CONNORS INVESTOR SERVICES INC

CIK 0000884548 · Q1 2026

13F Equity AUM

$1.1B

-6.8% QoQ

Positions

149

-2 QoQ

AUM Rank

#2,658

Top 21%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #1,964 · Top 24%

vs S&P -1.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.8%Top 10: 33.1%Top 20: 50.5%

PLTR7.5%

AAPL4.6%

SPY3.8%

NVDA3.1%

MSFT2.9%

GOOGL2.8%

AMZN2.7%

WMB2.0%

JPM2.0%

PEP1.9%

Others (139)66.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology29.0%

Financial Services18.8%

Industrials9.4%

Consumer Cyclical8.3%

Healthcare8.2%

Communication Services7.7%

Consumer Defensive6.2%

Energy3.3%

Other9.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 149Median: 0.24%Avg: 0.67%

0–0.5%

98(13.8%)

0.5–1%

10(8.2%)

1–3%

37(59.0%)

3–5%

3(11.5%)

5%+

1(7.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 143Unique: 6vs 20 funds

2%Low

149

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.7%

BANK OF AMERICA CORP /DE/

3.5%

2.8%

3.8%

4.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.6%

GEODE CAPITAL MANAGEMENT, LLC

3.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased61Decreased56Exited18

New Positions

WM1.2%

+57K

EEM0.3%

+64K

PWI0.3%

+59K

ITRI0.3%

+32K

MTDR0.2%

+37K

CXT0.2%

+55K

PLMR0.2%

+17K

HAE0.2%

+31K

SKY0.1%

+20K

IWC0.1%

+8K

Increased

SMPL0.3%

+68K(+36%)

PG0.8%

+47K(+383%)

SBIO0.2%

+35K(+525%)

EEFT0.4%

+28K(+81%)

QA4A0.2%

+24K(+46%)

Q1.1%

+24K(+31%)

TGLS0.3%

+23K(+57%)

IBM0.5%

+21K(+2275%)

BTBT0.0%

+19K(+17%)

MSFT2.9%

+18K(+28%)

Decreased

PHR0.0%

-145,535(-90%)

PLTR7.5%

-113,700(-17%)

HCSG0.2%

-87,368(-42%)

VWO0.6%

-66,695(-36%)

WFC1.3%

-50,510(-22%)

TPR1.0%

-48,847(-39%)

DD0.8%

-44,116(-19%)

DWD1.4%

-39,013(-29%)

ZETA0.3%

-37,778(-17%)

CHV0.8%

-36,502(-45%)

Exited

-308,716

-107,682

-13,462

-69,722

-14,031

-8,660

-5,700

-1,215

-618

-5,718

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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