Connable Office Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Connable Office Inc. reported 224 stock positions worth $1.0 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 24.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.9%) and iShares Core MSCI Emerging (IEMG, 7.1%). Compared with Q4 2025, it opened 24 new positions, sold out of 32, added to 63 and reduced 106. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +21%) and the biggest sale Stryker (SYK, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- KALAMAZOO, MI
- CIK
- 0000914933
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0000914933-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 224 stocks · $1.0B
| SPY SS SPDR S&P 500 ETF Trust-US | 24.73% | 386,499 | $251.4M | Reduce -3.9% |
| VEA Vanguard Ftse Developed ETF | 7.94% | 1,259,848 | $80.7M | Reduce -3.4% |
| IEMG iShares Core MSCI Emerging | 7.12% | 1,037,651 | $72.4M | Add +20.9% |
| GUNR NT Mstar GLBL NR ETF | 6.55% | 1,206,798 | $66.6M | Reduce -3.3% |
| EEM iShares MSCI Emerging Market | 5.72% | 1,024,087 | $58.2M | Reduce -6.0% |
| DGRW Wisdomtree U.S. Quality Divi | 4.51% | 522,039 | $45.9M | Add +12.7% |
| IYR iShares US Real Estate ETF | 2.86% | 307,253 | $29.1M | Add +2.6% |
| AGG iShares Core U.S. Aggregate | 2.35% | 240,099 | $23.8M | Reduce -8.9% |
| NVDA Nvidia Corp. | 1.61% | 93,714 | $16.3M | Add +1.8% |
| VONG Vanguard Russell 1000 Growth | 1.39% | 129,028 | $14.2M | Add +0.1% |
| AAPL Apple Inc. | 1.31% | 52,335 | $13.3M | Reduce -6.4% |
| EZU iShares MSCI Eurozone ETF | 1.30% | 210,259 | $13.2M | Add +4.1% |
| DFAS Dimensional US Small Cap ETF | 1.28% | 183,113 | $13.0M | New |
| MSFT Microsoft Corp. | 1.28% | 35,069 | $13.0M | Add +0.5% |
| VTIP Vanguard Short-Term Tips | 1.07% | 217,973 | $10.9M | Reduce -4.3% |
| QUAL iShares MSCI USA Quality Fac | 0.82% | 43,472 | $8.3M | Reduce -32.2% |
| VOO Vanguard S&P 500 ETF | 0.79% | 13,496 | $8.1M | Add +2.5% |
| MUB iShares National Muni Bond E | 0.78% | 74,306 | $7.9M | Add +37.1% |
| AMZN Amazon.com Inc. | 0.74% | 36,149 | $7.5M | Add +11.9% |
| GOOGL Alphabet Inc. Class A | 0.63% | 22,155 | $6.4M | Reduce -4.5% |
| TIP iShares Tips Bond ETF | 0.61% | 55,847 | $6.2M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.58% | 20,206 | $5.9M | Reduce -5.3% |
| GOOG Alphabet Inc. Class C | 0.56% | 19,999 | $5.7M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.56% | 18,460 | $5.7M | Reduce -16.9% |
| MA Mastercard Inc. Class A | 0.56% | 11,380 | $5.7M | Reduce -1.6% |
| KLAC KLA Corp. | 0.53% | 3,683 | $5.4M | Add +9.7% |
| LIN Linde PLC | 0.53% | 10,772 | $5.3M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.48% | 18,689 | $4.9M | Add +7.5% |
| COP Conocophillips | 0.48% | 36,909 | $4.9M | Reduce -4.7% |
| APH Amphenol Corp. Class A | 0.46% | 37,166 | $4.7M | Reduce -18.6% |
| VXF Vanguard Extended Market ETF | 0.44% | 21,898 | $4.5M | Add +14.2% |
| RTX RTX Corp. | 0.43% | 22,888 | $4.4M | Reduce -28.6% |
| TSLA Tesla Inc. | 0.43% | 11,826 | $4.4M | Reduce -11.2% |
| META Meta Platforms Inc. Class A | 0.42% | 7,442 | $4.3M | Reduce -1.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.40% | 59,892 | $4.1M | Add +36.6% |
| LLY Eli Lilly & Co. | 0.38% | 4,151 | $3.8M | Reduce -13.4% |
| LOW Lowe's Cos Inc. | 0.37% | 15,908 | $3.8M | Add +0.1% |
| NEE Nextera Energy Inc. | 0.36% | 39,371 | $3.7M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.36% | 10,208 | $3.6M | Add +132.1% |
| MCO Moody's Corp. | 0.34% | 7,951 | $3.5M | Add +18.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 10,250 | $3.5M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.33% | 3,341 | $3.3M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.32% | 9,188 | $3.3M | Reduce -2.6% |
| SYK Stryker Corp. | 0.31% | 9,688 | $3.2M | Reduce -90.3% |
| AXP American Express Co. | 0.31% | 10,427 | $3.2M | Add +0.1% |
| KO The Coca-Cola Co. | 0.30% | 40,626 | $3.1M | Reduce -2.5% |
| WM Waste Management Inc. | 0.29% | 12,962 | $3.0M | Add +20.8% |
| PG The Procter & Gamble Co. | 0.29% | 20,615 | $3.0M | Add +0.1% |
| HON Honeywell International Inc. | 0.29% | 12,877 | $2.9M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.29% | 9,043 | $2.9M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.28% | 17,599 | $2.8M | Add +0.1% |
| MAR Marriott International Class A | 0.27% | 8,449 | $2.8M | Reduce -15.1% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 5,607 | $2.8M | Reduce -1.7% |
| PH Parker Hannifin Corp. | 0.26% | 2,928 | $2.6M | Add +0.1% |
| EOG EOG Resources Inc. | 0.25% | 17,794 | $2.6M | Add +25.2% |
| KKR KKR & Co. Inc. | 0.25% | 27,580 | $2.6M | Add +49.2% |
| PEP Pepsico Inc. | 0.25% | 16,267 | $2.5M | Reduce -19.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 25,495 | $2.5M | Add +0.1% |
| ACGL Arch Capital Group Ltd. | 0.24% | 25,028 | $2.4M | Reduce -0.8% |
| DHR Danaher Corp. | 0.23% | 12,529 | $2.4M | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.23% | 11,273 | $2.4M | Add +0.1% |
| DE Deere & Co. | 0.23% | 4,160 | $2.3M | Reduce -18.1% |
| MCK McKesson Corp. | 0.22% | 2,559 | $2.2M | Add +0.1% |
| NOW ServiceNow Inc. | 0.22% | 21,079 | $2.2M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.22% | 1,660 | $2.2M | Add +1.9% |
| V Visa Inc. Class A | 0.21% | 7,087 | $2.1M | New |
| ADI Analog Devices Inc. | 0.21% | 6,604 | $2.1M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.20% | 25,950 | $2.1M | Add +0.1% |
| ABT Abbott Laboratories | 0.20% | 20,112 | $2.1M | Add +33.8% |
| AMGN Amgen Inc. | 0.20% | 5,632 | $2.0M | Reduce -2.3% |
| SE Sea Ltd.-ADR | 0.19% | 22,741 | $1.9M | Add +62.4% |
| STX Seagate Technology Holdings | 0.18% | 4,671 | $1.8M | Add +0.2% |
| PM Philip Morris International | 0.18% | 11,037 | $1.8M | Reduce -7.5% |
| UNH Unitedhealth Group Inc. | 0.18% | 6,652 | $1.8M | Add +0.1% |
| CRM Salesforce Inc. | 0.17% | 9,338 | $1.7M | Reduce -47.0% |
| C Citigroup Inc. | 0.16% | 14,710 | $1.7M | Reduce -24.4% |
| BKR Baker Hughes Co. | 0.16% | 26,221 | $1.6M | Reduce -21.6% |
| ROK Rockwell Automation Inc. | 0.14% | 3,980 | $1.4M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,819 | $1.2M | Add +7.8% |
| AZN Astrazeneca PLC | 0.12% | 5,944 | $1.2M | Add +3.2% |
| H Hyatt Hotels Corp. Class A | 0.12% | 8,137 | $1.2M | Reduce -6.9% |
| CP Canadian Pacific Kansas City | 0.11% | 14,274 | $1.1M | Add +2.5% |
| ORCL Oracle Corp. | 0.10% | 7,005 | $1.0M | Add +0.1% |
| SPOT Spotify Technology SA | 0.10% | 2,125 | $1.0M | Add +0.5% |
| IDXX Idexx Laboratories Inc. | 0.10% | 1,800 | $1.0M | No change |
| AEIS Advanced Energy Industries | 0.10% | 3,054 | $986K | Reduce -27.3% |
| CNQ Canadian Natural Resources | 0.10% | 20,212 | $985K | Reduce -1.1% |
| UBS UBS Group AG-Reg | 0.10% | 25,143 | $982K | Reduce -1.1% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 6,401 | $978K | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.09% | 31,629 | $953K | New |
| FERG Ferguson Enterprises Inc. | 0.09% | 4,024 | $939K | Add +0.5% |
| FORM Formfactor Inc. | 0.09% | 9,677 | $939K | Reduce -35.2% |
| MDT Medtronic PLC | 0.09% | 10,377 | $899K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.09% | 62,369 | $896K | Add +3.2% |
| GWRE Guidewire Software Inc. | 0.09% | 5,793 | $866K | No change |
| FLS Flowserve Corp. | 0.08% | 11,260 | $828K | Reduce -14.5% |
| PRI Primerica Inc. | 0.08% | 3,212 | $805K | No change |
| MOG.A Moog Inc. Class A | 0.08% | 2,660 | $778K | Reduce -15.0% |
| FIGS Figs Inc. Class A | 0.08% | 52,532 | $776K | No change |
| IBN Icici Bank Ltd.-Spon ADR | 0.08% | 29,727 | $770K | Reduce -1.1% |
Portfolio Sells Q4 2025 → Q1 2026
| SYK Stryker Corp. | Reduce -90.3% | 0.31% | −2.90 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −1.80 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.85 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 24.73% | −0.42 |
| QUAL iShares MSCI USA Quality Fac | Reduce -32.2% | 0.82% | −0.35 |
| CRM Salesforce Inc. | Reduce -47.0% | 0.17% | −0.26 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.24 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.15 |
| AVGO Broadcom Inc. | Reduce -16.9% | 0.56% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -81.4% | 0.03% | −0.14 |
| TSLA Tesla Inc. | Reduce -11.2% | 0.43% | −0.12 |
| RTX RTX Corp. | Reduce -28.6% | 0.43% | −0.10 |
| APH Amphenol Corp. Class A | Reduce -18.6% | 0.46% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -13.4% | 0.38% | −0.10 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -6.4% | 1.31% | −0.09 |
| GE General Electric | Sold out | 0.00% | −0.09 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.08 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -8.9% | 2.35% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.07 |
| RACE Ferrari NV | Sold out | 0.00% | −0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -27.6% | 0.07% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -5.3% | 0.58% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.56% | −0.05 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.05 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.04 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.04 |
| C Citigroup Inc. | Reduce -24.4% | 0.16% | −0.04 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 0.63% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.42% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -69.1% | 0.02% | −0.04 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.04 |
| KEY Keycorp | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.03 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 0.27% | −0.03 |
| JNJ Johnson & Johnson | Reduce -58.5% | 0.04% | −0.03 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.03 |
| MORN Morningstar Inc. | Sold out | 0.00% | −0.03 |
| TNET Trinet Group Inc. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.02 |
| TEX Terex Corp. | Sold out | 0.00% | −0.02 |
| HTFL Heartflow Inc. | Sold out | 0.00% | −0.02 |
| HLI Houlihan Lokey Inc. | Reduce -14.9% | 0.06% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Add +20.9% | 7.12% | +1.83 |
| DFAS Dimensional US Small Cap ETF | New | 1.28% | +1.28 |
| DGRW Wisdomtree U.S. Quality Divi | Add +12.7% | 4.51% | +0.72 |
| IYR iShares US Real Estate ETF | Add +2.6% | 2.86% | +0.28 |
| MUB iShares National Muni Bond E | Add +37.1% | 0.78% | +0.24 |
| NOW ServiceNow Inc. | New | 0.22% | +0.22 |
| V Visa Inc. Class A | New | 0.21% | +0.21 |
| IWB iShares Russell 1000 ETF | Add +132.1% | 0.36% | +0.21 |
| KLAC KLA Corp. | Add +9.7% | 0.53% | +0.16 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +36.6% | 0.40% | +0.13 |
| EOG EOG Resources Inc. | Add +25.2% | 0.25% | +0.12 |
| EZU iShares MSCI Eurozone ETF | Add +4.1% | 1.30% | +0.11 |
| NVS Novartis AG-Sponsored ADR | New | 0.10% | +0.10 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.09% | +0.09 |
| MDT Medtronic PLC | New | 0.09% | +0.09 |
| WM Waste Management Inc. | Add +20.8% | 0.29% | +0.08 |
| VXF Vanguard Extended Market ETF | Add +14.2% | 0.44% | +0.08 |
| BTI British American Tob-SP ADR | New | 0.07% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.5% | 0.48% | +0.07 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.33% | +0.06 |
| STX Seagate Technology Holdings | Add +0.2% | 0.18% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 0.34% | +0.06 |
| AMZN Amazon.com Inc. | Add +11.9% | 0.74% | +0.06 |
| HON Honeywell International Inc. | Add +0.1% | 0.29% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.9% | 0.22% | +0.06 |
| TIP iShares Tips Bond ETF | Add +0.5% | 0.61% | +0.05 |
| LOAR Loar Holdings Inc. | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 0.79% | +0.04 |
| KKR KKR & Co. Inc. | Add +49.2% | 0.25% | +0.03 |
| NVDA Nvidia Corp. | Add +1.8% | 1.61% | +0.03 |
| TRNS Transcat Inc. | New | 0.03% | +0.03 |
| ABT Abbott Laboratories | Add +33.8% | 0.20% | +0.03 |
| BLLN Billiontoone Inc. Class A | New | 0.03% | +0.03 |
| SITE Siteone Landscape Supply Inc. | New | 0.03% | +0.03 |
| RYN Rayonier Inc. | New | 0.03% | +0.03 |
| MCO Moody's Corp. | Add +18.0% | 0.34% | +0.03 |
| MCK McKesson Corp. | Add +0.1% | 0.22% | +0.03 |
| DAKT Daktronics Inc. | New | 0.03% | +0.03 |
| TFX Teleflex Inc. | New | 0.02% | +0.02 |
| TMUS T-Mobile US Inc. | Add +0.1% | 0.23% | +0.02 |
| FPS Forgent Power Solutions Class A | New | 0.02% | +0.02 |
| AGYS Agilysys Inc. | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.29% | +0.02 |
| PH Parker Hannifin Corp. | Add +0.1% | 0.26% | +0.02 |
| BMI Badger Meter Inc. | New | 0.02% | +0.02 |
| SE Sea Ltd.-ADR | Add +62.4% | 0.19% | +0.02 |
| SR Spire Inc. | New | 0.02% | +0.02 |
| ENTG Entegris Inc. | New | 0.02% | +0.02 |
| REYN Reynolds Consumer Products I | New | 0.02% | +0.02 |
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 |