Connective Portfolio Management, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
38
Total value ($000)
$56,594
Net value change ($000)
+9,905 (21.2%)
New positions
14
Sold out positions
6
Turnover %
49.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ORCL 2,368 NEW
JPM 2,361 NEW
C 2,333 NEW
EEM 2,263 180.5%
AAPL 1,659 NEW
HOOD 1,641 NEW
CVX 1,144 NEW
META 1,115 NEW
BA 1,114 NEW
CAT 943 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBM -3,278 -100.0%
LRCX -2,434 -100.0%
MRVL -1,703 -100.0%
AHC -978 -100.0%
SNOW -895 -100.0%
NVDA -861 -28.6%
SAP -734 -100.0%
COIN -656 -35.3%
AMZN -607 -50.3%
RKLB -354 -20.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type