13F 机构持仓

CONNABLE OFFICE INC

KALAMAZOO MI · SEC CIK 0000914933

2026Q22026Q1 更早 9 个季度 🔒
$11.36亿2026Q2 申报市值
231持仓数
63.7%前十大占比 · 第一大 25.3%
13 / 10新建仓 / 清仓
申报市值走势$11.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 25.3%
VEA 7.7%
IEMG 7.3%
EEM 5.8%
GUNR 5.0%
DGRW 4.5%
IYR 2.8%
AGG 2.2%
NVDA 1.8%
VONG 1.5%

2026Q2 买入最多 按季末市值估算

MUB 加仓+$637.85万
WDC 新建仓+$327.60万
VBK 新建仓+$240.23万
UBER 新建仓+$228.76万
NFLX 加仓+$176.46万

2026Q2 卖出最多 按季末市值估算

EEM 减仓-$431.82万
IEMG 减仓-$349.71万
APH 减仓-$338.57万
Honeywell Intl 清仓-$291.06万
VEA 减仓-$286.38万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
DOC Healthpeak Properties Inc $87.08万0.08%40,692 3470.9% $7,426 加仓
PLXS Plexus Corp $85.09万0.07%2,830 -169-5.6% -$5.08万 减仓
IBN ICICI Bank Ltd $84.89万0.07%29,243 -484-1.6% -$1.41万 减仓
ENS EnerSys $84.29万0.07%3,605 -216-5.7% -$5.05万 减仓
NU Nu Holdings Ltd $82.01万0.07%61,382 -987-1.6% -$1.32万 减仓
AIR AAR Corp $80.84万0.07%5,656 -427-7.0% -$6.10万 减仓
MDT Medtronic PLC $79.86万0.07%10,208 -169-1.6% -$1.32万 减仓
CHH Choice Hotels International Inc $79.39万0.07%7,200 00.0% — 不变
BTI British American Tobacco PLC $78.58万0.07%12,724 -211-1.6% -$1.30万 减仓
CNQ Canadian Natural Resources Ltd $78.54万0.07%19,883 -329-1.6% -$1.30万 减仓
FCFS FirstCash Holdings Inc $78.52万0.07%3,630 -239-6.2% -$5.17万 减仓
FLS Flowserve Corp $77.94万0.07%10,510 -750-6.7% -$5.56万 减仓
LYG Lloyds Banking Group PLC $77.88万0.07%133,578 -2,213-1.6% -$1.29万 减仓
RRR Red Rock Resorts Inc $77.42万0.07%11,900 00.0% — 不变
BHE Benchmark Electronics Inc $72.47万0.06%7,345 -424-5.5% -$4.18万 减仓
GWRE Guidewire Software Inc $71.28万0.06%5,793 00.0% — 不变
CAKE Cheesecake Factory Inc $70.46万0.06%8,859 -599-6.3% -$4.76万 减仓
CBT Cabot Corp $70.11万0.06%7,720 -343-4.3% -$3.12万 减仓
LRCX Lam Research Corporation $69.64万0.06%1,607 49144.0% $21.28万 加仓
WST West Pharmaceutical Services Inc $66.24万0.06%1,845 00.0% — 不变
HXL Hexcel Corp $66.11万0.06%6,607 -488-6.9% -$4.88万 减仓
SPXC SPX Technologies Inc $65.14万0.06%2,657 -246-8.5% -$6.03万 减仓
R Ryder System Inc $64.57万0.06%2,448 -163-6.2% -$4.30万 减仓
OII Oceaneering International Inc $63.46万0.06%15,662 -1,092-6.5% -$4.42万 减仓
DAR Darling Ingredients Inc $62.86万0.06%11,509 -814-6.6% -$4.45万 减仓
LFUS Littelfuse Inc $62.84万0.06%1,380 -99-6.7% -$4.51万 减仓
UBSI United Bankshares Inc $59.86万0.05%13,062 -1,110-7.8% -$5.09万 减仓
GLD SPDR Gold Shares $59.35万0.05%1,611 00.0% — 不变
FIS Fidelity National Information Services Inc $59.24万0.05%15,236 15,236— $59.24万 新建仓
WCN Waste Connections Inc $59.16万0.05%3,549 -58-1.6% -$9,668 减仓
AON AON PLC $58.18万0.05%1,754 -29-1.6% -$9,619 减仓
FELE Franklin Electric Co Inc $57.03万0.05%5,320 63113.5% $6.76万 加仓
LOAR Loar Holdings Inc $56.88万0.05%7,056 00.0% — 不变
JEF Jefferies Financial Group Inc $55.98万0.05%11,200 00.0% — 不变
HLI Houlihan Lokey Inc $55.14万0.05%4,111 -236-5.4% -$3.17万 减仓
ECG Everus Construction Group Inc $55.03万0.05%3,316 -1,038-23.8% -$17.23万 减仓
FDS FactSet Research Systems Inc $54.99万0.05%2,390 00.0% — 不变
GATX GATX Corp $53.83万0.05%3,038 -177-5.5% -$3.14万 减仓
FIGS FIGS Inc $53.74万0.05%52,532 00.0% — 不变
TKR Timken Co $53.64万0.05%3,691 -563-13.2% -$8.18万 减仓
UMBF UMB Financial Corp $53.36万0.05%3,738 -264-6.6% -$3.77万 减仓
ONB Old National Bancorp $52.72万0.05%20,357 -724-3.4% -$1.88万 减仓
SMG The Scotts Miracle-Gro Co $51.08万0.04%7,499 -409-5.2% -$2.79万 减仓
SSB SouthState Bank Corp $50.52万0.04%5,057 -336-6.2% -$3.36万 减仓
UCB United Community Banks Inc $50.25万0.04%14,319 -1,054-6.9% -$3.70万 减仓
TRMK Trustmark Corp $49.50万0.04%10,759 -742-6.5% -$3.41万 减仓
PSN Parsons Corp $49.44万0.04%9,436 1,64221.1% $8.60万 加仓
CTS CTS Corp $48.21万0.04%7,395 -386-5.0% -$2.52万 减仓
DIOD Diodes Inc $47.09万0.04%4,303 -261-5.7% -$2.86万 减仓
NPO Enpro Inc $47.00万0.04%1,247 00.0% — 不变
RGA Reinsurance Group of America Inc $46.68万0.04%2,195 -145-6.2% -$3.08万 减仓
BLLN BillionToOne Inc $46.19万0.04%3,850 00.0% — 不变
PRMB Primo Brands Corp $45.03万0.04%18,424 -1,166-6.0% -$2.85万 减仓
FPS Forgent Power Solutions Inc $44.69万0.04%8,000 00.0% — 不变
MTH Meritage Homes Corp $44.16万0.04%5,267 -374-6.6% -$3.14万 减仓
AUB Atlantic Union Bankshares Corp $42.94万0.04%10,150 -697-6.4% -$2.95万 减仓
MTN Vail Resorts Inc $42.89万0.04%3,150 00.0% — 不变
LKQ LKQ Corp $42.81万0.04%16,258 2,53418.5% $6.67万 加仓
ITGR Integer Holdings Corp $42.41万0.04%4,538 -21-0.5% -$1,962 减仓
TRNS Transcat Inc $41.78万0.04%4,504 00.0% — 不变
FRME First Merchants Corp $41.20万0.04%9,430 -773-7.6% -$3.38万 减仓
SF Stifel Financial Corporation $40.98万0.04%5,873 -377-6.0% -$2.63万 减仓
AROC Archrock Inc $40.88万0.04%10,041 00.0% — 不变
EFSC Enterprise Financial Services Corp $40.61万0.04%6,164 -443-6.7% -$2.92万 减仓
HMN Horace Mann Educators Corp $39.95万0.04%7,735 00.0% — 不变
XPRO Expro Group Holdings NV $39.45万0.03%26,711 -2,040-7.1% -$3.01万 减仓
SON Sonoco Products Co $39.31万0.03%6,976 2774.1% $1.56万 加仓
OGS ONE Gas Inc $38.33万0.03%4,973 -300-5.7% -$2.31万 减仓
FNB FNB Corp $38.13万0.03%19,982 -1,063-5.1% -$2.03万 减仓
WWW Wolverine World Wide Inc $37.76万0.03%22,843 7,02044.4% $11.60万 加仓
JNJ Johnson & Johnson $37.23万0.03%1,466 00.0% — 不变
STAG STAG Industrial Inc $37.02万0.03%9,727 -543-5.3% -$2.07万 减仓
NBN Northeast Bank $36.21万0.03%2,732 -199-6.8% -$2.64万 减仓
COLD Americold Realty Trust Inc $35.82万0.03%22,787 00.0% — 不变
AGYS Agilysys Inc $34.01万0.03%3,255 00.0% — 不变
BOX Box Inc $32.88万0.03%12,388 -898-6.8% -$2.38万 减仓
ENTG Entegris Inc $31.93万0.03%1,775 00.0% — 不变
IBM I B M Corporation $31.61万0.03%1,124 00.0% — 不变
GLPI Gaming and Leisure Properties Inc $31.53万0.03%7,080 00.0% — 不变
WTM White Mountains Insurance Group Ltd $31.52万0.03%152 00.0% — 不变
IWM iShares Russell 2000 ETF $31.37万0.03%1,044 00.0% — 不变
VRSK Verisk Analytics Inc $30.52万0.03%1,700 00.0% — 不变
SLGN Silgan Holdings Inc $30.45万0.03%6,565 6,565— $30.45万 新建仓
REYN Reynolds Consumer Products Inc $30.05万0.03%11,192 1,47615.2% $3.96万 加仓
AIN Albany International Corp $29.70万0.03%3,986 00.0% — 不变
POR Portland General Electric Co $29.64万0.03%5,718 00.0% — 不变
AMAT Applied Materials Inc $29.06万0.03%402 402— $29.06万 新建仓
RYN Rayonier Inc $28.95万0.03%13,603 4193.2% $8,916 加仓
UGI UGI Corp $28.69万0.03%8,306 4736.0% $1.63万 加仓
CNO CNO Financial Group Inc $28.60万0.03%5,611 00.0% — 不变
DVN Devon Energy Corp $28.41万0.03%6,876 -142-2.0% -$5,867 减仓
ST Sensata Technologies Holding PLC $28.04万0.02%5,874 -2,804-32.3% -$13.39万 减仓
ICUI ICU Medical Inc $27.90万0.02%1,903 1609.2% $2.35万 加仓
GPK Graphic Packaging Holding Co $27.78万0.02%26,285 00.0% — 不变
KRG Kite Realty Group Trust $27.67万0.02%9,750 00.0% — 不变
IT Gartner Inc $27.22万0.02%2,100 00.0% — 不变
HP Helmerich & Payne Inc $27.20万0.02%8,309 -527-6.0% -$1.73万 减仓
FCPT Four Corners Property Trust Inc $26.55万0.02%10,816 00.0% — 不变
DAKT Daktronics Inc $25.85万0.02%13,215 00.0% — 不变
AGCO AGCO Corp $25.70万0.02%2,147 -108-4.8% -$1.29万 减仓