13F-HR filed by Connective Portfolio Management, LLC
Connective Portfolio Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-09, with 30 holding rows worth $46,688,555.
- Accession
- 0001905083-25-000004
- Filer
- CIK 1905083
- Filed
- 2025-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 30 entries on the cover page, a total value of $46,688,555 stated on the cover page (in dollars after the unit check, H1), rows summing to $46,688,555 with VALUE read as dollars as filed, 13F file number 028-21628. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Gold Trust | 464285204 | COM | 62,029 | $3,886,065 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,519 | $3,713,124 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 11,170 | $3,277,764 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 19,390 | $3,010,007 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 9,465 | $2,900,625 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 25,000 | $2,433,500 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 8,295 | $2,239,658 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 70,000 | $2,019,500 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 5,300 | $1,857,597 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 48,000 | $1,716,960 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 22,000 | $1,702,800 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 18,035 | $1,668,585 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 65,000 | $1,647,750 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 4,000 | $1,328,680 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 26,000 | $1,254,240 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,500 | $1,206,645 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 900 | $1,205,217 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 21,000 | $1,168,020 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 70,000 | $992,600 | dollars as filed | |
| HESS CORP | 42809H107 | COM | 6,930 | $978,170 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 4,000 | $895,080 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 5,820 | $793,270 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 12,875 | $749,840 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 2,415 | $734,350 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,235 | $697,293 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 2,500 | $667,150 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 8,000 | $650,640 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,760 | $606,187 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,305 | $485,838 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 20,000 | $201,400 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001905083-25-000004 | this filing | 2025-07-09 | acceptance time not in the bulk data set |