Fund HoldingsConnective Portfolio Management, LLC

Total Portfolio Value
$67.21M
Total Bought
$38.88M
Total Sold
$29.48M
Net Transaction
+$9.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
CORE MSCI EURO
050,000+50,00002,6994.02%+2,699
SELECT SECTOR SPDR TR
ST STR ENERG ETF
030,200+30,20002,5873.85%+2,587
TESLA INC(TSLA)06,000+6,00002,4233.61%+2,423
CISCO SYS INC(CSCO)037,650+37,65002,2293.32%+2,229
ISHARES INC
MSCI JAPAN ETF
032,500+32,50002,1813.24%+2,181
RADNET INC(RDNT)031,165+31,16502,1773.24%+2,177
BROOKFIELD CORP(BN)033,310+33,31001,9142.85%+1,914
EQT CORP(EQT)038,000+38,00001,7522.61%+1,752
ISHARES TR040,000+40,00001,6732.49%+1,673
FLOWSERVE CORP(FLS)027,190+27,19001,5642.33%+1,564
BROADCOM INC(AVGO)6,80010,920+4,1201,1392,5323.77%+1,393
PROGRESSIVE CORP(PGR)05,720+5,72001,3712.04%+1,371
APPLE INC(AAPL)05,420+5,42001,3572.02%+1,357
ENERGY TRANSFER L P(ET)060,000+60,00001,1751.75%+1,175
ISHARES TR
MSCI INDIA ETF
022,000+22,00001,1601.73%+1,160
BOEING CO(BA)06,000+6,00001,0621.58%+1,062
SPDR SER TR
ST STR SP REGBNK
016,000+16,00009661.44%+966
DELTA AIR LINES INC DEL(DAL)015,000+15,00009081.35%+908
INTUITIVE MACHINES INC(LUNR)048,000+48,00008721.30%+872
HOME DEPOT INC(HD)7,0757,07501,9892,7524.09%+763
CHART INDS INC(GTLS)03,800+3,80007251.08%+725
CITIGROUP INC(C)3,80017,000+13,2005491,1971.78%+648
WELLS FARGO CO NEW(WFC)09,000+9,00006320.94%+632
THE TRADE DESK INC(TTD)05,000+5,00005880.87%+588
ROCKET LAB USA INC023,000+23,00005860.87%+586
PARKER-HANNIFIN CORP(PH)0900+90005720.85%+572
COHERENT CORP(COHR)06,000+6,00005680.85%+568
BLACKSTONE INC(BX)03,000+3,00005170.77%+517
AEROVIRONMENT INC03,200+3,20004920.73%+492
OKTA INC(OKTA)06,000+6,00004730.70%+473
SOFI TECHNOLOGIES INC(SOFI)030,120+30,12004640.69%+464
ROCKET COS INC(RKT)038,000+38,00004280.64%+428
PALANTIR TECHNOLOGIES INC(PLTR)05,020+5,02003800.56%+380
SALESFORCE INC(CRM)5,1705,17001,4001,7282.57%+328
WORKDAY INC(WDAY)01,200+1,20003100.46%+310
BANK AMERICA CORP27,62527,62501,0831,2141.81%+131
AMAZON COM INC(AMZN)2,4802,48004595440.81%+85
CHIPOTLE MEXICAN GRILL INC(CMG)18,00018,00001,0291,0851.61%+56
MASTERCARD INCORPORATED(MA)1,2351,23506136500.97%+37
QUANTA SVCS INC1,2951,305+103834120.61%+29
MICROSOFT CORP(MSFT)5,0145,019+52,1092,1163.15%+6
SPDR GOLD TR(GLD)5,6655,66501,3911,3722.04%-20
PROCTER AND GAMBLE CO(PG)3,7603,76006516300.94%-20
ISHARES GOLD TR(IAU)32,02932,02901,6081,5862.36%-22
QUALCOMM INC(QCOM)3,3003,30005475070.75%-40
HESS CORP6,9306,93009639221.37%-41
CURTISS WRIGHT CORP(CW)3,1001,800-1,3007066390.95%-67
NVIDIA CORPORATION(NVDA)27,38523,985-3,4003,3663,2214.79%-145
INVESCO QQQ TR17,0000-17,0004060-406
ALPHABET INC(GOOG)5,9105,200-7101,4319841.46%-447
META PLATFORMS INC(META)1,0000-1,0004870-487
JPMORGAN CHASE & CO.(JPM)10,0804,080-6,0001,4669781.46%-488
ELEVANCE HEALTH INC(ELV)3,0000-3,0005180-518
NATERA INC(NTRA)9,0008,600-4001,8951,3612.03%-533
SAREPTA THERAPEUTICS INC(SRPT)13,0000-13,0005980-598
ORACLE CORP(ORCL)1,1000-1,1006240-624
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,2600-5,2606910-691
FISERV INC(FISV)3,5000-3,5006970-697
GE VERNOVA INC(GEV)21,0354,050-16,9852,0871,3321.98%-755
SPDR SER TR
ST STR SP BANK
8,0000-8,0001,0360-1,036
ROBINHOOD MKTS INC(HOOD)2,0000-2,0001,0480-1,048
HONEYWELL INTL INC(HON)20,0300-20,0301,0530-1,053
SELECT SECTOR SPDR TR
ST STR UTIL ETF
1,1000-1,1001,1470-1,147
IMMUNOCORE HLDGS PLC(IMCR)7,0000-7,0001,1480-1,148
SAP SE(SAP)7,0150-7,0151,2520-1,252
WALMART INC(WMT)17,02516,525-5002,8271,4932.22%-1,334
ISHARES TR5,8290-5,8291,4560-1,456
TWIST BIOSCIENCE CORP(TWST)3,2000-3,2001,4810-1,481
VERTEX PHARMACEUTICALS INC(VRTX)13,1100-13,1101,9900-1,990
NEXTERA ENERGY INC(NEE)5,0000-5,0001,9980-1,998
VISTA ENERGY S.A.B. DE C.V.(VIST)29,00013,000-16,0002,8417031.05%-2,138
REGENERON PHARMACEUTICALS(REGN)25,630630-25,0002,7734490.67%-2,324
VERTIV HOLDINGS CO(VRT)38,0000-38,0003,6140-3,614
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