Connors Investor Services Inc.
Connors Investor Services, Inc. is a SEC-registered investment adviser established in Wyomissing, Pennsylvania. Founded in 1969 by James M. Connors, the firm specializes in serving individual and institutional clients by offering tailored investment management, including strategies focused on small companies and options-based risk management. The firm is known for its integrity, community involvement, and publishing research on emerging small businesses. It employs approximately 9 professionals and has a long-standing reputation for performance and client service.
Investment Strategy
Connors Investor Services pursues fundamentally sound, high-quality companies that are well-positioned for long-term growth. Their offerings include dedicated strategies for small companies, covered call options, and hedged equity, aiming to provide risk-managed, performance-driven portfolios. The firm emphasizes disciplined research and active portfolio management, adapting tactics for individual clients while prioritizing integrity, service, and community contribution.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES | 9.80% | $110.7M | 811,902 | $20.09 | $136.32 | +$40.0M |
S SPY | SPDR S & P 500 INDEX | 4.31% | $48.6M | 78,691 | $522.16 | $617.85 | +$3.0M |
A AAPL | APPLE | 3.16% | $35.7M | 174,136 | $112.24 | $205.17 | -$3.7M |
N NVDA | NVIDIA | 3.07% | $34.7M | 219,512 | $44.38 | $157.99 | +$10.8M |
M MSFT | MICROSOFT | 2.90% | $32.7M | 65,765 | $132.76 | $497.41 | +$2.5M |