Connective Portfolio Management, LLC

Registered adviser

CIK

1905083

Location

NEW YORK, NY

Portfolio Value

Micro $66,901,284

Diversification

Diversified

Filing Date

Global Rank

#8,535 / 8,817 ▲ 82 · as of Jun 2026

Top Industry

Semiconductors 14.9%

Period ended 27 days ago

Filed Oct 22, 2026 · 5d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 297755

Roster of Oct 1, 2026

Regulatory AUM

$121,345,569

Main clients

Corporations (80% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$121,345,569	Corporations (80%)
Feb 2025 to Feb 2026	$111,047,132	Corporations (82%)
Mar 2024 to Jan 2025	$109,945,280	Corporations (82%)
May 2023 to Feb 2024	$102,676,408	Corporations (68%)
Apr 2023	$102,676,408	Corporations (68%)
Apr 2022 to Mar 2023	$135,751,258	Corporations (82%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.9%, 28.6 effective positions, active share 79.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

High turnover

101.5% over the last four quarters (100%+)

Horizon

Medium horizon

Value-weighted holding period 5.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 79.2%; sector active share 30.2% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

39 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.5%

+4.4 pts

Top 5

34.1%

+5.0 pts

Top 10

52.5%

+3.6 pts

HHI

412

Diversified+62

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$18,804,260	9
Unclassified	20.9%	$13,984,563	4
Energy	12.9%	$8,614,840	5
Financial Services	12.8%	$8,591,198	5
Healthcare	8.3%	$5,553,101	6
Industrials	7.9%	$5,294,183	5
Consumer Cyclical	5.4%	$3,607,131	3
Consumer Defensive	3.7%	$2,452,008	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+13,000	60,029	$4,688,264
NVDA	Nvidia Corp	+4,000	15,475	$3,534,180
RVMD	Revolution Medicines, Inc.	+3,000	7,500	$1,539,450
AAPL	Apple Inc.	+3,000	6,520	$2,171,290
AVGO	Broadcom Inc.	+2,900	7,195	$2,526,812
MSFT	Microsoft Corp	+2,100	7,124	$3,653,899
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
INDA	iShares MSCI India ETF	−25,000	25,000	$1,167,000
RKLB	Rocket Lab Corp	−14,050	21,915	$1,527,037
JPM	Jpmorgan Chase & Co	−7,000	3,980	$1,316,703
C	Citigroup Inc	−5,000	21,000	$2,719,080
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,100	4,000	$1,824,760
SPCX	Space Exploration Technologies Corp	−1,000	10,000	$1,508,600
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
IGV	iShares Expanded Tech-Software Sector ETF	55,190	$5,876,631
AMZN	Amazon Com Inc	8,500	$2,117,775
AMAT	Applied Materials Inc	3,500	$1,789,830
TGT	Target Corp	9,000	$1,410,210
CRM	Salesforce, Inc.	6,000	$1,377,420
ASML	Asml Holding NV	700	$1,268,169
PFE	Pfizer Inc	39,850	$1,136,522
GM	General Motors Co	14,000	$1,078,000
WMT	Walmart Inc.	10,025	$1,041,798
ATI	Ati Inc	5,000	$947,000
ARGX	Argenx SE	900	$863,019
NTRA	Natera, Inc.	2,000	$826,620
TXG	10x Genomics, Inc.	9,000	$813,240
SU	Suncor Energy Inc	11,000	$746,570
TNGX	Tango Therapeutics, Inc.	15,000	$374,250
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
NOK	Nokia Corp	133,700	$1,775,536
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
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	7,000	$1,110,620
SOFI	SoFi Technologies, Inc.	60,000	$1,075,800
MU	Micron Technology Inc	910	$1,050,403
CDNS	Cadence Design Systems Inc	2,700	$1,013,364
GS	Goldman Sachs Group Inc	1,000	$1,011,370
ARM	Arm Holdings PLC	2,800	$992,796
KGS	Kodiak Gas Services, Inc.	13,000	$976,690
BKR	Baker Hughes Co	15,000	$832,500
OKTA	Okta, Inc.	6,000	$818,700
WDAY	Workday, Inc.	6,000	$734,520
PL	Planet Labs PBC	15,000	$496,950
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $66,901,284 total · filing declares 39 positions · $66,863,056 · as of Sep 30, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IGV	iShares Expanded Tech-Software Sector ETF	NEW	55,190	NEW	$5,876,631	NEW	8.78%
IAU	Ishares Gold Trust	Added	60,029	+13,000	$4,688,264	+32.0%	7.01%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Held	185,200	0	$3,865,124	+29.1%	5.78%
MSFT	Microsoft Corp Technology	Added	7,124	+2,100	$3,653,899	+95.0%	5.46%
NVDA	Nvidia Corp Technology	Added	15,475	+4,000	$3,534,180	+53.9%	5.28%
C	Citigroup Inc Financial Services	Reduced	21,000	-5,000	$2,719,080	−25.3%	4.06%
PHYS	Sprott Physical Gold Trust Financial Services	Held	85,000	0	$2,657,950	+3.6%	3.97%
AVGO	Broadcom Inc. Technology	Added	7,195	+2,900	$2,526,812	+55.7%	3.78%
GLD	Spdr Gold Trust	Held	5,915	0	$2,252,668	+3.4%	3.37%
AAPL	Apple Inc. Technology	Added	6,520	+3,000	$2,171,290	+113.2%	3.25%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	8,500	NEW	$2,117,775	NEW	3.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,000	-1,100	$1,824,760	−25.1%	2.73%
AMAT	Applied Materials Inc Technology	NEW	3,500	NEW	$1,789,830	NEW	2.68%
CVX	Chevron Corp Energy	Held	7,699	0	$1,572,212	+23.2%	2.35%
RVMD	Revolution Medicines, Inc. Healthcare	Added	7,500	+3,000	$1,539,450	+82.7%	2.30%
RKLB	Rocket Lab Corp Industrials	Reduced	21,915	-14,050	$1,527,037	−58.2%	2.28%
SPCX	Space Exploration Technologies Corp Industrials	Reduced	10,000	-1,000	$1,508,600	−19.7%	2.25%
TGT	Target Corp Consumer Defensive	NEW	9,000	NEW	$1,410,210	NEW	2.11%
CRM	Salesforce, Inc. Technology	NEW	6,000	NEW	$1,377,420	NEW	2.06%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,980	-7,000	$1,316,703	−63.4%	1.97%
ASML	Asml Holding NV Technology	NEW	700	NEW	$1,268,169	NEW	1.90%
SHEL	Shell plc Energy	Held	13,195	0	$1,254,184	+22.6%	1.87%
AXP	American Express Co Financial Services	Held	4,000	0	$1,216,400	−10.1%	1.82%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Held	25,000	0	$1,176,750	+19.2%	1.76%
INDA	iShares MSCI India ETF	Reduced	25,000	-25,000	$1,167,000	−52.7%	1.74%
PFE	Pfizer Inc Healthcare	NEW	39,850	NEW	$1,136,522	NEW	1.70%
GM	General Motors Co Consumer Cyclical	NEW	14,000	NEW	$1,078,000	NEW	1.61%
WMT	Walmart Inc. Consumer Defensive	NEW	10,025	NEW	$1,041,798	NEW	1.56%
ATI	Ati Inc Industrials	NEW	5,000	NEW	$947,000	NEW	1.42%
ARGX	Argenx SE Healthcare	NEW	900	NEW	$863,019	NEW	1.29%
NTRA	Natera, Inc. Healthcare	NEW	2,000	NEW	$826,620	NEW	1.24%
TXG	10x Genomics, Inc. Healthcare	NEW	9,000	NEW	$813,240	NEW	1.22%
PWR	Quanta Services, Inc. Industrials	Held	1,194	0	$767,156	−10.8%	1.15%
SU	Suncor Energy Inc Energy	NEW	11,000	NEW	$746,570	NEW	1.12%
MA	Mastercard Inc Financial Services	Held	1,235	0	$681,065	+7.4%	1.02%
IONQ	IonQ, Inc. Technology	Held	15,000	0	$657,900	−17.6%	0.98%
PAM	Pampa Energy Inc. Industrials	Held	7,000	0	$544,390	−5.3%	0.81%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	12,875	0	$411,356	−6.0%	0.61%
TNGX	Tango Therapeutics, Inc. Healthcare	NEW	15,000	NEW	$374,250	NEW	0.56%

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.