Fund HoldingsConnective Portfolio Management, LLC

Total Portfolio Value
$55.50M
Total Bought
$20.70M
Total Sold
$22.97M
Net Transaction
-$2.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)010,100+10,10003,1615.70%+3,161
SHELL PLC(SHEL)030,195+30,19502,2194.00%+2,219
SELECT SECTOR SPDR TR
ST STR CARE ETF
013,000+13,00002,0123.63%+2,012
INTEL CORP(INTC)051,025+51,02501,8833.39%+1,883
PLANET LABS PBC(PL)080,000+80,00001,5782.84%+1,578
GENERAL MTRS CO(GM)016,000+16,00001,3012.34%+1,301
BLACKROCK INC(BLK)01,100+1,10001,1772.12%+1,177
NOKIA CORP(NOK)0165,000+165,00001,0681.92%+1,068
NVIDIA CORPORATION(NVDA)11,47516,475+5,0002,1493,0735.54%+924
SPROTT ASSET MANAGEMENT LP(PHYS)65,00085,000+20,0001,9062,8075.06%+901
WESTERN DIGITAL CORP(WDC)05,000+5,00008611.55%+861
NATERA INC(NTRA)03,400+3,40007791.40%+779
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,800+2,80007711.39%+771
ISHARES INC
CORE MSCI EMKT
011,000+11,00007391.33%+739
GUARDANT HEALTH INC(GH)07,000+7,00007151.29%+715
SNOWFLAKE INC(SNOW)02,800+2,80006141.11%+614
ISHARES GOLD TR(IAU)62,02962,02904,4995,0359.07%+536
SPDR GOLD TR(GLD)9,4659,46503,3563,7516.76%+395
ECHOSTAR CORP(ECHO)10,00010,00007371,0871.96%+351
APPLE INC(AAPL)6,5206,52001,6591,7733.19%+113
JPMORGAN CHASE & CO.(JPM)7,4807,48002,3612,4104.34%+49
QUANTA SVCS INC1,3051,30505495510.99%+2
MASTERCARD INCORPORATED(MA)1,2351,23507097051.27%-4
CHEVRON CORP NEW(CVX)7,3997,39901,1441,1282.03%-16
CHIPOTLE MEXICAN GRILL INC(CMG)12,87512,87505024760.86%-25
UNITEDHEALTH GROUP INC(UNH)2,3002,30007947591.37%-35
PROCTER AND GAMBLE CO(PG)3,7603,76005765390.97%-37
CIRCLE INTERNET GROUP INC(CRCL)3,0003,00004012380.43%-163
PALANTIR TECHNOLOGIES INC(PLTR)6,0205,020-1,0001,0778921.61%-185
ROCKET LAB CORP(RKLB)29,00016,000-13,0001,3631,1162.01%-247
CATERPILLAR INC(CAT)2,0001,000-1,0009435731.03%-370
BROADCOM INC(AVGO)5,7954,295-1,5001,9241,4872.68%-437
APPLIED DIGITAL CORP20,0000-20,0004430-443
ROCKET COS INC(RKT)48,00026,000-22,0009675030.91%-463
LEGEND BIOTECH CORP(LEGN)24,50012,500-12,0008052720.49%-533
AMAZON COM INC(AMZN)2,7000-2,7006000-600
CORE SCIENTIFIC INC NEW(CORZ)35,0000-35,0006070-607
PROGRESSIVE CORP(PGR)2,5000-2,5006110-611
CITIGROUP INC(C)23,18513,185-10,0002,3331,5392.77%-795
ISHARES TR66,12546,125-20,0003,5172,5234.55%-994
NETFLIX INC(NFLX)9000-9001,0860-1,086
ISHARES TR
MSCI INDIA ETF
21,0000-21,0001,0950-1,095
BOEING CO(BA)5,1750-5,1751,1140-1,114
META PLATFORMS INC(META)1,5000-1,5001,1150-1,115
COINBASE GLOBAL INC(COIN)3,6000-3,6001,2020-1,202
ISHARES INC70,00030,000-40,0002,1699531.72%-1,216
CIENA CORP(CIEN)8,9520-8,9521,2900-1,290
ROCKWELL AUTOMATION INC(ROK)4,0000-4,0001,3780-1,378
MICROSOFT CORP(MSFT)7,4245,024-2,4003,8462,4304.38%-1,416
ROBINHOOD MKTS INC(HOOD)12,0000-12,0001,6410-1,641
UBER TECHNOLOGIES INC(UBER)18,0350-18,0351,7600-1,760
ORACLE CORP(ORCL)8,3000-8,3002,3680-2,368
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