|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Connors Investor Services Inc
✚
|
|
|---|---|
| CRD # | 106993 |
| SEC # | 801-6211 |
| CIK # | 0000884548 |
| AUM | $1.2 B (2025-03-31) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 610-376-7418 |
| Address | 1210 Broadcasting Road Wyomissing, PA 19610-3213 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000884548 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 110.7 | ||
| Apple Inc | 35.7 | ||
| Nvidia Corp | 34.7 | ||
| Microsoft Corp | 32.7 | ||
| Amazon Com Inc | 29.5 | ||
| Morgan Stanley | 24.3 | ||
| Facebook Inc | 22.9 | ||
| Eaton Corp Ltd | 22.9 | ||
| Doordash Inc | 21.6 | ||
| United Technologies Corp /DE/ | 20.9 | ||
| Abbott Laboratories | 20.6 | ||
| Palo Alto Networks Inc | 19.9 | ||
| J P Morgan Chase & Co | 19.8 | ||
| Quanta Services Inc | 19.4 | ||
| Costco Wholesale Corp /NEW | 19.2 | ||
| Ace Ltd | 18.7 | ||
| Linde PLC | 18.3 | ||
| Cisco Systems Inc | 18.3 | ||
| PepsiCo Inc | 18.0 | ||
| Alphabet Inc | 17.9 | ||
| Wells Fargo & Co/MN | 17.5 | ||
| DowDupont Inc | 16.4 | ||
| Lowes Companies Inc | 15.9 | ||
| Oracle Corp | 15.6 | ||
| Schwab Charles Corp | 15.6 | ||
| VISA Inc | 15.4 | ||
| TJX Companies Inc /DE/ | 15.3 | ||
| Salesforce Com Inc | 15.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | CIS Venture Partners | 2024-09-18 | 7.1 | |
| VC | CIS Venture Partners 2013 | 2024-09-18 | 19.5 | |
| Other | CIS Balanced Investment Partners II | 2017-03-25 | 9.3 | |
| Other | CIS Aggressive Growth Partners | [2012-03-30] | 9.3 | |
| Other | CIS Alternative Investment Partners | 2012-03-30 | 1.6 | |
| Other | CIS Balanced Investment Partners | 2012-03-30 | 24.4 | |
| Other | CIS Hedged Growth Partners | 2012-03-30 | 28.1 | |
| Other | CIS Income & Growth Partners | [2012-03-30] | 28.4 | |
| Other | CIS Index Overwrite Partners | 2012-03-30 | 10.8 | |
| HF | CIS Microcap Growth Partners | 2012-03-30 | 7.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 88.6 |
| (b) Individuals (high net worth individuals) | 343 | 717.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 43.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 118.9 |
| (g) Pension and profit sharing plans | 10 | 21.7 |
| (h) Charitable organizations | 31 | 130.2 |
| (i) State or municipal government entities | 11 | 50.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 31.7 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 1,203.7 |
| By Discretionary | ||
| Discretionary | 626 | 1,203.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 1,203.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 1,200.8 | |
| Total | 626 | 1,203.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000884548] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intellectus Partners LLC
✚
|
CA | 1.3 |
|
Schoolcraft Capital LLC
✚
|
CO | 1.2 |
|
SB Capital Management Inc
✚
|
CA | 1.2 |
|
River Partners Capital Management LP
✚
|
NY | 1.2 |
|
Clear Haven Capital Management LLC
✚
|
NY | 1.2 |
|
Rosemawr Management LLC
✚
|
FL | 1.2 |
|
Granville Capital Inc
✚
|
NC | 1.1 |
|
Godwin Capital Group LLC
✚
|
GA | 1.1 |
|
Mount Lucas Management LP
✚
|
PA | 1.1 |
|
Seer Capital Management LP
✚
|
NY | 1.1 |