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.
Latest 13F Filing Activity
Connors Investor Services Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 147 equity positions with a total 13F market value of $1B. The fund increased holdings in Palantir Technologies, Schwab Charles, Wal-mart Stores among other positions. Connors Investor Services Inc. reduced exposure to American Express, Disney Walt, Thermo Fisher Scientific among others.
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 |
Industry Allocation
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