Fund HoldingsConnective Capital Management, LLC

Total Portfolio Value
$170.25M
Total Bought
$102.79M
Total Sold
$39.58M
Net Transaction
+$63.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD 500 INDEX FUND0130,110+130,110081,59647.93%+81,596
INVESCO QQQ TR24,29432,694+8,40014,58520,08411.80%+5,499
INTUITIVE SURGICAL INC21,92923,392+1,4639,80713,2487.78%+3,441
SPDR GOLD SHARES(GLD)03,346+3,34601,3260.78%+1,326
SPDR SERIES TRUST - SPDR S&P BIOTECH ETF
ST STR SP BIOT
08,013+8,01309770.57%+977
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
08,294+8,29409440.55%+944
DIGITAL BRANDS GROUP INC069,103+69,10308760.51%+876
VERTICAL AEROSPACE LTD50,535203,408+152,8732621,0840.64%+822
PROFOUND MEDICAL CORP0100,000+100,00007870.46%+787
ONDAS INC(ONDS)068,487+68,48706680.39%+668
ARCHER AVIATION INC(ACHR)36,536135,311+98,7753501,0180.60%+668
BYRNA TECHNOLOGIES INC038,729+38,72906500.38%+650
VANECK GOLD MINERS ETF
GOLD MINERS ETF
06,310+6,31005410.32%+541
ABRDN PHYSICAL SILVER SHARES ETF06,849+6,84904630.27%+463
VISHAY PRECISION GROUP INC(VPG)011,885+11,88504580.27%+458
KODIAK AI INC(KDK)039,841+39,84104350.26%+435
CAMECO CORP(CCJ)45,02945,02903,7764,1202.42%+344
APPLE INC(AAPL)19,37919,37904,9345,2683.09%+334
CONSTELLATION ENERGY CORP(CEG)0904+90403190.19%+319
SOCIETY PASS INC074,088+74,08802820.17%+282
AEYE INC0138,987+138,98702560.15%+256
GLOBAVEND HOLDINGS LTD
SHS NEW
0175,827+175,82702530.15%+253
SIDUS SPACE INC070,000+70,00002200.13%+220
PROSHARES TR
PSHS ULTRA QQQ
52,959105,918+52,9597,2667,4584.38%+192
IMMUNIC INC0301,296+301,29601610.09%+161
DEFI TECHNOLOGIES INC0182,816+182,81601380.08%+138
APTERA MOTORS CORP031,718+31,71801360.08%+136
ONCOLYTICS BIOTECH INC0150,340+150,34001310.08%+131
AMAZON COM INC(AMZN)9,2959,29502,0412,1451.26%+105
TRISALUS LIFE SCIENCES INC32,79632,79601532290.13%+76
ISHARES TR13,45313,45304,3054,3452.55%+40
PERPETUA RESOURCES CORP(PPTA)0500+5000120.01%+12
ABOVE FOOD INGREDIENTS INC24,99924,9990690.01%+3
MEDICUS PHARMA LTD6,0006,0000450.00%0
MOBIX LABS INC22,39722,3970220.00%0
LISATA THERAPEUTICS INC1,0161,0160320.00%-1
CLEANSPARK INC(CLSK)17,50017,5000860.00%-2
FIDELITY WISE ORIGIN BITCOIN(FBTC)3,1973,960+7633193020.18%-17
SNAIL INC145,245154,523+9,2781581370.08%-21
MOBILE INFRASTRUCTURE CORP60,97374,507+13,5342151900.11%-25
ISHARES ETHEREUM TR(ETHA)10,02012,883+2,8633162890.17%-27
SYNOPSYS INC(SNPS)1,3831,38306826500.38%-33
SIMPPLE LTD7,8620-7,862460-46
CREATEAL HOLDINGS INC332,473332,4730136690.04%-67
XTAO INC147,000139,000-8,000145740.04%-71
ANTALPHA PLATFORM HLDG CO
SHS CL A
21,46921,46902621910.11%-71
ROBIN ENERGY LTD60,0000-60,000780-78
PROTAGENIC THERAPEUTICS INC28,6000-28,600980-98
GALECTO INC(DMRA)26,9560-26,9561000-100
VICARIOUS SURGICAL INC30,64930,6490169670.04%-102
AMBARELLA INC(AMBA)13,93414,516+5821,1501,0280.60%-122
CABLE ONE INC2,1442,14403802420.14%-138
PERMIAN RESOURCES CORP(PR)12,0780-12,0781550-155
PROSHARES TR II(AGQ)7,0730-7,0731590-159
INTERACTIVE BROKERS GROUP IN(IBKR)17,06515,656-1,4091,1741,0070.59%-167
DRAGANFLY INC.24,6490-24,6492010-201
VTV THERAPEUTICS INC9,7120-9,7122270-227
HUDSON PAC PPTYS INC87,5920-87,5922420-242
SOUNDTHINKING INC24,6450-24,6452970-297
ISHARES INC
MSCI GBL GOLD MN
4,7730-4,7733090-309
ALPHA COGNITION INC47,9310-47,9313120-312
POP CULTURE GROUP CO LTD365,8220-365,8223250-325
NETFLIX INC(NFLX)1,26412,640+11,3761,5151,1850.70%-330
SPOTIFY TECHNOLOGY S A(SPOT)2,9392,93902,0511,7071.00%-345
SHUTTLE PHARMACTCLS HLDGS IN100,5350-100,5353570-357
NUVATION BIO INC(NUVB)99,6230-99,6233690-369
SIMULATIONS PLUS INC25,2400-25,2403800-380
AUTHID INC120,9490-120,9493860-386
SNDL INC149,8490-149,8494020-402
ATLAS LITHIUM CORP85,0000-85,0004050-405
VIR BIOTECHNOLOGY INC(VIR)75,4700-75,4704310-431
MERCADOLIBRE INC(MELI)1,4301,43003,3422,8801.69%-461
MICROSOFT CORP(MSFT)14,35414,35407,4356,9424.08%-493
ZILLOW GROUP INC(Z)6,6890-6,6894980-498
DAVE INC(DAVE)2,8040-2,8045590-559
LIFEMD INC83,3260-83,3265660-566
LENDINGCLUB CORP(HAPN)37,3030-37,3035670-567
OCEAN PWR TECHNOLOGIES INC1,178,2170-1,178,2175930-593
VIVOS THERAPEUTICS INC200,0000-200,0006200-620
ROCKET COS INC(RKT)34,8140-34,8146750-675
UNUSUAL MACHS INC(UMAC)75,00031,715-43,2851,1334040.24%-728
SEZZLE INC(SEZL)9,3700-9,3707450-745
TWILIO INC(TWLO)8,7430-8,7438750-875
ZOOM COMMUNICATIONS INC(ZM)13,7210-13,7211,1320-1,132
DOMINARI HOLDINGS INC335,273192,816-142,4572,3779540.56%-1,423
DOORDASH INC(DASH)5,8310-5,8311,5860-1,586
REDDIT INC(RDDT)6,9300-6,9301,5940-1,594
JEFFERIES FINL GROUP INC(JEF)28,1543,820-24,3341,8422370.14%-1,605
ALPHABET INC(GOOG)7,0940-7,0941,7250-1,725
CROWDSTRIKE HLDGS INC(CRWD)4,1940-4,1942,0570-2,057
ALIBABA GROUP HLDG LTD(BABA)11,7780-11,7782,1050-2,105
ADVANCED MICRO DEVICES INC(AMD)13,0580-13,0582,1130-2,113
META PLATFORMS INC(META)4,3911,579-2,8123,2251,0420.61%-2,182
COSTCO WHSL CORP NEW(COST)2,6330-2,6332,4370-2,437
BROADCOM INC(AVGO)23,2830-23,2837,6810-7,681
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