Connective Portfolio Management, LLC

NEW YORK, NY · CIK 1905083 · 13F filing filed 2025-04-22

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$121.3m
Staff2 · 2 in investment roles
Main clients (by assets)Companies 80%, High net worth individuals 20%
Websiteconnectivepm.com
Form ADV · 2026-08-18SEC adviser record

Legal entityCONNECTIVE PORTFOLIO MANAGEMENT, LLC (US)

Kindinstitutions
Others nearbyNew York, NY

$29.6m reported value -55.9% vs Q4 2024

25positions

60.5%in top 10

10 new 3 added 6 reduced 40 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES GOLD TR ISHARES NEW IAU	IAU	48,029	$2.8m9.56%	9.56%	Added +16.0k	+16,000 50.0%
2	SPDR GOLD TR GOLD SHS GLD	GLD	9,165	$2.6m8.91%	8.91%	Added +3.5k	+3,500 61.8%
3	UBER TECHNOLOGIES INC COM UBER	UBER	31,000	$2.3m7.62%	7.62%	New
4	MICROSOFT CORP COM MSFT	MSFT	5,019	$1.9m6.36%	6.36%	Unchanged
5	NOKIA CORP SPONSORED ADR NOK	NOK	300,000	$1.6m5.34%	5.34%	New
6	AT&T INC COM T	T	50,000	$1.4m4.77%	4.77%	New
7	ISHARES TR CORE MSCI EURO IEUR	IEUR	23,285	$1.4m4.73%	4.73%	Reduced -26.7k	-26,715 -53.4%
8	META PLATFORMS INC CL A META	META	2,400	$1.4m4.67%	4.67%	New
9	AMERICAN INTL GROUP INC COM NEW AIG	AIG	15,000	$1.3m4.40%	4.40%	New
10	NVIDIA CORPORATION COM NVDA	NVDA	11,390	$1.2m4.17%	4.17%	Reduced -12.6k	-12,595 -52.5%
11	STARBUCKS CORP COM SBUX	SBUX	11,300	$1.1m3.74%	3.74%	New
12	HESS CORP COM HES	HES	6,930	$1.1m3.74%	3.74%	Unchanged
13	ROCKWELL AUTOMATION INC COM ROK	ROK	4,000	$1.0m3.49%	3.49%	New
14	CISCO SYS INC COM CSCO	CSCO	15,650	$965.8k3.26%	3.26%	Reduced -22.0k	-22,000 -58.4%
15	ROCKET COS INC COM CL A RKT	RKT	70,000	$844.9k2.85%	2.85%	Added +32.0k	+32,000 84.2%
16	CVS HEALTH CORP COM CVS	CVS	12,000	$813.0k2.74%	2.74%	New
17	CHUBB LIMITED COM CB	CB	2,615	$789.7k2.66%	2.66%	New
18	EOG RES INC COM EOG	EOG	6,000	$769.4k2.60%	2.60%	New
19	BROADCOM INC COM AVGO	AVGO	4,295	$719.1k2.43%	2.43%	Reduced -6.6k	-6,625 -60.7%
20	PROGRESSIVE CORP COM PGR	PGR	2,500	$707.5k2.39%	2.39%	Reduced -3.2k	-3,220 -56.3%
21	MASTERCARD INCORPORATED CL A MA	MA	1,235	$676.9k2.28%	2.28%	Unchanged
22	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	12,875	$646.5k2.18%	2.18%	Reduced -5.1k	-5,125 -28.5%
23	PROCTER AND GAMBLE CO COM PG	PG	3,760	$640.8k2.16%	2.16%	Unchanged
24	PARKER-HANNIFIN CORP COM PH	PH	900	$547.1k1.85%	1.85%	Unchanged
25	QUANTA SVCS INC COM PWR	PWR	1,305	$331.7k1.12%	1.12%	Unchanged

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
HOME DEPOT INC HD	HD	7,075	$2.8m7.1k shares
SELECT SECTOR SPDR TR XLE	XLE	30,200	$2.6m30.2k shares
TESLA INC TSLA	TSLA	6,000	$2.4m6.0k shares
ISHARES INC EWJ	EWJ	32,500	$2.2m32.5k shares
RADNET INC RDNT	RDNT	31,165	$2.2m31.2k shares
BROOKFIELD CORP BN	BN	33,310	$1.9m33.3k shares
EQT CORP EQT	EQT	38,000	$1.8m38.0k shares
SALESFORCE INC CRM	CRM	5,170	$1.7m5.2k shares
ISHARES TR EEM	EEM	40,000	$1.7m40.0k shares
FLOWSERVE CORP FLS	FLS	27,190	$1.6m27.2k shares
WALMART INC WMT	WMT	16,525	$1.5m16.5k shares
NATERA INC NTRA	NTRA	8,600	$1.4m8.6k shares
APPLE INC AAPL	AAPL	5,420	$1.4m5.4k shares
GE VERNOVA INC GEV	GEV	4,050	$1.3m4.0k shares
BANK AMERICA CORP BAC	BAC	27,625	$1.2m27.6k shares
CITIGROUP INC C	C	17,000	$1.2m17.0k shares
ENERGY TRANSFER L P ET	ET	60,000	$1.2m60.0k shares
ISHARES TR INDA	INDA	22,000	$1.2m22.0k shares
BOEING CO BA	BA	6,000	$1.1m6.0k shares
ALPHABET INC GOOGL	GOOGL	5,200	$984.4k5.2k shares
JPMORGAN CHASE & CO JPM	JPM	4,080	$978.0k4.1k shares
SPDR SER TR KRE	KRE	16,000	$965.6k16.0k shares
DELTA AIR LINES INC DEL DAL	DAL	15,000	$907.5k15.0k shares
INTUITIVE MACHINES INC LUNR	LUNR	48,000	$871.7k48.0k shares
CHART INDS INC GTLS	GTLS	3,800	$725.2k3.8k shares