Connective Portfolio Management, LLC - Q42025 Holdings

Connective Portfolio Management, LLC holds 38 stocks with a total portfolio value of $ 55.5M as of Q42025. In Q42025, Connective Portfolio Management, LLC added 14 new positions, increased stakes in 2 stocks, reduced 10 holdings, and fully exited 14 positions. The largest holding is Ishares Gold Tr (IAU), representing 9.07% of the total portfolio.