CONNABLE OFFICE INC

data from 30/09/2025

Capitalization

$ 1.078 B 6.70 %

Average holding period

20 ans

Performance

$ 4.554 B 57 039.53 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CONNABLE OFFICE INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF Trust 24.84% 267.838 M $ 402051 2007/03/31 19.011 M $ 7.82 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 7.51% 80.991 M $ 1351660 2022/09/30 3.838 M $ 5.10 %
2025/09/30 EEM iShares MSCI Emerging Markets ETF 5.62% 60.542 M $ 1133736 2007/09/30 5.954 M $ 10.70 %
2025/09/30 IEMG iShares Core MSCI Emerging Markets ETF 5.38% 57.968 M $ 879365 2022/12/31 3.865 M $ 9.81 %
2025/09/30 GUNR FlexShares Mstar Glbl Upstream Nat Res ETF 3.80% 41.020 M $ 936961 2015/03/31 3.439 M $ 9.15 %
2025/09/30 AGG iShares Core US Aggregate Bond 3.65% 39.356 M $ 392574 2020/03/31 421.152 K $ 1.06 %
2025/09/30 DGRW WisdomTree US Quality Dividend Growth Fund 3.60% 38.814 M $ 436306 2023/06/30 1.632 M $ 6.23 %
2025/09/30 SYK Stryker Corporation 3.42% 36.883 M $ 99774 2004/09/30 -2.583 M $ -6.56 %
2025/09/30 IYR iShares US Real Estate ETF 2.65% 28.585 M $ 294445 2023/12/31 634.138 K $ 2.44 %
2025/09/30 BRK-A Berkshire Hathaway Inc Cl A 1.82% 19.609 M $ 26 2024/03/31 660.400 K $ 3.49 %
2025/09/30 MSFT Microsoft Corp 1.68% 18.161 M $ 35063 2004/09/30 694.313 K $ 4.13 %
2025/09/30 NVDA NVIDIA Corp 1.60% 17.255 M $ 92478 2021/09/30 2.633 M $ 18.10 %
2025/09/30 VONG Vanguard Russell 1000 Growth ETF 1.45% 15.643 M $ 129821 2023/12/31 1.473 M $ 10.35 %
2025/09/30 AAPL Apple Inc 1.34% 14.453 M $ 56759 2008/12/31 2.442 M $ 24.11 %
2025/09/30 QUAL iShares MSCI USA Quality Factor ETF 1.23% 13.218 M $ 67961 2025/06/30 1.156 M $ 6.39 %
2025/09/30 VTIP VG Short-Term Inflation Protected Sec ETF 1.22% 13.200 M $ 260714 2021/12/31 124.322 K $ 0.72 %
2025/09/30 EZU iShares MSCI Eurozone ETF 1.13% 12.204 M $ 197037 2025/06/30 481.979 K $ 4.19 %
2025/09/30 MBB iShares MBS ETF 0.98% 10.582 M $ 111209 2024/12/31 401.457 K $ 1.34 %
2025/09/30 VOO Vanguard S&P 500 ETF 0.73% 7.896 M $ 12894 2020/06/30 573.977 K $ 7.81 %
2025/09/30 AVGO Broadcom Inc 0.68% 7.353 M $ 22289 2024/06/30 1.163 M $ 19.68 %
2025/09/30 AMZN Amazon.com Inc 0.66% 7.142 M $ 32526 2015/03/31 5.388 K $ 0.08 %
2025/09/30 JPM JPMorgan Chase & Company 0.63% 6.785 M $ 21509 2010/03/31 533.623 K $ 8.80 %
2025/09/30 MA Mastercard Inc 0.61% 6.596 M $ 11596 2020/03/31 72.849 K $ 1.22 %
2025/09/30 TIP iShares TIPS Bond ETF 0.57% 6.161 M $ 55398 2017/09/30 64.921 K $ 1.07 %
2025/09/30 TSLA Tesla Motors Inc 0.56% 6.083 M $ 13678 2016/06/30 1.768 M $ 40.00 %
2025/09/30 RTX RTX Corp 0.55% 5.885 M $ 35169 2020/06/30 734.299 K $ 14.59 %
2025/09/30 GOOGL Alphabet Inc Cl A 0.53% 5.669 M $ 23318 2015/12/31 1.513 M $ 37.94 %
2025/09/30 APH Amphenol Corporation 0.53% 5.661 M $ 45746 2024/03/31 1.139 M $ 25.32 %
2025/09/30 META Meta Platforms Inc 0.52% 5.561 M $ 7573 2024/03/31 -28.021 K $ -0.50 %
2025/09/30 MUB iShares National Muni Bond ETF 0.50% 5.352 M $ 50256 2024/12/31 32.170 K $ 1.92 %
2025/09/30 GOOG Alphabet Inc Cl C 0.46% 4.976 M $ 20431 2015/12/31 1.331 M $ 37.30 %
2025/09/30 LIN Linde PLC 0.42% 4.517 M $ 9510 2023/03/31 55.348 K $ 1.24 %
2025/09/30 VB Vanguard Small Cap ETF 0.40% 4.352 M $ 17116 2020/03/31 312.870 K $ 7.30 %
2025/09/30 VXF Vanguard Extended Market ETF 0.35% 3.819 M $ 18242 2025/03/31 86.110 K $ 8.63 %
2025/09/30 IWN iShares Russell 2000 Value Index 0.35% 3.786 M $ 21413 2025/09/30 0.000 $ 0.00 %
2025/09/30 COP ConocoPhillips 0.34% 3.666 M $ 38758 2021/03/31 188.078 K $ 5.40 %
2025/09/30 LLY Eli Lilly & Company 0.34% 3.665 M $ 4803 2022/06/30 -77.228 K $ -2.12 %
2025/09/30 KLAC KLA Corporation 0.34% 3.650 M $ 3384 2021/06/30 620.626 K $ 20.41 %
2025/09/30 PANW Palo Alto Networks Inc 0.33% 3.594 M $ 17649 2022/03/31 -17.958 K $ -0.50 %
2025/09/30 ETN Eaton Corp PLC 0.33% 3.552 M $ 9490 2024/09/30 94.429 K $ 4.83 %
2025/09/30 AXP American Express Company 0.32% 3.475 M $ 10463 2019/12/31 137.731 K $ 4.13 %
2025/09/30 LOW Lowe's Companies Inc 0.32% 3.429 M $ 13644 2020/06/30 402.444 K $ 13.27 %
2025/09/30 MCO Moody's Corporation 0.30% 3.223 M $ 6764 2021/03/31 -168.764 K $ -5.01 %
2025/09/30 PG Procter & Gamble Co 0.29% 3.176 M $ 20672 2004/09/30 -110.791 K $ -3.56 %
2025/09/30 COST Costco Wholesale Corp 0.29% 3.092 M $ 3340 2020/03/31 -210.872 K $ -6.50 %
2025/09/30 NEE NextEra Energy Inc 0.28% 3.017 M $ 39962 2020/09/30 238.781 K $ 8.74 %
2025/09/30 DIS The Walt Disney Company 0.27% 2.919 M $ 25490 2015/09/30 -239.680 K $ -7.67 %
2025/09/30 TSM Taiwan Semiconductor Manufacturing Co Ltd 0.27% 2.893 M $ 10359 2024/06/30 546.955 K $ 23.31 %
2025/09/30 PEP Pepsico Inc 0.27% 2.882 M $ 20520 2004/09/30 136.273 K $ 6.36 %
2025/09/30 ADSK Autodesk Inc 0.27% 2.874 M $ 9046 2024/12/31 73.677 K $ 2.62 %
2025/09/30 TMO Thermo Fisher Scientific Inc 0.26% 2.776 M $ 5723 2012/06/30 448.638 K $ 19.62 %
2025/09/30 KO The Coca Cola Company 0.26% 2.764 M $ 41674 2004/09/30 -183.162 K $ -6.26 %
2025/09/30 PH Parker-Hannifin Corp 0.25% 2.713 M $ 3579 2025/06/30 172.833 K $ 8.54 %
2025/09/30 HON Honeywell Intl 0.25% 2.710 M $ 12874 2015/06/30 -283.039 K $ -9.61 %
2025/09/30 TMUS T-Mobile US Inc 0.25% 2.698 M $ 11272 2021/06/30 12.614 K $ 0.47 %
2025/09/30 NOW ServiceNow Inc 0.25% 2.656 M $ 2886 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACWX iShares MSCI ACWI Index Fund ex US 0.24% 2.612 M $ 40171 2024/12/31 36.951 K $ 6.68 %
2025/09/30 MAR Marriott International Inc Cl A 0.24% 2.596 M $ 9967 2021/12/31 -150.251 K $ -4.67 %
2025/09/30 SHW Sherwin-Williams Company 0.24% 2.573 M $ 7431 2025/03/31 17.379 K $ 0.84 %
2025/09/30 SE Sea Ltd 0.24% 2.572 M $ 14392 2024/09/30 270.425 K $ 11.75 %
2025/09/30 DHR Danaher Corporation 0.23% 2.484 M $ 12527 2008/12/31 8.870 K $ 0.36 %
2025/09/30 KKR KKR & Co Inc 0.22% 2.406 M $ 18515 2022/09/30 -57.417 K $ -2.32 %
2025/09/30 WM Waste Management Inc 0.22% 2.375 M $ 10756 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACGL Arch Capital Group Ltd 0.22% 2.330 M $ 25677 2011/03/31 -8.216 K $ -0.35 %
2025/09/30 DE Deere & Company 0.22% 2.326 M $ 5087 2024/09/30 -262.553 K $ -10.07 %
2025/09/30 UNH UnitedHealth Group Inc 0.21% 2.298 M $ 6654 2019/06/30 224.610 K $ 10.68 %
2025/09/30 CRM salesforce.com Inc 0.21% 2.220 M $ 9369 2021/09/30 -333.737 K $ -13.09 %
2025/09/30 WFC Wells Fargo & Co 0.20% 2.177 M $ 25971 2022/06/30 141.421 K $ 4.62 %
2025/09/30 SPOT Spotify Technology SA 0.19% 2.020 M $ 2894 2024/06/30 -200.669 K $ -9.04 %
2025/09/30 ABT Abbott Labs 0.19% 2.015 M $ 15042 2020/09/30 -30.969 K $ -1.52 %
2025/09/30 PM Philip Morris International Inc 0.18% 1.986 M $ 12247 2025/06/30 -231.706 K $ -10.94 %
2025/09/30 C Citigroup Inc 0.18% 1.980 M $ 19506 2024/12/31 514.479 K $ 19.24 %
2025/09/30 MCK McKesson Corporation 0.18% 1.975 M $ 2557 2025/06/30 101.427 K $ 5.43 %
2025/09/30 ORCL Oracle Corporation 0.18% 1.969 M $ 7000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROK Rockwell Automation Inc 0.18% 1.909 M $ 5463 2021/06/30 94.716 K $ 5.23 %
2025/09/30 IBM I B M Corporation 0.16% 1.705 M $ 6044 2025/06/30 -76.085 K $ -4.28 %
2025/09/30 BKR Baker Hughes Company Cl A 0.15% 1.640 M $ 33670 2024/12/31 350.688 K $ 27.07 %
2025/09/30 SAP SAP AG 0.15% 1.630 M $ 6100 2024/12/31 -225.029 K $ -12.13 %
2025/09/30 AMGN Amgen Inc 0.15% 1.627 M $ 5766 2011/06/30 17.359 K $ 1.07 %
2025/09/30 ADI Analog Devices Inc 0.15% 1.623 M $ 6607 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWO iShares Russell 2000 Growth Index Fund 0.15% 1.617 M $ 5051 2025/09/30 0.000 $ 0.00 %
2025/09/30 ASML ASML Holding NV 0.15% 1.613 M $ 1666 2018/12/31 219.377 K $ 20.80 %
2025/09/30 IWB iShares Russell 1000 ETF 0.15% 1.601 M $ 4380 2024/12/31 60.396 K $ 7.63 %
2025/09/30 EOG EOG Resources Inc 0.15% 1.595 M $ 14230 2021/12/31 -106.522 K $ -6.26 %
2025/09/30 CPNG Coupang Inc 0.13% 1.357 M $ 42148 2024/06/30 94.411 K $ 7.48 %
2025/09/30 H Hyatt Hotels Corp 0.12% 1.336 M $ 9412 2010/03/31 21.459 K $ 1.63 %
2025/09/30 GWRE Guidewire Software Inc 0.12% 1.332 M $ 5793 2015/06/30 -32.382 K $ -2.37 %
2025/09/30 IDXX IDEXX Laboratories Inc 0.11% 1.150 M $ 1800 2010/06/30 184.589 K $ 19.12 %
2025/09/30 HLI Houlihan Lokey Inc 0.11% 1.145 M $ 5576 2019/06/30 141.463 K $ 14.10 %
2025/09/30 STX Seagate Technology Holdings PLC 0.10% 1.101 M $ 4662 2025/09/30 0.000 $ 0.00 %
2025/09/30 CP Canadian Pacific Kansas City Ltd 0.10% 1.075 M $ 14425 2023/06/30 -68.951 K $ -6.03 %
2025/09/30 IVV iShares Core S&P 500 ETF 0.10% 1.048 M $ 1566 2021/12/31 74.826 K $ 7.80 %
2025/09/30 UBS UBS Group AG 0.10% 1.042 M $ 25409 2024/03/31 182.436 K $ 21.23 %
2025/09/30 NU Nu Holdings Ltd 0.09% 1.010 M $ 63060 2024/03/31 144.407 K $ 16.69 %
2025/09/30 AZN AstraZeneca PLC 0.09% 921.791 K $ 12015 2022/09/30 82.182 K $ 9.79 %
2025/09/30 MELI MercadoLibre Inc 0.09% 918.417 K $ 393 2023/09/30 -108.739 K $ -10.59 %
2025/09/30 GE GE Aerospace 0.08% 909.680 K $ 3024 2025/06/30 131.332 K $ 16.87 %
2025/09/30 IBN ICICI Bank Ltd 0.08% 908.170 K $ 30042 2022/12/31 -102.443 K $ -10.14 %
2025/09/30 PFE Pfizer Inc 0.08% 903.801 K $ 35471 2024/06/30 42.682 K $ 5.12 %
2025/09/30 RACE Ferrari NV 0.08% 892.805 K $ 1840 2020/03/31 -10.156 K $ -1.12 %