Connective Portfolio Management, LLC Top Holdings and 13F Report (2025)

About Connective Portfolio Management, LLC

Investment Activity

Connective Portfolio Management, LLC has $29.63 million in total holdings as of March 31, 2025.
Connective Portfolio Management, LLC owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 49.92% of the portfolio was purchased this quarter.
About 175.45% of the portfolio was sold this quarter.
This quarter, Connective Portfolio Management, LLC has purchased 55 new stocks and bought additional shares in 3 stocks.
Connective Portfolio Management, LLC sold shares of 6 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

iShares Gold Trust: $2,831,790
SPDR Gold Shares: $2,640,803
Uber Technologies: $2,258,660
Microsoft: $1,884,082
Nokia Oyj: $1,581,000

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $2,258,660 Holding
654902204 - Nokia Oyj: $1,581,000 Holding
00206R102 - AT&T: $1,414,000 Holding
30303M102 - Meta Platforms: $1,383,264 Holding
026874784 - American International Group: $1,304,100 Holding

Largest Purchases this Quarter

Uber Technologies: 31,000 shares (about $2.26M)
Nokia Oyj: 300,000 shares (about $1.58M)
AT&T: 50,000 shares (about $1.41M)
Meta Platforms: 2,400 shares (about $1.38M)
American International Group: 15,000 shares (about $1.30M)

Largest Sales this Quarter

iShares Core MSCI Europe ETF: 26,715 shares (about $1.61M)
NVIDIA: 12,595 shares (about $1.37M)
Cisco Systems: 22,000 shares (about $1.36M)
Broadcom: 6,625 shares (about $1.11M)
Progressive: 3,220 shares (about $911.29K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IAU iShares Gold Trust	$2,831,790	$943,360 ▲	50.0%	48,029	9.6%	Finance
GLD SPDR Gold Shares	$2,640,803	$1,008,490 ▲	61.8%	9,165	8.9%	Finance
UBER Uber Technologies	$2,258,660	$2,258,660 ▲	New Holding	31,000	7.6%	Computer and Technology
MSFT Microsoft	$1,884,082		0.0%	5,019	6.4%	Computer and Technology
NOK Nokia Oyj	$1,581,000	$1,581,000 ▲	New Holding	300,000	5.3%	Computer and Technology
T AT&T	$1,414,000	$1,414,000 ▲	New Holding	50,000	4.8%	Computer and Technology
IEUR iShares Core MSCI Europe ETF	$1,400,593	$1,606,908 ▼	-53.4%	23,285	4.7%	ETF
META Meta Platforms	$1,383,264	$1,383,264 ▲	New Holding	2,400	4.7%	Computer and Technology
AIG American International Group	$1,304,100	$1,304,100 ▲	New Holding	15,000	4.4%	Finance
NVDA NVIDIA	$1,234,448	$1,365,046 ▼	-52.5%	11,390	4.2%	Computer and Technology
SBUX Starbucks	$1,108,417	$1,108,417 ▲	New Holding	11,300	3.7%	Retail/Wholesale
HES Hess	$1,106,929		0.0%	6,930	3.7%	Energy
ROK Rockwell Automation	$1,033,520	$1,033,520 ▲	New Holding	4,000	3.5%	Computer and Technology
CSCO Cisco Systems	$965,762	$1,357,621 ▼	-58.4%	15,650	3.3%	Computer and Technology
RKT Rocket Companies	$844,900	$386,240 ▲	84.2%	70,000	2.9%	Finance
CVS CVS Health	$813,000	$813,000 ▲	New Holding	12,000	2.7%	Medical
CB Chubb	$789,704	$789,704 ▲	New Holding	2,615	2.7%	Finance
EOG EOG Resources	$769,440	$769,440 ▲	New Holding	6,000	2.6%	Energy
AVGO Broadcom	$719,112	$1,109,224 ▼	-60.7%	4,295	2.4%	Computer and Technology
PGR Progressive	$707,525	$911,292 ▼	-56.3%	2,500	2.4%	Finance
MA Mastercard	$676,928		0.0%	1,235	2.3%	Business Services
CMG Chipotle Mexican Grill	$646,454	$257,326 ▼	-28.5%	12,875	2.2%	Retail/Wholesale
PG Procter & Gamble	$640,779		0.0%	3,760	2.2%	Consumer Staples
PH Parker-Hannifin	$547,065		0.0%	900	1.8%	Industrials
PWR Quanta Services	$331,705		0.0%	1,305	1.1%	Construction
HD Home Depot	$0	$2,752,104 ▼	-100.0%	0	0.0%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$0	$2,586,932 ▼	-100.0%	0	0.0%	ETF
TSLA Tesla	$0	$2,423,040 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
EWJ iShares MSCI Japan ETF	$0	$2,180,750 ▼	-100.0%	0	0.0%	ETF
RDNT RadNet	$0	$2,176,564 ▼	-100.0%	0	0.0%	Medical
BN Brookfield	$0	$1,913,722 ▼	-100.0%	0	0.0%	Finance
EQT EQT	$0	$1,752,180 ▼	-100.0%	0	0.0%	Energy
CRM Salesforce	$0	$1,728,486 ▼	-100.0%	0	0.0%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$0	$1,672,800 ▼	-100.0%	0	0.0%	Finance
FLS Flowserve	$0	$1,563,969 ▼	-100.0%	0	0.0%	Industrials
WMT Walmart	$0	$1,493,034 ▼	-100.0%	0	0.0%	Retail/Wholesale
NTRA Natera	$0	$1,361,380 ▼	-100.0%	0	0.0%	Medical
AAPL Apple	$0	$1,357,276 ▼	-100.0%	0	0.0%	Computer and Technology
GE VERNOVA INC	$0	$1,332,167 ▼	-100.0%	0	0.0%	COM
BAC Bank of America	$0	$1,214,119 ▼	-100.0%	0	0.0%	Finance
C Citigroup	$0	$1,196,630 ▼	-100.0%	0	0.0%	Finance
ET Energy Transfer	$0	$1,175,400 ▼	-100.0%	0	0.0%	Energy
INDA iShares MSCI India ETF	$0	$1,159,840 ▼	-100.0%	0	0.0%	ETF
BA Boeing	$0	$1,062,000 ▼	-100.0%	0	0.0%	Aerospace
GOOGL Alphabet	$0	$984,360 ▼	-100.0%	0	0.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$0	$978,017 ▼	-100.0%	0	0.0%	Finance
KRE SPDR S&P Regional Banking ETF	$0	$965,600 ▼	-100.0%	0	0.0%	ETF
DAL Delta Air Lines	$0	$907,500 ▼	-100.0%	0	0.0%	Transportation
LUNR Intuitive Machines	$0	$871,680 ▼	-100.0%	0	0.0%	Aerospace
GTLS Chart Industries	$0	$725,192 ▼	-100.0%	0	0.0%	Industrials
VIST Vista Energy	$0	$703,430 ▼	-100.0%	0	0.0%	Energy
CW Curtiss-Wright	$0	$638,766 ▼	-100.0%	0	0.0%	Aerospace
WFC Wells Fargo & Company	$0	$632,160 ▼	-100.0%	0	0.0%	Finance
TTD Trade Desk	$0	$587,650 ▼	-100.0%	0	0.0%	Computer and Technology
RKLB Rocket Lab USA	$0	$585,810 ▼	-100.0%	0	0.0%	Aerospace
COHR Coherent	$0	$568,380 ▼	-100.0%	0	0.0%	Business Services
AMZN Amazon.com	$0	$544,087 ▼	-100.0%	0	0.0%	Retail/Wholesale
BX Blackstone	$0	$517,260 ▼	-100.0%	0	0.0%	Finance
QCOM QUALCOMM	$0	$506,946 ▼	-100.0%	0	0.0%	Computer and Technology
AVAV AeroVironment	$0	$492,448 ▼	-100.0%	0	0.0%	Aerospace
OKTA Okta	$0	$472,800 ▼	-100.0%	0	0.0%	Computer and Technology
SOFI SoFi Technologies	$0	$463,848 ▼	-100.0%	0	0.0%	Finance
REGN Regeneron Pharmaceuticals	$0	$448,768 ▼	-100.0%	0	0.0%	Medical
PALANTIR TECHNOLOGIES INC	$0	$379,663 ▼	-100.0%	0	0.0%	CL A
WDAY Workday	$0	$309,636 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Connective Portfolio Management, LLC Top Holdings and 13F Report (2025)

About Connective Portfolio Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Connective Portfolio Management, LLC Top Holdings and 13F Report (2025)

About Connective Portfolio Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofConnective Portfolio Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools