13F-HR filed by Connective Portfolio Management, LLC
Connective Portfolio Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-12, with 38 holding rows worth $55,497,531.
- Accession
- 0001905083-26-000001
- Filer
- CIK 1905083
- Filed
- 2026-01-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 38 entries on the cover page, a total value of $55,497,531 stated on the cover page (in dollars after the unit check, H1), rows summing to $55,497,531 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 | $5,034,894 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 9,465 | $3,751,074 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10,100 | $3,161,300 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,475 | $3,072,588 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 85,000 | $2,806,700 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 46,125 | $2,523,499 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,024 | $2,429,707 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,480 | $2,410,206 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 30,195 | $2,218,729 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 13,000 | $2,012,400 | dollars as filed | |
| Intel Corp | 458140100 | COM | 51,025 | $1,882,823 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,520 | $1,772,527 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 80,000 | $1,577,600 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 13,185 | $1,538,558 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,295 | $1,486,500 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 16,000 | $1,301,120 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 1,100 | $1,177,374 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 7,399 | $1,127,682 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 16,000 | $1,116,160 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 10,000 | $1,087,000 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 165,000 | $1,067,550 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 30,000 | $953,100 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 5,020 | $892,305 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 5,000 | $861,350 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 3,400 | $778,906 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 2,800 | $771,092 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,300 | $759,253 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 11,000 | $739,420 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 7,000 | $714,980 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,235 | $705,037 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 2,800 | $614,208 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,000 | $572,870 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,305 | $550,788 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,760 | $538,846 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 26,000 | $503,360 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 12,875 | $476,375 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 12,500 | $271,750 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 3,000 | $237,900 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001905083-26-000001 | this filing | 2026-01-12 | acceptance time not in the bulk data set |