Connable Office Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Connable Office Inc. reported 220 stock positions worth $1.1 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 24.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.5%) and iShares MSCI Emerging Market (EEM, 5.6%). Compared with Q2 2025, it opened 20 new positions, sold out of 24, added to 64 and reduced 37. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +34%) and the biggest sale iShares MBS ETF (MBB, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- KALAMAZOO, MI
- CIK
- 0000914933
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0000914933-25-000006 ↗ filed Nov 6, 2025
Holdings Value
Holdings 220 stocks · $1.1B
| SPY SS SPDR S&P 500 ETF Trust-US | 24.84% | 402,051 | $267.8M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 7.51% | 1,351,660 | $81.0M | Add +2.5% |
| EEM iShares MSCI Emerging Market | 5.62% | 1,133,736 | $60.5M | Reduce -1.8% |
| IEMG iShares Core MSCI Emerging | 5.38% | 879,365 | $58.0M | Add +34.0% |
| GUNR NT Mstar GLBL NR ETF | 3.80% | 936,961 | $41.0M | Reduce -0.0% |
| AGG iShares Core U.S. Aggregate | 3.65% | 392,574 | $39.4M | Reduce -2.1% |
| DGRW Wisdomtree U.S. Quality Divi | 3.60% | 436,306 | $38.8M | Add +39.5% |
| SYK Stryker Corp. | 3.42% | 99,774 | $36.9M | Add +0.3% |
| IYR iShares US Real Estate ETF | 2.65% | 294,445 | $28.6M | Add +7.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.82% | 26 | $19.6M | No change |
| MSFT Microsoft Corp. | 1.68% | 35,063 | $18.2M | Add +3.7% |
| NVDA Nvidia Corp. | 1.60% | 92,478 | $17.3M | Add +0.4% |
| VONG Vanguard Russell 1000 Growth | 1.45% | 129,821 | $15.6M | Reduce -0.4% |
| AAPL Apple Inc. | 1.34% | 56,759 | $14.5M | Add +15.0% |
| QUAL iShares MSCI USA Quality Fac | 1.23% | 67,961 | $13.2M | Reduce -31.4% |
| VTIP Vanguard Short-Term Tips | 1.22% | 260,714 | $13.2M | Reduce -24.5% |
| EZU iShares MSCI Eurozone ETF | 1.13% | 197,037 | $12.2M | Add +1.8% |
| MBB iShares MBS ETF | 0.98% | 111,209 | $10.6M | Reduce -65.1% |
| VOO Vanguard S&P 500 ETF | 0.73% | 12,894 | $7.9M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.68% | 22,289 | $7.4M | Add +4.0% |
| AMZN Amazon.com Inc. | 0.66% | 32,526 | $7.1M | Add +8.7% |
| JPM JPMorgan Chase & Co. | 0.63% | 21,509 | $6.8M | Add +2.9% |
| MA Mastercard Inc. Class A | 0.61% | 11,596 | $6.6M | Add +9.3% |
| TIP iShares Tips Bond ETF | 0.57% | 55,398 | $6.2M | Add +0.7% |
| TSLA Tesla Inc. | 0.56% | 13,678 | $6.1M | Reduce -1.7% |
| RTX RTX Corp. | 0.55% | 35,169 | $5.9M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.53% | 23,318 | $5.7M | Add +3.0% |
| APH Amphenol Corp. Class A | 0.53% | 45,746 | $5.7M | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.52% | 7,573 | $5.6M | Add +0.3% |
| MUB iShares National Muni Bond E | 0.50% | 50,256 | $5.4M | Add +214.0% |
| GOOG Alphabet Inc. Class C | 0.46% | 20,431 | $5.0M | Add +1.6% |
| LIN Linde PLC | 0.42% | 9,510 | $4.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 17,116 | $4.4M | Reduce -5.4% |
| VXF Vanguard Extended Market ETF | 0.35% | 18,242 | $3.8M | Add +252.3% |
| IWN iShares Russell 2000 Value E | 0.35% | 21,413 | $3.8M | New |
| COP Conocophillips | 0.34% | 38,758 | $3.7M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.34% | 4,803 | $3.7M | Add +2.8% |
| KLAC KLA Corp. | 0.34% | 3,384 | $3.6M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.33% | 17,649 | $3.6M | Add +0.2% |
| ETN Eaton Corp. PLC | 0.33% | 9,490 | $3.6M | Add +73.5% |
| AXP American Express Co. | 0.32% | 10,463 | $3.5M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.32% | 13,644 | $3.4M | Reduce -0.2% |
| MCO Moody's Corp. | 0.30% | 6,764 | $3.2M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.29% | 20,672 | $3.2M | Add +5.8% |
| COST Costco Wholesale Corp. | 0.29% | 3,340 | $3.1M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.28% | 39,962 | $3.0M | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 25,490 | $2.9M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 10,359 | $2.9M | No change |
| PEP Pepsico Inc. | 0.27% | 20,520 | $2.9M | Add +26.5% |
| ADSK Autodesk Inc. | 0.27% | 9,046 | $2.9M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 5,723 | $2.8M | Add +1.5% |
| KO The Coca-Cola Co. | 0.26% | 41,674 | $2.8M | Add +0.8% |
| PH Parker Hannifin Corp. | 0.25% | 3,579 | $2.7M | Add +23.6% |
| HON Honeywell International Inc. | 0.25% | 12,874 | $2.7M | Add +1.8% |
| TMUS T-Mobile US Inc. | 0.25% | 11,272 | $2.7M | Add +0.1% |
| NOW ServiceNow Inc. | 0.25% | 2,886 | $2.7M | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.24% | 40,171 | $2.6M | Add +342.5% |
| MAR Marriott International Class A | 0.24% | 9,967 | $2.6M | Reduce -15.3% |
| SHW The Sherwin-Williams Co. | 0.24% | 7,431 | $2.6M | Add +24.0% |
| SE Sea Ltd.-ADR | 0.24% | 14,392 | $2.6M | No change |
| DHR Danaher Corp. | 0.23% | 12,527 | $2.5M | Add +1.7% |
| KKR KKR & Co. Inc. | 0.22% | 18,515 | $2.4M | Reduce -0.7% |
| WM Waste Management Inc. | 0.22% | 10,756 | $2.4M | New |
| ACGL Arch Capital Group Ltd. | 0.22% | 25,677 | $2.3M | No change |
| DE Deere & Co. | 0.22% | 5,087 | $2.3M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.21% | 6,654 | $2.3M | Reduce -1.3% |
| CRM Salesforce Inc. | 0.21% | 9,369 | $2.2M | Add +0.2% |
| WFC Wells Fargo & Co. | 0.20% | 25,971 | $2.2M | Reduce -32.0% |
| SPOT Spotify Technology SA | 0.19% | 2,894 | $2.0M | No change |
| ABT Abbott Laboratories | 0.19% | 15,042 | $2.0M | Add +0.5% |
| PM Philip Morris International | 0.18% | 12,247 | $2.0M | Add +5.3% |
| C Citigroup Inc. | 0.18% | 19,506 | $2.0M | Reduce -37.9% |
| MCK McKesson Corp. | 0.18% | 2,557 | $2.0M | Add +0.2% |
| ORCL Oracle Corp. | 0.18% | 7,000 | $2.0M | New |
| ROK Rockwell Automation Inc. | 0.18% | 5,463 | $1.9M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 6,044 | $1.7M | Add +0.3% |
| BKR Baker Hughes Co. | 0.15% | 33,670 | $1.6M | Reduce -0.3% |
| SAP Sap SE-Sponsored ADR | 0.15% | 6,100 | $1.6M | No change |
| AMGN Amgen Inc. | 0.15% | 5,766 | $1.6M | Reduce -0.7% |
| ADI Analog Devices Inc. | 0.15% | 6,607 | $1.6M | New |
| IWO iShares Russell 2000 Growth | 0.15% | 5,051 | $1.6M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 1,666 | $1.6M | Add +26.6% |
| IWB iShares Russell 1000 ETF | 0.15% | 4,380 | $1.6M | Add +87.9% |
| EOG EOG Resources Inc. | 0.15% | 14,230 | $1.6M | Add +0.1% |
| CPNG Coupang Inc. | 0.13% | 42,148 | $1.4M | No change |
| H Hyatt Hotels Corp. Class A | 0.12% | 9,412 | $1.3M | No change |
| GWRE Guidewire Software Inc. | 0.12% | 5,793 | $1.3M | No change |
| IDXX Idexx Laboratories Inc. | 0.11% | 1,800 | $1.2M | No change |
| HLI Houlihan Lokey Inc. | 0.11% | 5,576 | $1.1M | No change |
| STX Seagate Technology Holdings | 0.10% | 4,662 | $1.1M | New |
| CP Canadian Pacific Kansas City | 0.10% | 14,425 | $1.1M | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,566 | $1.0M | Add +1.3% |
| UBS UBS Group AG-Reg | 0.10% | 25,409 | $1.0M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.09% | 63,060 | $1.0M | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 12,015 | $922K | No change |
| MELI MercadoLibre Inc. | 0.09% | 393 | $918K | No change |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,024 | $910K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.08% | 30,042 | $908K | No change |
| PFE Pfizer Inc. | 0.08% | 35,471 | $904K | Add +3.0% |
| RACE Ferrari NV | 0.08% | 1,840 | $893K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MBB iShares MBS ETF | Reduce -65.1% | 0.98% | −1.98 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −1.52 |
| QUAL iShares MSCI USA Quality Fac | Reduce -31.4% | 1.23% | −0.57 |
| VTIP Vanguard Short-Term Tips | Reduce -24.5% | 1.22% | −0.49 |
| AGG iShares Core U.S. Aggregate | Reduce -2.1% | 3.65% | −0.29 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.22 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.21 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.14 |
| WFC Wells Fargo & Co. | Reduce -32.0% | 0.20% | −0.10 |
| C Citigroup Inc. | Reduce -37.9% | 0.18% | −0.08 |
| MAR Marriott International Class A | Reduce -15.3% | 0.24% | −0.08 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.06 |
| SABR Sabre Corp. | Sold out | 0.00% | −0.04 |
| DE Deere & Co. | Reduce -0.7% | 0.22% | −0.04 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.04 |
| CBRL Cracker Barrel Old Country | Sold out | 0.00% | −0.04 |
| CNS Cohen & Steers Inc. | Sold out | 0.00% | −0.03 |
| XPRO Expro Group Holdings NV | Sold out | 0.00% | −0.03 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.03 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.03 |
| TNET Trinet Group Inc. | Sold out | 0.00% | −0.02 |
| PEB Pebblebrook Hotel Trust | Sold out | 0.00% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -0.7% | 0.22% | −0.02 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.02 |
| CE Celanese Corp. | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.4% | 0.40% | −0.02 |
| STE Steris PLC | Reduce -44.6% | 0.02% | −0.02 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.02 |
| IRDM Iridium Communications Inc. | Sold out | 0.00% | −0.02 |
| COLD Americold Realty Trust Inc. | Sold out | 0.00% | −0.02 |
| CLB Core Laboratories Inc. | Sold out | 0.00% | −0.02 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.02 |
| KEY Keycorp | Reduce -25.1% | 0.05% | −0.02 |
| CFG Citizens Financial Group | Reduce -36.4% | 0.04% | −0.02 |
| HP Helmerich & Payne | Sold out | 0.00% | −0.02 |
| PTEN Patterson-Uti Energy Inc. | Sold out | 0.00% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.6% | 0.27% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.15% | −0.01 |
| FCPT Four Corners Property Trust | Reduce -5.1% | 0.03% | −0.01 |
| STAG Stag Industrial Inc. | Reduce -5.8% | 0.04% | −0.01 |
| COP Conocophillips | Reduce -0.1% | 0.34% | −0.00 |
| FLS Flowserve Corp. | Reduce -1.0% | 0.07% | −0.00 |
| CBT Cabot Corp. | Reduce -1.0% | 0.06% | −0.00 |
| HBI Hanesbrands Inc. | Reduce -54.5% | 0.01% | −0.00 |
| ENSG The Ensign Group Inc. | Reduce -10.2% | 0.02% | −0.00 |
| GVA Granite Construction Inc. | Reduce -11.0% | 0.02% | −0.00 |
| GATX Gatx Corp. | Reduce -4.9% | 0.06% | +0.00 |
| SOUN Soundhound AI Inc. Class A | Reduce -14.3% | 0.02% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.73% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IEMG iShares Core MSCI Emerging | Add +34.0% | 5.38% | +1.48 |
| DGRW Wisdomtree U.S. Quality Divi | Add +39.5% | 3.60% | +1.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 24.84% | +0.79 |
| IWN iShares Russell 2000 Value E | New | 0.35% | +0.35 |
| AAPL Apple Inc. | Add +15.0% | 1.34% | +0.34 |
| MUB iShares National Muni Bond E | Add +214.0% | 0.50% | +0.33 |
| VXF Vanguard Extended Market ETF | Add +252.3% | 0.35% | +0.26 |
| NOW ServiceNow Inc. | New | 0.25% | +0.25 |
| WM Waste Management Inc. | New | 0.22% | +0.22 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +342.5% | 0.24% | +0.19 |
| ORCL Oracle Corp. | New | 0.18% | +0.18 |
| NVDA Nvidia Corp. | Add +0.4% | 1.60% | +0.16 |
| ADI Analog Devices Inc. | New | 0.15% | +0.15 |
| IWO iShares Russell 2000 Growth | New | 0.15% | +0.15 |
| ETN Eaton Corp. PLC | Add +73.5% | 0.33% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.53% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.46% | +0.11 |
| STX Seagate Technology Holdings | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +4.0% | 0.68% | +0.10 |
| APH Amphenol Corp. Class A | Add +0.4% | 0.53% | +0.08 |
| IYR iShares US Real Estate ETF | Add +7.3% | 2.65% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +2.5% | 7.51% | +0.07 |
| IWB iShares Russell 1000 ETF | Add +87.9% | 0.15% | +0.07 |
| PEP Pepsico Inc. | Add +26.5% | 0.27% | +0.06 |
| PH Parker Hannifin Corp. | Add +23.6% | 0.25% | +0.05 |
| RTX RTX Corp. | Add +2.1% | 0.55% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +26.6% | 0.15% | +0.05 |
| SHW The Sherwin-Williams Co. | Add +24.0% | 0.24% | +0.04 |
| NBN Northeast Bank | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +1.5% | 0.26% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.63% | +0.03 |
| HD Home Depot Inc. | New | 0.03% | +0.03 |
| KRMN Karman Holdings Inc. | New | 0.03% | +0.03 |
| TECH Bio-Techne Corp. | New | 0.03% | +0.03 |
| BCO The Brink's Co. | New | 0.02% | +0.02 |
| IWM iShares Russell 2000 ETF | New | 0.02% | +0.02 |
| GDX Vaneck Gold Miners ETF | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +9.3% | 0.61% | +0.02 |
| MSFT Microsoft Corp. | Add +3.7% | 1.68% | +0.02 |
| TEX Terex Corp. | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| NPO Enpro Inc. | New | 0.02% | +0.02 |
| AAP Advance Auto Parts Inc. | New | 0.02% | +0.02 |
| GNTX Gentex Corp. | New | 0.02% | +0.02 |
| PCOR Procore Technologies Inc. | New | 0.02% | +0.02 |
| DVY iShares Select Dividend ETF | Add +44.6% | 0.06% | +0.02 |
| JNJ Johnson & Johnson | Add +18.3% | 0.06% | +0.02 |
| AMZN Amazon.com Inc. | Add +8.7% | 0.66% | +0.01 |
| AMCR Amcor PLC | Add +57.0% | 0.05% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.6% | 0.28% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $1.1B | SPY, VEA, IEMG, EEM, GUNR |
| Q1 2026 | 224 | $1.0B | SPY, VEA, IEMG, GUNR, EEM |
| Q4 2025 | 232 | $1.1B | SPY, VEA, EEM, IEMG, GUNR |
| Q3 2025 | 220 | $1.1B | SPY, VEA, EEM, IEMG, GUNR |
| Q2 2025 | 224 | $1.0B | SPY, VEA, EEM, AGG, IEMG |
| Q1 2025 | 217 | $939.4M | SPY, VEA, EEM, SYK, GUNR |
| Q4 2024 | 227 | $966.5M | SPY, VEA, EEM, SYK, IYR |
| Q3 2024 | 219 | $993.6M | SPY, VEA, EEM, SYK, IYR |
| Q2 2024 | 215 | $929.4M | SPY, VEA, EEM, SYK, IYR |
| Q1 2024 | 217 | $882.7M | SPY, VEA, EEM, IYR, AGG |