Connective Portfolio Management, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.6% | $18,877,773 |
| Financial Services | 25.4% | $13,871,959 |
| Energy | 14.8% | $8,088,848 |
| Unclassified | 10.5% | $5,730,126 |
| Industrials | 10.2% | $5,587,429 |
| Consumer Cyclical | 2.9% | $1,594,360 |
| Healthcare | 1.5% | $842,760 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| C | Citigroup Inc | 26,000 | $3,638,960 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 5,100 | $2,435,607 | |
| NOK | Nokia Corp | 133,700 | $1,775,536 | |
| AXP | American Express Co | 4,000 | $1,353,000 | |
| SIMO | Silicon Motion Technology CORP | 3,766 | $1,255,320 | |
| MRVL | Marvell Technology, Inc. | 4,000 | $1,191,560 | |
| HLT | Hilton Worldwide Holdings Inc. | 3,500 | $1,156,610 | |
| SOFI | SoFi Technologies, Inc. | 60,000 | $1,075,800 | |
| MU | Micron Technology Inc | 910 | $1,050,403 | |
| AAPL | Apple Inc. | 3,520 | $1,018,547 | |
| CDNS | Cadence Design Systems Inc | 2,700 | $1,013,364 | |
| GS | Goldman Sachs Group Inc | 1,000 | $1,011,370 | |
| ARM | Arm Holdings PLC /Uk | 2,800 | $992,796 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 25,000 | $987,500 | |
| KGS | Kodiak Gas Services, Inc. | 13,000 | $976,690 | |
| RVMD | Revolution Medicines, Inc. | 4,500 | $842,760 | |
| BKR | Baker Hughes Co | 15,000 | $832,500 | |
| OKTA | Okta, Inc. | 6,000 | $818,700 | |
| IONQ | IonQ, Inc. | 15,000 | $798,900 | |
| WDAY | Workday, Inc. | 6,000 | $734,520 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BHP | BHP Group Ltd | 20,000 | $1,454,800 | |
| NXE | NexGen Energy Ltd. | 93,000 | $1,078,800 | |
| CCJ | Cameco Corp | 9,300 | $1,010,073 | |
| MDA | MDA Space Ltd. | 31,000 | $784,920 | |
| ALM | Almonty Industries Inc. | 30,000 | $434,400 | |
| HL | Hecla Mining Co/De/ | 19,000 | $353,970 | |
| ABVX | Abivax S.A. | 2,700 | $300,645 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 35,965 | $3,655,842 | 6.70% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 26,000 | $3,638,960 | 6.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,980 | $3,594,083 | 6.58% | |
| IAU |
Ishares Gold Trust
|
Held | 47,029 | $3,551,159 | 6.50% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Added | 185,200 | $2,992,832 | 5.48% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 85,000 | $2,564,450 | 4.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 5,100 | $2,435,607 | 4.46% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 11,475 | $2,296,032 | 4.21% | |
| GLD |
Spdr Gold Trust
|
Held | 5,915 | $2,178,967 | 3.99% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 5,024 | $1,874,052 | 3.43% | |
| NOK |
Nokia Corp
Technology
|
NEW | 133,700 | $1,775,536 | 3.25% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 4,295 | $1,622,436 | 2.97% | |
| AXP |
American Express Co
Financial Services
|
NEW | 4,000 | $1,353,000 | 2.48% | |
| CVX |
Chevron Corp
Energy
|
Held | 7,699 | $1,276,186 | 2.34% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
NEW | 3,766 | $1,255,320 | 2.30% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 4,000 | $1,191,560 | 2.18% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
NEW | 3,500 | $1,156,610 | 2.12% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
NEW | 60,000 | $1,075,800 | 1.97% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 910 | $1,050,403 | 1.92% | |
| SHEL |
Shell plc
Energy
|
Reduced | 13,195 | $1,023,140 | 1.87% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 3,520 | $1,018,547 | 1.87% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
NEW | 2,700 | $1,013,364 | 1.86% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1,000 | $1,011,370 | 1.85% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
NEW | 2,800 | $992,796 | 1.82% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
NEW | 25,000 | $987,500 | 1.81% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
NEW | 13,000 | $976,690 | 1.79% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 1,194 | $859,727 | 1.57% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
NEW | 4,500 | $842,760 | 1.54% | |
| BKR |
Baker Hughes Co
Energy
|
NEW | 15,000 | $832,500 | 1.52% | |
| OKTA |
Okta, Inc.
Technology
|
NEW | 6,000 | $818,700 | 1.50% | |
| IONQ |
IonQ, Inc.
Technology
|
NEW | 15,000 | $798,900 | 1.46% | |
| WDAY |
Workday, Inc.
Technology
|
NEW | 6,000 | $734,520 | 1.35% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,235 | $634,296 | 1.16% | |
| PAM |
Pampa Energy Inc.
Industrials
|
Held | 7,000 | $574,910 | 1.05% | |
| PL |
Planet Labs PBC
Industrials
|
Reduced | 15,000 | $496,950 | 0.91% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Held | 12,875 | $437,750 | 0.80% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.