CONNABLE OFFICE INC

Est. AUM

$1.02B

13F long equity, this entity only

Positions

224

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR S&P 500 ETF Trust	Com	$251.4M	386499	24.73%	SOLE
2	Vanguard FTSE Developed Markets ETF	Com	$80.7M	1259848	7.94%	SOLE
3	iShares Core MSCI Emerging Markets ETF	Com	$72.4M	1037651	7.12%	SOLE
4	FlexShares Mstar Glbl Upstream Nat Res ETF	Com	$66.6M	1206798	6.55%	SOLE
5	iShares MSCI Emerging Markets ETF	Com	$58.2M	1024087	5.72%	SOLE
6	WisdomTree US Quality Dividend Growth Fund	Com	$45.9M	522039	4.51%	SOLE
7	iShares US Real Estate ETF	Com	$29.1M	307253	2.86%	SOLE
8	iShares Core US Aggregate Bond	Com	$23.8M	240099	2.35%	SOLE
9	NVIDIA Corp	Com	$16.3M	93714	1.61%	SOLE
10	Vanguard Russell 1000 Growth ETF	Com	$14.2M	129028	1.39%	SOLE
11	Apple Inc	Com	$13.3M	52335	1.31%	SOLE
12	iShares MSCI Eurozone ETF	Com	$13.2M	210259	1.30%	SOLE
13	Dimensional US Small Cap ETF	Com	$13.0M	183113	1.28%	SOLE
14	Microsoft Corp	Com	$13.0M	35069	1.28%	SOLE
15	VG Short-Term Inflation Protected Sec ETF	Com	$10.9M	217973	1.07%	SOLE
16	iShares MSCI USA Quality Factor ETF	Com	$8.3M	43472	0.82%	SOLE
17	Vanguard S&P 500 ETF	Com	$8.1M	13496	0.79%	SOLE
18	iShares National Muni Bond ETF	Com	$7.9M	74306	0.78%	SOLE
19	Amazon.com Inc	Com	$7.5M	36149	0.74%	SOLE
20	Alphabet Inc Cl A	Com	$6.4M	22155	0.63%	SOLE
21	iShares TIPS Bond ETF	Com	$6.2M	55847	0.61%	SOLE
22	JPMorgan Chase & Company	Com	$5.9M	20206	0.58%	SOLE
23	Alphabet Inc Cl C	Com	$5.7M	19999	0.56%	SOLE
24	Broadcom Inc	Com	$5.7M	18460	0.56%	SOLE
25	Mastercard Inc	Com	$5.7M	11380	0.56%	SOLE
26	KLA Corporation	Com	$5.4M	3683	0.53%	SOLE
27	Linde PLC	Com	$5.3M	10772	0.53%	SOLE
28	Vanguard Small Cap ETF	Com	$4.9M	18689	0.48%	SOLE
29	ConocoPhillips	Com	$4.9M	36909	0.48%	SOLE
30	Amphenol Corporation	Com	$4.7M	37166	0.46%	SOLE
31	Vanguard Extended Market ETF	Com	$4.5M	21898	0.44%	SOLE
32	RTX Corp	Com	$4.4M	22888	0.43%	SOLE
33	Tesla Motors Inc	Com	$4.4M	11826	0.43%	SOLE
34	Meta Platforms Inc	Com	$4.3M	7442	0.42%	SOLE
35	iShares MSCI ACWI Index Fund ex US	Com	$4.1M	59892	0.40%	SOLE
36	Eli Lilly & Company	Com	$3.8M	4151	0.38%	SOLE
37	Lowe's Companies Inc	Com	$3.8M	15908	0.37%	SOLE
38	NextEra Energy Inc	Com	$3.7M	39371	0.36%	SOLE
39	iShares Russell 1000 ETF	Com	$3.6M	10208	0.36%	SOLE
40	Moody's Corporation	Com	$3.5M	7951	0.34%	SOLE
41	Taiwan Semiconductor Manufacturing Co Ltd	Com	$3.5M	10250	0.34%	SOLE
42	Costco Wholesale Corp	Com	$3.3M	3341	0.33%	SOLE
43	Eaton Corp PLC	Com	$3.3M	9188	0.32%	SOLE
44	Stryker Corporation	Com	$3.2M	9688	0.31%	SOLE
45	American Express Company	Com	$3.2M	10427	0.31%	SOLE
46	The Coca Cola Company	Com	$3.1M	40626	0.30%	SOLE
47	Waste Management Inc	Com	$3.0M	12962	0.29%	SOLE
48	Procter & Gamble Co	Com	$3.0M	20615	0.29%	SOLE
49	Honeywell Intl	Com	$2.9M	12877	0.29%	SOLE
50	Sherwin-Williams Company	Com	$2.9M	9043	0.29%	SOLE

1–50 of 224

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.