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CIK: 0001905083
Total reported value
$60.1M
$60.1M
30 檔
28.0%
The Q2 2025 SEC filing reveals that Connective Portfolio Management, LLC held a total portfolio value of $60.1M, covering 30 public equity positions.
In Q2 2025, Connective Portfolio Management, LLC displayed an active expansion posture, initiating 16 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.32% | -5.32% | +29.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.95% | -1.92% | +49.81% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 7.02% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.45% | -1.60% | +70.24% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 6.21% | -3.26% | +3.27% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 5.21% | — | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.80% | -0.90% | +93.13% | |
| 8 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 4.33% | — | — | |
| 9 | COIN | Coinbase Global Inc -class A | Stock-Financials | 3.98% | — | — | |
| 10 | RKLB | Rocket Lab CORP | Stock-Industrials | 3.68% | +3.31% | — | |
| 11 | MRVL | Marvell Technology Inc | Stock-Tech | 3.65% | +1.98% | NEW | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 3.57% | — | -41.82% | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.53% | -4.63% | — | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.85% | — | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.69% | -7.69% | EXIT | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | — | — | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 2.58% | — | — | |
| 18 | INDA | Ishares Msci India ETF | ETF-Other | 2.50% | +4.10% | NEW | |
| 19 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.13% | — | — | |
| 20 | HES | Hess CORP | Stock-Other | 2.10% | — | — | |
| 21 | SNOW | Snowflake Inc | Stock-Tech | 1.92% | — | — | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.70% | — | — | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.61% | -0.39% | — | |
| 24 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.57% | — | — | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.49% | -0.61% | — | |
| 26 | PGR | Progressive CORP | Stock-Financials | 1.43% | — | — | |
| 27 | CIEN | Ciena CORP | Stock-Tech | 1.39% | — | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | — | — | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 1.04% | -0.35% | — | |
| 30 | APLD | Applied Digital CORP | Stock-Tech | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +7% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +5.2% | NEW | New buy |
| 3 | EWZ | Ishares Msci Brazil ETF | +4.3% | NEW | New buy |
| 4 | COIN | Coinbase Global Inc -class A | +4% | NEW | New buy |
| 5 | RKLB | Rocket Lab CORP | +3.7% | NEW | New buy |
| 6 | MRVL | Marvell Technology Inc | +3.7% | NEW | New buy |
| 7 | PHYS | Sprott Physical Gold Trust | +3.5% | NEW | New buy |
| 8 | EEM | Ishares Msci Emerging Market | +2.7% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +2.6% | NEW | New buy |
| 10 | NFLX | Netflix Inc | +2.6% | NEW | New buy |
| 11 | INDA | Ishares Msci India ETF | +2.5% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +2.4% | +93.13% | Add |
| 13 | NVDA | Nvidia CORP | +2.3% | +70.24% | Add |
| 14 | SNOW | Snowflake Inc | +1.9% | NEW | New buy |
| 15 | PLTR | Palantir Technologies Inc-a | +1.7% | NEW | New buy |
| 16 | MSFT | Microsoft CORP | +1.6% | +49.81% | Add |
| 17 | SAP | Sap Se-sponsored Adr | +1.6% | NEW | New buy |
| 18 | CIEN | Ciena CORP | +1.4% | NEW | New buy |
| 19 | APLD | Applied Digital CORP | +0.4% | NEW | New buy |
| 20 | PWR | Quanta Services Inc | -0.1% | — | Unchanged |
| 21 | CMG | Chipotle Mexican Grill Inc | -0.6% | — | Unchanged |
| 22 | ROK | Rockwell Automation Inc | -0.6% | — | Unchanged |
| 23 | RKT | Rocket Cos Inc-class A | -0.7% | — | Unchanged |
| 24 | MA | Mastercard Inc - A | -0.8% | — | Unchanged |
| 25 | PG | Procter & Gamble Co/the | -0.9% | — | Unchanged |
| 26 | PGR | Progressive CORP | -1% | — | Unchanged |
| 27 | IAU | Ishares Gold Trust | -1.2% | +29.15% | Add |
| 28 | HES | Hess CORP | -1.6% | — | Unchanged |
| 29 | PH | Parker Hannifin CORP | -1.9% | EXIT | Sold out |
| 30 | EOG | Eog Resources Inc | -2.6% | EXIT | Sold out |
| 31 | CB | Chubb Limited | -2.7% | EXIT | Sold out |
| 32 | GLD | Spdr Gold Shares | -2.7% | +3.27% | Add |
| 33 | CVS | Cvs Health CORP | -2.7% | EXIT | Sold out |
| 34 | CSCO | Cisco Systems Inc | -3.3% | EXIT | Sold out |
| 35 | SBUX | Starbucks CORP | -3.7% | EXIT | Sold out |
| 36 | UBER | Uber Technologies Inc | -4.1% | -41.82% | Trim |
| 37 | AIG | American International Group | -4.4% | EXIT | Sold out |
| 38 | META | Meta Platforms Inc-class A | -4.7% | EXIT | Sold out |
| 39 | IEUR | Ishares Core Msci Europe ETF | -4.7% | EXIT | Sold out |
| 40 | T | At&t Inc | -4.8% | EXIT | Sold out |
| 41 | NOK | Nokia Corp-spon Adr | -5.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Connective Portfolio Management, LLC reported a total U.S. public equity portfolio value of $60.1M across 30 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, MSFT, IBM) accounted for 28.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IBM
市值: $3.3M
Top Position Liquidated / Trimmed
NOK
前期市值: $1.6M
During Q2 2025, Connective Portfolio Management, LLC's top holdings by market value included IAU (8.3%)、MSFT (8.0%)、IBM (7.0%). The largest single position, IAU, represented 8.3% of total portfolio value.
In Q2 2025, Connective Portfolio Management, LLC made 33 total portfolio adjustments, initiating 16 new buys, adding to 5 positions, trimming 1 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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