13F-HR filed by Connective Portfolio Management, LLC
Connective Portfolio Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-16, with 25 holding rows worth $36,930,370.
- Accession
- 0001905083-26-000002
- Filer
- CIK 1905083
- Filed
- 2026-04-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 25 entries on the cover page, a total value of $36,930,370 stated on the cover page (in dollars after the unit check, H1), rows summing to $36,930,370 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 | 47,029 | $4,146,077 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 85,000 | $3,287,199 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 140,200 | $2,909,150 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 50,000 | $2,839,500 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 30,195 | $2,808,135 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,915 | $2,545,165 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 11,475 | $2,001,240 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,024 | $1,859,734 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 7,699 | $1,592,923 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 20,000 | $1,454,800 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,295 | $1,329,345 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,980 | $1,170,757 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 93,000 | $1,075,576 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 16,000 | $1,027,520 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 7,000 | $1,026,270 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 9,300 | $1,008,136 | dollars as filed | |
| Mda Space Ltd | 55293N109 | COM | 31,000 | $784,836 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 24,000 | $670,800 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,194 | $655,530 | dollars as filed | |
| PAMPA ENERGIA SA | 697660207 | SPONS ADR LVL I | 7,000 | $619,500 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,235 | $617,080 | dollars as filed | |
| ALMONTY INDUSTRIES INC | 020398707 | COMMON STOCK | 30,000 | $434,353 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 12,875 | $412,129 | dollars as filed | |
| HECLA MNG CO | 422704106 | COM | 19,000 | $353,970 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 2,700 | $300,645 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001905083-26-000002 | this filing | 2026-04-16 | acceptance time not in the bulk data set |