOGL | 1.64% | 101,647 | $18M | $176.23 | $2M | -1,054 | -1.0% | |
| 21 | WFC | 1.61% | 219,017 | $18M | $80.12 | $2M | -2,241 | -1.0% | |
| 22 | DD | 1.51% | 239,745 | $16M | $68.59 | $2M | +45,043 | +23.1% | |
| 23 | IWM | 1.50% | 75,772 | $16M | $215.79 | -$777K | -10,085 | -11.8% | |
| 24 | LOW | 1.46% | 71,851 | $16M | $221.87 | -$839K | -96 | -0.1% | |
| 25 | ORCL | 1.43% | 71,354 | $16M | $218.63 | $3M | -21,525 | -23.2% | |
| 26 | SCHW | 1.43% | 170,613 | $16M | $91.24 | — | +170,613 | — | NEW |
| 27 | V | 1.41% | 43,363 | $15M | $354.99 | $12K | -567 | -1.3% | |
| 28 | TJX | 1.40% | 123,581 | $15M | $123.49 | -$525K | -6,029 | -4.7% | |
| 29 | CRM | 1.40% | 55,957 | $15M | $272.69 | $3M | +11,523 | +25.9% | |
| 30 | WELL | 1.39% | 98,629 | $15M | $153.73 | $194K | +929 | +0.9% | |
| 31 | LLY | 1.38% | 19,248 | $15M | $779.53 | -$3M | -2,387 | -11.0% | |
| 32 | VZ | 1.37% | 345,123 | $15M | $43.27 | -$1M | -6,944 | -2.0% | |
| 33 | DOV | 1.37% | 81,363 | $15M | $183.23 | $4M | +16,511 | +25.5% | |
| 34 | ABBV | 1.35% | 79,273 | $15M | $185.62 | -$2M | -778 | -1.0% | |
| 35 | WMB | 1.32% | 229,265 | $14M | $62.81 | $935K | +3,953 | +1.8% | |
| 36 | AVGO | 1.31% | 51,959 | $14M | $275.65 | $5M | -4,026 | -7.2% | |
| 37 | SYK | 1.31% | 36,089 | $14M | $395.63 | $642K | -548 | -1.5% | |
| 38 | KO | 1.16% | 178,153 | $13M | $70.75 | $154K | +4,171 | +2.4% | |
| 39 | MDT | 1.16% | 144,419 | $13M | $87.17 | -$322K | +666 | +0.5% | |
| 40 | NEE | 1.13% | 176,862 | $12M | $69.42 | -$336K | -1,227 | -0.7% | |
| 41 | WMT | 1.06% | 117,740 | $12M | $97.78 | $11M | +113,540 | +2703.3% | |
| 42 | TPR | 0.98% | 121,427 | $11M | $87.81 | — | +121,427 | — | NEW |
| 43 | CVX | 0.97% | 73,669 | $11M | $143.19 | -$2M | -220 | -0.3% | |
| 44 | VWO | 0.85% | 187,177 | $9M | $49.46 | $1M | +6,174 | +3.4% | |
| 45 | UNH | 0.74% | 25,673 | $8M | $311.97 | $4M | +17,829 | +227.3% | |
| 46 | RBLX | 0.73% | 75,600 | $8M | $105.20 | $2M | -18,400 | -19.6% | |
| 47 | PLD | 0.66% | 67,970 | $7M | $105.12 | -$473K | -175 | -0.3% | |
| 48 | EFA | 0.61% | 74,088 | $7M | $89.39 | $973K | +4,965 | +7.2% | |
| 49 | TYL | 0.48% | 8,733 | $5M | $592.84 | $215K | +198 | +2.3% | |
| 50 | CALX | 0.43% | 87,962 | $5M | $53.19 | $1M | -14,570 | -14.2% | |
| 51 | GQGPX | 0.40% | 250,287 | $4M | $17.27 | — | +250,287 | — | NEW |
| 52 | TRUP | 0.38% | 75,766 | $4M | $55.35 | $1M | -65 | -0.1% | |
| 53 | STRL | 0.37% | 17,238 | $4M | $230.73 | $2M | -215 | -1.2% | |
| 54 | AORT | 0.36% | 126,401 | $4M | $31.10 | $813K | -460 | -0.4% | |
| 55 | VRNS | 0.34% | 73,192 | $4M | $50.75 | $747K | -162 | -0.2% | |
| 56 | COP | 0.34% | 41,224 | $4M | $89.74 | -$935K | -2,905 | -6.6% | |
| 57 | GDOT | 0.33% | 335,932 | $4M | $10.78 | $1M | +62,850 | +23.0% | |
| 58 | ZETA | 0.33% | 232,939 | $4M | $15.49 | $1M | +49,331 | +26.9% | |
| 59 | HCSG | 0.32% | 230,111 | $3M | $15.03 | $747K | -38,850 | -14.4% | |
| 60 | PG | 0.30% | 20,552 | $3M | $159.32 | -$433K | -1,225 | -5.6% | |
| 61 | IMAX | 0.30% | 116,376 | $3M | $27.96 | -$577K | -29,024 | -20.0% | |
| 62 | AMRC | 0.29% | 211,429 | $3M | $15.19 | $518K | -11,556 | -5.2% | |
| 63 | NVEE | 0.29% | 138,660 | $3M | $23.09 | $528K | -95 | -0.1% | |
| 64 | AX | 0.28% | 40,043 | $3M | $76.04 | $467K | +84 | +0.2% | |
| 65 | SMTC | 0.27% | 64,529 | $3M | $45.14 | $1M | +16,679 | +34.9% | |
| 66 | CLBT | 0.26% | 180,310 | $3M | $16.00 | $117K | +37,870 | +26.6% | |
| 67 | HSTM | 0.26% | 103,747 | $3M | $27.67 | -$479K | -353 | -0.3% | |
| 68 | CYBR | 0.26% | 6,907 | $3M | $406.88 | -$154K | -1,863 | -21.2% | |
| 69 | OMCL | 0.25% | 93,980 | $3M | $29.40 | $146K | +19,132 | +25.6% | |
| 70 | AIN | 0.25% | 38,890 | $3M | $70.13 | $810K | +11,112 | +40.0% | |
| 71 | CRDO | 0.25% | 29,401 | $3M | $92.59 | $1M | -8,818 | -23.1% | |
| 72 | AVAV | 0.25% | 9,495 | $3M | $284.95 | $928K | -5,419 | -36.3% | |
| 73 | GMRE | 0.24% | 384,814 | $3M | $6.93 | $274K | +111,402 | +40.8% | |
| 74 | UMH | 0.24% | 155,395 | $3M | $16.79 | $320K | +32,962 | +26.9% | |
| 75 | PBH | 0.24% | 32,477 | $3M | $79.85 | -$212K | -158 | -0.5% | |
| 76 | EEFT | 0.24% | 25,275 | $3M | $101.38 | $2M | +23,275 | +1163.8% | |
| 77 | SFNC | 0.23% | 133,504 | $3M | $18.96 | $415K | +30,404 | +29.5% | |
| 78 | FRPT | 0.23% | 37,132 | $3M | $67.96 | $505K | +12,857 | +53.0% | |
| 79 | OGS | 0.22% | 34,039 | $2M | $71.86 | -$590K | -6,119 | -15.2% | |
| 80 | BV | 0.21% | 140,570 | $2M | $16.65 | $534K | -121 | -0.1% | |
| 81 | PHR | 0.21% | 81,162 | $2M | $28.46 | — | +81,162 | — | NEW |
| 82 | HRMY | 0.21% | 73,000 | $2M | $31.60 | -$109K | +206 | +0.3% | |
| 83 | FTDR | 0.21% | 38,497 | $2M | $58.94 | — | +38,497 | — | NEW |
| 84 | POR | 0.21% | 55,356 | $2M | $40.63 | $259K | +10,733 | +24.1% | |
| 85 | IJH | 0.19% | 33,559 | $2M | $62.02 | $502K | +6,500 | +24.0% | |
| 86 | SMPL | 0.18% | 61,972 | $2M | $31.59 | -$177K | +74 | +0.1% | |
| 87 | IOSP | 0.17% | 21,566 | $2M | $84.09 | -$234K | -47 | -0.2% | |
| 88 | HLMN | 0.15% | 221,698 | $2M | $7.14 | -$390K | -2,796 | -1.2% | |
| 89 | THRM | 0.13% | 50,739 | $1M | $28.29 | $70K | -309 | -0.6% | |
| 90 | T | 0.13% | 48,500 | $1M | $28.91 | $54K | +825 | +1.7% | |
| 91 | SM | 0.13% | 55,559 | $1M | $24.71 | -$291K | -7 | -0.0% | |
| 92 | SLYG | 0.08% | 10,255 | $910K | $88.75 | $55K | -45 | -0.4% | |
| 93 | YUM | 0.08% | 5,800 | $859K | $148.18 | -$53K | — | — | |
| 94 | CFLT | 0.07% | 30,000 | $748K | $24.93 | $45K | — | — | |
| 95 | ADP | 0.06% | 2,059 | $635K | $308.40 | -$5K | -35 | -1.7% | |
| 96 | XOM | 0.06% | 5,862 | $632K | $107.80 | -$65K | — | — | |
| 97 | IJR | 0.06% | 5,678 | $621K | $109.29 | $377K | +3,350 | +143.9% | |
| 98 | YUMC | 0.05% | 13,000 | $581K | $44.71 | -$96K | — | — | |
| 99 | MCD | 0.05% | 1,840 | $538K | $292.17 | -$37K | — | — | |
| 100 | MDY | 0.05% | 915 | $518K | $566.48 | $30K | — | — |