Connective Portfolio Management
Latest statistics and disclosures from Connective Portfolio Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, MSFT, EEM, GLD, ORCL, and represent 31.07% of Connective Portfolio Management's stock portfolio.
- Added to shares of these 10 stocks: ORCL, JPM, C, EEM, AAPL, HOOD, CVX, META, BA, CAT.
- Started 14 new stock positions in CAT, UNH, CRCL, LEGN, BA, ORCL, AAPL, HOOD, CVX, CORZ. JPM, C, META, SATS.
- Reduced shares in these 10 stocks: IBM, LRCX, MRVL, NVDA, , SNOW, RKLB, AVGO, SAP, AMZN.
- Sold out of its positions in HES, IBM, LRCX, MRVL, SAP, SNOW.
- Connective Portfolio Management was a net buyer of stock by $5.4M.
- Connective Portfolio Management has $57M in assets under management (AUM), dropping by 21.22%.
- Central Index Key (CIK): 0001905083
Tip: Access up to 7 years of quarterly data
Positions held by Connective Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Connective Portfolio Management
Connective Portfolio Management holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 7.9 | $4.5M | 62k | 72.53 |
|
|
| Microsoft Corporation (MSFT) | 6.8 | $3.8M | 7.4k | 518.06 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 6.2 | $3.5M | +154% | 66k | 53.19 |
|
| Spdr Gold Tr Gold Shs (GLD) | 5.9 | $3.4M | 9.5k | 354.60 |
|
|
| Oracle Corporation (ORCL) | 4.2 | $2.4M | NEW | 8.3k | 285.24 |
|
| JPMorgan Chase & Co. (JPM) | 4.2 | $2.4M | NEW | 7.5k | 315.64 |
|
| Citigroup Com New (C) | 4.1 | $2.3M | NEW | 23k | 100.63 |
|
| Ishares Msci Brazil Etf (EWZ) | 3.8 | $2.2M | 70k | 30.99 |
|
|
| NVIDIA Corporation (NVDA) | 3.8 | $2.1M | -40% | 12k | 187.24 |
|
| Broadcom (AVGO) | 3.4 | $1.9M | -30% | 5.8k | 331.97 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 3.4 | $1.9M | 65k | 29.32 |
|
|
| Uber Technologies (UBER) | 3.1 | $1.8M | 18k | 97.59 |
|
|
| Apple (AAPL) | 2.9 | $1.7M | NEW | 6.5k | 254.51 |
|
| Robinhood Mkts Com Cl A (HOOD) | 2.9 | $1.6M | NEW | 12k | 136.72 |
|
| Rockwell Automation (ROK) | 2.4 | $1.4M | 4.0k | 344.53 |
|
|
| Rocket Lab Corp (RKLB) | 2.4 | $1.4M | -39% | 29k | 47.01 |
|
| Ciena Corp Com New (CIEN) | 2.3 | $1.3M | +11% | 9.0k | 144.12 |
|
| Coinbase Global Com Cl A (COIN) | 2.1 | $1.2M | -32% | 3.6k | 333.99 |
|
| Chevron Corporation (CVX) | 2.0 | $1.1M | NEW | 7.4k | 154.58 |
|
| Meta Platforms Cl A (META) | 2.0 | $1.1M | NEW | 1.5k | 743.40 |
|
| Boeing Company (BA) | 2.0 | $1.1M | NEW | 5.2k | 215.20 |
|
| Ishares Tr Msci India Etf (INDA) | 1.9 | $1.1M | 21k | 52.16 |
|
|
| Netflix (NFLX) | 1.9 | $1.1M | 900.00 | 1206.41 |
|
|
| Palantir Technologies Cl A (PLTR) | 1.9 | $1.1M | +3% | 6.0k | 178.88 |
|
| Rocket Cos Com Cl A (RKT) | 1.7 | $967k | -31% | 48k | 20.14 |
|
| Caterpillar (CAT) | 1.7 | $943k | NEW | 2.0k | 471.61 |
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 1.4 | $805k | NEW | 25k | 32.85 |
|
| UnitedHealth (UNH) | 1.4 | $794k | NEW | 2.3k | 345.18 |
|
| Echostar Corp Cl A (SATS) | 1.3 | $737k | NEW | 10k | 73.65 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $709k | 1.2k | 573.77 |
|
|
| Progressive Corporation (PGR) | 1.1 | $611k | 2.5k | 244.40 |
|
|
| Core Scientific (CORZ) | 1.1 | $607k | NEW | 35k | 17.33 |
|
| Amazon (AMZN) | 1.1 | $600k | -50% | 2.7k | 222.17 |
|
| Procter & Gamble Company (PG) | 1.0 | $576k | 3.8k | 153.18 |
|
|
| Quanta Services (PWR) | 1.0 | $549k | 1.3k | 420.65 |
|
|
| Chipotle Mexican Grill (CMG) | 0.9 | $502k | 13k | 38.97 |
|
|
| Applied Digital Corp Com New (APLD) | 0.8 | $443k | 20k | 22.15 |
|
|
| Circle Internet Group Com Cl A (CRCL) | 0.7 | $401k | NEW | 3.0k | 133.66 |
|
Past Filings by Connective Portfolio Management
SEC 13F filings are viewable for Connective Portfolio Management going back to 2021
- Connective Portfolio Management 2025 Q3 filed Oct. 16, 2025
- Connective Portfolio Management 2025 Q2 filed July 9, 2025
- Connective Portfolio Management 2025 Q1 filed April 22, 2025
- Connective Portfolio Management 2024 Q4 filed Jan. 14, 2025
- Connective Portfolio Management 2024 Q3 filed Oct. 8, 2024
- Connective Portfolio Management 2024 Q2 filed July 30, 2024
- Connective Portfolio Management 2024 Q1 filed April 30, 2024
- Connective Portfolio Management 2023 Q4 filed Jan. 17, 2024
- Connective Portfolio Management 2023 Q3 filed Oct. 19, 2023
- Connective Portfolio Management 2023 Q2 filed July 17, 2023
- Connective Portfolio Management 2023 Q1 filed April 17, 2023
- Connective Portfolio Management 2022 Q4 filed Jan. 25, 2023
- Connective Portfolio Management 2022 Q3 filed Oct. 26, 2022
- Connective Portfolio Management 2022 Q2 filed July 18, 2022
- Connective Portfolio Management 2022 Q1 filed April 12, 2022
- Connective Portfolio Management 2021 Q4 filed Feb. 7, 2022