Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$141.93M
Total Bought
$58.67M
Total Sold
$44.32M
Net Transaction
+$14.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO QQQ TR35,79548,645+12,85020,66035,82225.24%+15,162
ADVANCED MICRO DEVICES INC(AMD)1,21012,189+10,9792467,0814.99%+6,835
TAIWAN SEMICONDUCTOR MANUFAC(TSM)013,191+13,19106,3004.44%+6,300
NVIDIA CORPORATION(NVDA)1,58529,025+27,4402765,8084.09%+5,531
BROADCOM INC(AVGO)90415,089+14,1852805,7004.02%+5,420
COSTCO WHOLESALE CORPORATION(COST)3145,935+5,6213135,5523.91%+5,239
PROSHARES TR
PSHS ULTRA QQQ
105,918105,91806,46110,2497.22%+3,788
MARVELL TECHNOLOGY INC(MRVL)012,580+12,58003,7472.64%+3,747
DOORDASH INC(DASH)30,07931,569+1,4904,5165,8254.10%+1,309
ISHARES TR13,45313,45304,2225,3003.73%+1,078
SPDR SERIES TRUST
ST STR SP BIOT
06,736+6,73601,0660.75%+1,066
APPLE INC(AAPL)19,37919,37904,9185,6083.95%+689
META PLATFORMS INC(META)1,9183,122+1,2041,0971,7591.24%+661
QUALCOMM INC(QCOM)35,03127,957-7,0744,5115,1663.64%+655
MICRON TECHNOLOGY INC(MU)68368302317880.56%+558
AMAZON COM INC(AMZN)6,1527,580+1,4281,2811,8071.27%+525
GORILLA TECHNOLOGY GROUP INC024,268+24,26804820.34%+482
ALPHABET INC(GOOG)6,6896,68901,9232,3901.68%+467
CREXENDO INC062,229+62,22904650.33%+465
AMERICAN BATTERY TECHNOLOGY0148,524+148,52404200.30%+420
KOPIN CORP090,635+90,63504060.29%+406
BLACKSKY TECHNOLOGY INC(BKSY)014,341+14,34104000.28%+400
INTUITIVE MACHINES INC(LUNR)018,364+18,36403930.28%+393
DOMINARI HOLDINGS INC114,229243,223+128,9943717640.54%+392
SHARONAI HOLDINGS INC(SHAZ)04,323+4,32303660.26%+366
VELO3D INC019,659+19,65903450.24%+345
POLYPID LTD067,600+67,60003430.24%+343
IDENTIV INC0130,120+130,12003280.23%+328
PAYSIGN INC039,885+39,88503270.23%+327
ECO WAVE POWER GLOBAL AB032,234+32,23402920.21%+292
LAM RESEARCH CORP(LRCX)1,2561,25602685440.38%+276
NANOVIRICIDES INC0185,217+185,21702560.18%+256
ONE STOP SYS INC011,198+11,19802040.14%+204
ONCOLYTICS BIOTECH INC0185,712+185,71201760.12%+176
DINE BRANDS GLOBAL INC04,686+4,68601680.12%+168
FTAI INFRASTRUCTURE INC036,057+36,05701670.12%+167
IPERIONX LTD05,367+5,36701600.11%+160
CISCO SYS INC(CSCO)3,7053,70502874350.31%+148
UNITED STATES ANTIMONY CORP019,984+19,98401450.10%+145
SNDL INC095,656+95,65601290.09%+129
SILVER BOW MNG CORP015,000+15,00001010.07%+101
CONSTELLATION ENERGY CORP(CEG)1,1361,621+4853174030.28%+85
CAPSOVISION INC09,961+9,9610760.05%+76
SYNOPSYS INC(SNPS)1,3831,38305486170.43%+69
1 800 FLOWERS COM INC018,482+18,4820640.05%+64
ALPHABET INC(GOOG)87687602513100.22%+58
SOW GOOD INC012,354+12,3540520.04%+52
MICROSOFT CORP(MSFT)14,35414,35405,3135,3543.77%+41
TESLA INC(TSLA)71571502663010.21%+35
AGEAGLE AERIAL SYS INC NEW036,508+36,5080330.02%+33
I-80 GOLD CORP(IAUX)030,000+30,0000260.02%+26
ELMET GROUP CO (THE)01,000+1,0000200.01%+20
SPDR GOLD TR(GLD)1,5181,825+3076536720.47%+19
HCW BIOLOGICS INC03,338+3,3380170.01%+17
ISHARES ETHEREUM TR(ETHA)6,0628,492+2,430961010.07%+5
CLEANSPARK INC(CLSK)17,50017,5000450.00%+1
MEDICUS PHARMA LTD6,0006,0000340.00%+1
MOBIX LABS INC22,39722,3970320.00%-1
LISATA THERAPEUTICS INC1,0161,0160530.00%-2
ABOVE FOOD INGREDIENTS INC24,9990-24,99970-7
PROCESSA PHARMACEUTICALS INC70,73685,274+14,5381791640.12%-15
WALMART INC(WMT)2,4512,45103052780.20%-27
ADDENTAX GROUP CORP5,5580-5,558310-31
CODA OCTOPUS GROUP INC22,47822,47802542200.15%-34
OUTLOOK THERAPEUTICS INC200,0000-200,000410-41
UNUSUAL MACHS INC(UMAC)108,96058,701-50,2591,3511,3090.92%-42
PALANTIR TECHNOLOGIES INC(PLTR)2,0042,00402932340.16%-59
SNAIL INC154,5230-154,523790-79
GUARDIAN METAL RES PLC5,0000-5,000870-87
NETFLIX INC.(NFLX)3,5613,56103422540.18%-88
VANECK ETF TRUST
JUNIOR GOLD MINE
4,0584,05804873990.28%-88
FIDELITY WISE ORIGIN BITCOIN(FBTC)1,5560-1,556920-92
DEFI TECHNOLOGIES INC182,8160-182,8161010-101
CAMECO CORP(CCJ)18,76018,76002,0381,9111.35%-127
VANECK ETF TRUST
GOLD MINERS ETF
8,0438,04307386070.43%-131
MOBILE INFRASTRUCTURE CORP68,6960-68,6961540-154
VERTICAL AEROSPACE LTD71,0000-71,0001570-157
ANGEL STUDIOS INC65,0900-65,0901990-199
ACTUATE THERAPEUTICS INC113,2660-113,2663100-310
GRACE THERAPEUTICS INC84,5490-84,5493910-391
ENERGY RECOVERY INC49,0260-49,0264940-494
CIBUS INC279,0000-279,0005520-552
SPDR SERIES TRUST
ST STR SP AERO
2,4800-2,4806300-630
VISHAY PRECISION GROUP INC(VPG)16,4250-16,4257130-713
MERCADOLIBRE INC(MELI)1,249830-4192,1601,4090.99%-751
ROBINHOOD MKTS INC(HOOD)13,5180-13,5189370-937
INTUITIVE SURGICAL INC23,39223,392010,7839,3036.55%-1,481
CONOCOPHILLIPS(COP)15,3960-15,3962,0320-2,032
UNITEDHEALTH GROUP INC(UNH)7,8290-7,8292,1180-2,118
SPDR SERIES TRUST
ST STR SP BIOT
23,2480-23,2482,9690-2,969
EXXON MOBIL CORP23,7390-23,7394,0280-4,028
APPLIED MATLS INC12,3490-12,3494,2210-4,221
ARM HOLDINGS PLC28,6520-28,6524,3340-4,334
KLA CORP(KLAC)2,9480-2,9484,3410-4,341
MONOLITHIC PWR SYS INC(MPWR)4,1050-4,1054,4880-4,488
SHOPIFY INC(SHOP)38,9130-38,9134,6160-4,616
PALO ALTO NETWORKS INC(PANW)29,6500-29,6504,7530-4,753
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