13F-HR filed by Connective Portfolio Management, LLC
Connective Portfolio Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-07, with 39 holding rows worth $60,050,267.
- Accession
- 0001905083-26-000003
- Filer
- CIK 1905083
- Filed
- 2026-07-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 39 entries on the cover page, a total value of $60,050,267 stated on the cover page (in dollars after the unit check, H1), rows summing to $60,050,267 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 |
|---|---|---|---|---|---|---|
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 35,965 | $3,655,842 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 26,000 | $3,638,960 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,980 | $3,594,083 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 47,029 | $3,551,160 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 185,200 | $2,992,832 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 85,000 | $2,565,427 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 50,000 | $2,465,000 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 5,100 | $2,435,607 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 11,475 | $2,296,033 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,915 | $2,178,968 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 11,000 | $1,879,460 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,024 | $1,874,052 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 133,700 | $1,775,536 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,295 | $1,622,436 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,000 | $1,353,000 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 7,699 | $1,276,186 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 3,766 | $1,255,321 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 4,000 | $1,191,560 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 3,500 | $1,156,610 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 7,000 | $1,110,620 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 60,000 | $1,075,800 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 910 | $1,050,404 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 13,195 | $1,023,140 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,520 | $1,018,547 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 2,700 | $1,013,364 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,000 | $1,011,370 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 2,800 | $992,796 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 25,000 | $988,899 | dollars as filed | |
| KODIAK GAS SVCS INC | 50012A108 | COM | 13,000 | $976,690 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,194 | $859,728 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 4,500 | $842,760 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 15,000 | $832,050 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 6,000 | $818,700 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 15,000 | $798,900 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 6,000 | $734,520 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,235 | $634,296 | dollars as filed | |
| PAMPA ENERGIA SA | 697660207 | SPONS ADR LVL I | 7,000 | $574,910 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 15,000 | $496,950 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 12,875 | $437,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001905083-26-000003 | this filing | 2026-07-07 | acceptance time not in the bulk data set |