CONNABLE OFFICE INC
Q2 2025 Form 13-F

KALAMAZOO, MICHIGAN
CIK 0000914933 · Institutional investment manager
$1.0B Reported Value Total
Reported value
$1.0B
Quarter over quarter
+8.3%
Holdings
224
Top-10 concentration
60.6%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Loyal A. Eldridge III
Executive Vice President

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Q2 2025 13F record

Q2 2025 13F filing summary

Q2 2025 Form 13F portfolio summary
Period of report June 30, 2025
Filed August 05, 2025
Form 13F-HR
Reported value $1.0B
Positions 224
Change in reported value +7.6%
New positions 27
Exited positions 20
Position turnover 19.3%
Top-10 concentration 60.6%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 3, 2026
231 $1.1B
Q1 2026 13F
Filed Apr 29, 2026
224 $1.0B
Q4 2025 13F
Filed Feb 3, 2026
232 $1.1B
Q3 2025 13F
Filed Nov 6, 2025
220 $1.1B
Q2 2025 13F
Filed Aug 5, 2025
224 $1.0B
Q1 2025 13F
Filed May 9, 2025
217 $939.4M
Q4 2024 13F
Filed Feb 5, 2025
227 $966.5M
Q3 2024 13F
Filed Nov 6, 2024
219 $993.6M
Q2 2024 13F
Filed Aug 7, 2024
215 $929.4M
Q1 2024 13F
Filed Apr 30, 2024
217 $882.7M
Q4 2023 13F
Filed Feb 12, 2024
215 $826.3M
Q3 2023 13F
Filed Nov 8, 2023
188 $728.0M
Q2 2023 13F
Filed Aug 7, 2023
206 $729.0M
Q1 2023 13F
Filed Apr 17, 2023
203 $688.1M
Q4 2022 13F
Filed Jan 23, 2023
206 $698.3M
Q3 2022 13F
Filed Oct 26, 2022
203 $615.5M
Q2 2022 13F
Filed Aug 1, 2022
204 $653.6M
Q1 2022 13F
Filed May 12, 2022
213 $749.1M
Q4 2021 13F
Filed Feb 14, 2022
222 $785.9M
Q3 2021 13F
Filed Nov 9, 2021
211 $689.1M

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2025

Largest Q2 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 SPY SPDR S&P 500 ETF Trust $243.0M 24.05%
2 VEA Vanguard FTSE Developed Markets ETF $75.2M 7.44%
3 EEM iShares MSCI Emerging Markets ETF $55.7M 5.51%
4 AGG iShares Core US Aggregate Bond $39.8M 3.94%
5 IEMG iShares Core MSCI Emerging Markets ETF $39.4M 3.9%
6 SYK Stryker Corporation $39.4M 3.9%
7 GUNR FlexShares Mstar Glbl Upstream Nat Res ETF $37.6M 3.72%
8 MBB iShares MBS ETF $29.9M 2.96%
9 DGRW WisdomTree US Quality Dividend Growth Fund $26.2M 2.59%
10 IYR iShares US Real Estate ETF $26.0M 2.57%
11 BRK-A Berkshire Hathaway Inc Cl A $18.9M 1.88%
12 QUAL iShares MSCI USA Quality Factor ETF $18.1M 1.79%
13 VTIP VG Short-Term Inflation Protected Sec ETF $17.4M 1.72%
14 MSFT Microsoft Corp $16.8M 1.66%
15 EFA iShares MSCI EAFE ETF $15.3M 1.52%
16 NVDA NVIDIA Corp $14.5M 1.44%
17 VONG Vanguard Russell 1000 Growth ETF $14.2M 1.41%
18 EZU iShares MSCI Eurozone ETF $11.5M 1.14%
19 AAPL Apple Computer Inc $10.1M 1.0%
20 VOO Vanguard S&P 500 ETF $7.4M 0.73%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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