Connors-Investor-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "AX",
  "VRNS",
  "IOSP",
  "SMTC",
  "AORT",
  "STRL",
  "AVAV",
  "ASPN",
  "PBH",
  "ABT",
  "ABBV",
  "SFNC",
  "FRPT",
  "GOOGL",
  "AIN",
  "AXP",
  "AMRC",
  "T",
  "AVGO",
  "LOW",
  "THRM",
  "CRS",
  "NVEC",
  "NVEE",
  "OMCL",
  "SMPL",
  "SLP",
  "UMH",
  "BV",
  "WLDN",
  "GIS",
  "ANIK",
  "HD",
  "CLBT",
  "MCD",
  "UNP",
  "QCOM",
  "HCSG",
  "META",
  "MDXG",
  "OABI",
  "PAYS",
  "PAHC",
  "IJH",
  "QIPT",
  "RPAY",
  "SWK",
  "TACT",
  "TBRG",
  null,
  null,
  "PWR",
  null,
  "MDT",
  "MSFT",
  "MS",
  "EPM",
  "IMAX",
  "HSY",
  "IJR",
  "ORCL",
  "DASH",
  "PANW",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  null,
  "O",
  "RTX",
  "IBM",
  "SYK",
  "TGT",
  "TMO",
  "TJX",
  "TYL",
  "SM",
  "NTIC",
  "LOVE",
  "POR",
  "VWO",
  "LAD",
  "NWPX",
  "QRHC",
  "GMRE",
  "RMD",
  "AIOT",
  "GDOT",
  "DD",
  "BX",
  "AON",
  "AFL",
  "DOV",
  "HRMY",
  "HSTM",
  "IMXI",
  "EEFT",
  "AMZN",
  "OGS",
  "VOO",
  "V",
  "VMEO",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  "YUMC",
  "YUM",
  "ZETA",
  "OPRX",
  "OLO",
  "MTB",
  "SCHF",
  "HLMN",
  "TRUP",
  "CRM",
  "RBLX",
  null,
  "PSA",
  "KMB",
  "ADP",
  "BRK-B",
  "BTBT",
  "BLFS",
  "CALX",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CLNE",
  "KO",
  "CL",
  "CHCT",
  "COP",
  "CFLT",
  "COST",
  "CRDO",
  "CSX",
  "CYBR",
  "DFS",
  "EFA",
  "NEE",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 158
Total Value: 1007234363
Accession Number: 0000884548-25-000002
Form Type: 13F-HR
CIK: connors-investor-services
Manager Name: Connors-Investor-Services

Data Enrichment

97% identified

153 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

158 positions • $1.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 8

Sort by:

Yum China Holdings, Inc.

YUMC|98850P109

Shares:13.0K

Value:$676.8K

% of Portfolio:0.1% ($676.8K/$1.0B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.1K

Value:$639.8K

% of Portfolio:0.1% ($639.8K/$1.0B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.6K

Value:$600.7K

% of Portfolio:0.1% ($600.7K/$1.0B)

MCDONALDS CORP

MCD|580135101

Shares:1.8K

Value:$574.8K

% of Portfolio:0.1% ($574.8K/$1.0B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:915

Value:$488.1K

% of Portfolio:0.0% ($488.1K/$1.0B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.8K

Value:$487.2K

% of Portfolio:0.0% ($487.2K/$1.0B)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$478.6K

% of Portfolio:0.0% ($478.6K/$1.0B)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.9K

Value:$439.7K

% of Portfolio:0.0% ($439.7K/$1.0B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.6K

Value:$432.0K

% of Portfolio:0.0% ($432.0K/$1.0B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.0K

Value:$430.9K

% of Portfolio:0.0% ($430.9K/$1.0B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:800

Value:$426.1K

% of Portfolio:0.0% ($426.1K/$1.0B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:8.0K

Value:$401.7K

% of Portfolio:0.0% ($401.7K/$1.0B)

264399106

Shares:3.2K

Value:$386.5K

% of Portfolio:0.0% ($386.5K/$1.0B)

Walmart Inc.

WMT|931142103

Shares:4.2K

Value:$368.7K

% of Portfolio:0.0% ($368.7K/$1.0B)

Public Storage

PSA|74460D109

Shares:1.1K

Value:$333.7K

% of Portfolio:0.0% ($333.7K/$1.0B)

Aon plc

AON|G0403H108

Shares:800

Value:$319.3K

% of Portfolio:0.0% ($319.3K/$1.0B)

UNION PACIFIC CORP

UNP|907818108

Shares:1.4K

Value:$310.7K

% of Portfolio:0.0% ($310.7K/$1.0B)

LITHIA MOTORS INC

LAD|536797103

Shares:1.1K

Value:$309.7K

% of Portfolio:0.0% ($309.7K/$1.0B)

M&T BANK CORP

MTB|55261F104

Shares:1.7K

Value:$304.6K

% of Portfolio:0.0% ($304.6K/$1.0B)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.0K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Yum China Holdings, Inc.(YUMCcusip98850P109)	13.0K	QoQ -2.25% (-300) YoY NEW(+13.0K)	All Managers (Combined)	$676.8K	0.1% ($676.8K/$1.0B)	QoQ +5.63% (-$36.1K) YoY NEW(+$676.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$639.8K	0.1% ($639.8K/$1.0B)	QoQ +4.37% (+$26.8K) YoY +22.33% (+$116.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.6K	QoQ +0.49% (+18) YoY -47.06% (-3.2K)	All Managers (Combined)	$600.7K	0.1% ($600.7K/$1.0B)	QoQ +14.67% (+$76.9K) YoY -44.78% (-$487.2K)
MCDONALDS CORP(MCDcusip580135101)	1.8K	QoQ 0.00% (+0) YoY -95.75% (-41.5K)	All Managers (Combined)	$574.8K	0.1% ($574.8K/$1.0B)	QoQ +7.75% (+$41.4K) YoY -95.29% (-$11.7M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	915	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$488.1K	0.0% ($488.1K/$1.0B)	QoQ -6.33% (-$33.0K) YoY -4.11% (-$21.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.8K	QoQ -2.80% (-80) YoY -59.63% (-4.1K)	All Managers (Combined)	$487.2K	0.0% ($487.2K/$1.0B)	QoQ -11.41% (-$62.8K) YoY -56.09% (-$622.5K)
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ -7.70% (-109) YoY -7.70% (-109)	All Managers (Combined)	$478.6K	0.0% ($478.6K/$1.0B)	QoQ -13.04% (-$71.8K) YoY -11.81% (-$64.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.9K	QoQ -95.66% (-108.1K) YoY -95.99% (-117.4K)	All Managers (Combined)	$439.7K	0.0% ($439.7K/$1.0B)	QoQ -96.08% (-$10.8M) YoY -97.27% (-$15.7M)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$432.0K	0.0% ($432.0K/$1.0B)	QoQ +3.06% (+$12.9K) YoY +4.05% (+$16.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.0K	QoQ -2.57% (-80) YoY -9.14% (-305)	All Managers (Combined)	$430.9K	0.0% ($430.9K/$1.0B)	QoQ +5.74% (-$23.4K) YoY -0.10% (-$455)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	800	QoQ 0.00% (+0) YoY -3.61% (-30)	All Managers (Combined)	$426.1K	0.0% ($426.1K/$1.0B)	QoQ +17.49% (+$63.4K) YoY +22.07% (-$77.0K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	8.0K	QoQ +100.00% (+4.0K) YoY NEW(+8.0K)	All Managers (Combined)	$401.7K	0.0% ($401.7K/$1.0B)	QoQ +66.53% (+$160.5K) YoY NEW(+$401.7K)
(cusip264399106)✕	3.2K	QoQ -2.00% (-65) YoY -3.50% (-115)	All Managers (Combined)	$386.5K	0.0% ($386.5K/$1.0B)	QoQ +10.93% (-$38.1K) YoY +21.70% (-$68.9K)
Walmart Inc.(WMTcusip931142103)	4.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$368.7K	0.0% ($368.7K/$1.0B)	QoQ -2.83% (-$10.8K) YoY +45.90% (+$116.0K)
Public Storage(PSAcusip74460D109)	1.1K	QoQ -2.62% (-30) YoY -3.04% (-35)	All Managers (Combined)	$333.7K	0.0% ($333.7K/$1.0B)	QoQ -2.66% (-$9.2K) YoY +0.04% (-$139)
Aon plc(AONcusipG0403H108)	800	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$319.3K	0.0% ($319.3K/$1.0B)	QoQ +11.11% (+$31.9K) YoY +19.58% (+$52.3K)
UNION PACIFIC CORP(UNPcusip907818108)	1.4K	QoQ +3.04% (+40) YoY -13.41% (-210)	All Managers (Combined)	$310.7K	0.0% ($310.7K/$1.0B)	QoQ +3.59% (+$10.8K) YoY -19.28% (-$74.2K)
LITHIA MOTORS INC(LADcusip536797103)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$309.7K	0.0% ($309.7K/$1.0B)	QoQ -17.87% (-$67.4K) YoY -2.43% (-$7.7K)
M&T BANK CORP(MTBcusip55261F104)	1.7K	QoQ 0.00% (-0) YoY -29.55% (-715)	All Managers (Combined)	$304.6K	0.0% ($304.6K/$1.0B)	QoQ -4.92% (-$15.8K) YoY -13.42% (-$47.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.0K	QoQ -3.43% (-70) YoY -62.10% (-3.2K)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$1.0B)	QoQ -5.90% (-$18.5K) YoY -66.48% (-$583.7K)