Connective Portfolio Management, LLC
- SEC CIK
- 0001905083
- Latest filing
- Jul 7, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 7, 2022. Long positions only.
- Positions
- 51
- No filing for Q3 2021
- Portfolio value
- $56.9M
- No filing for Q3 2021
Connective Portfolio Management, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 12,479 | $4.22M | 7.4% | – | – | History |
| CVSCVS Health Corp | Stock | 32,000 | $3.56M | 6.3% | – | – | History |
| TSLATesla, Inc. | Stock | 3,075 | $3.27M | 5.8% | – | – | History |
| ANETArista Networks, Inc. | COM | 16,780 | $2.41M | 4.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 700 | $2.05M | 3.6% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,145 | $1.97M | 3.5% | – | – | – |
| BNTXBioNTech SE | SPONSORED ADS | 7,460 | $1.92M | 3.4% | – | – | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 8,000 | $1.78M | 3.1% | – | – | History |
| ORCLOracle Corp | Stock | 20,000 | $1.76M | 3.1% | – | – | History |
| GTLSChart Industries Inc | COM | 10,710 | $1.71M | 3.0% | – | – | History |
| INTUIntuit Inc. | Stock | 2,640 | $1.70M | 3.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 5,280 | $1.55M | 2.7% | – | – | History |
| ARCBArcbest Corp | COM | 11,185 | $1.34M | 2.4% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 745 | $1.30M | 2.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 378 | $1.26M | 2.2% | – | – | History |
| PLUGPlug Power Inc | Stock | 43,995 | $1.25M | 2.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,800 | $1.20M | 2.1% | – | – | History |
| IAUiShares Gold Trust | ETF | 33,152 | $1.15M | 2.0% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 6,770 | $1.08M | 1.9% | – | – | History |
| TXG10x Genomics, Inc. | CL A COM | 7,000 | $1.06M | 1.9% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 10,000 | $1.01M | 1.8% | – | – | History |
| GLDSPDR Gold Trust | ETF | 5,890 | $1.01M | 1.8% | – | – | History |
| TPLTexas Pacific Land Corp | Stock | 800 | $997.0K | 1.8% | – | – | History |
| PFEPfizer Inc | Stock | 16,600 | $970.0K | 1.7% | – | – | History |
| Signature BK New York N Y82669G104 | COM | 2,945 | $953.0K | 1.7% | – | – | – |
| LAMRLamar Advertising Co | REIT | 7,076 | $858.0K | 1.5% | – | – | History |
| GNRCGenerac Holdings Inc. | Stock | 2,400 | $845.0K | 1.5% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 4,450 | $829.0K | 1.5% | – | – | History |
| WFCWells Fargo & Company | Stock | 17,175 | $824.0K | 1.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,410 | $811.0K | 1.4% | – | – | History |
| MTTRMatterport, Inc. | COM CL A | 35,000 | $764.0K | 1.3% | – | – | History |
| GEGeneral Electric Co | Stock | 7,638 | $722.0K | 1.3% | – | – | History |
| MARAMARA Holdings, Inc. | COM | 20,000 | $688.0K | 1.2% | – | – | History |
| NEENextera Energy Inc | Stock | 7,095 | $662.0K | 1.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,955 | $647.0K | 1.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 24,075 | $625.0K | 1.1% | – | – | History |
| DVNDevon Energy Corp | Stock | 14,000 | $611.0K | 1.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 1,700 | $579.0K | 1.0% | – | – | History |
| PACBPacific Biosciences of California, Inc. | COM | 26,960 | $552.0K | 1.0% | – | – | History |
| STROSutro Biopharma, Inc. | COM | 35,000 | $527.0K | 0.9% | – | – | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 5,789 | $439.0K | 0.8% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 2,346 | $431.0K | 0.8% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 675 | $426.0K | 0.7% | – | – | History |
| CRHCRH Public Ltd Co | ADR | 8,002 | $421.0K | 0.7% | – | – | History |
| MAMastercard Inc | Stock | 1,135 | $408.0K | 0.7% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 5,000 | $408.0K | 0.7% | – | – | History |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 10,690 | $343.0K | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,376 | $325.0K | 0.6% | – | – | – |
| SURFSurface Oncology, Inc. | COM | 60,000 | $292.0K | 0.5% | – | – | History |
| ARK Innovation ETF00214Q104 | ETF | 2,348 | $222.0K | 0.4% | – | – | – |
| ARBKArgo Blockchain Plc | ADS | 12,500 | $159.0K | 0.3% | – | – | History |