CONNECTIVE PORTFOLIO MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 165K | $1.07M |
 | PL | 80K | $1.58M |
 | INTC | 51K | $1.88M |
 | SHEL | 30K | $2.22M |
 | RKT | 26K | $503.36K |
 | NVDA | 16K | $3.07M |
 | GM | 16K | $1.30M |
 | RKLB | 16K | $1.12M |
 | C | 13K | $1.54M |
 | CMG | 13K | $476.38K |
 | LEGN | 13K | $271.75K |
 | GOOGL | 10K | $3.16M |
 | SATS | 10K | $1.09M |
 | JPM | 7K | $2.41M |
 | CVX | 7K | $1.13M |
 | GH | 7K | $714.98K |
 | AAPL | 7K | $1.77M |
 | MSFT | 5K | $2.43M |
 | PLTR | 5K | $892.30K |
 | WDC | 5K | $861.35K |
Nokia Oyj
NOK
Shares Held
165K
Value
$1.07M
Planet Labs PBC
PL
Shares Held
80K
Value
$1.58M
Intel Corporation
INTC
Shares Held
51K
Value
$1.88M
Shell plc
SHEL
Shares Held
30K
Value
$2.22M
Rocket Companies, Inc.
RKT
Shares Held
26K
Value
$503.36K
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$3.07M
General Motors Company
GM
Shares Held
16K
Value
$1.30M
Rocket Lab USA, Inc.
RKLB
Shares Held
16K
Value
$1.12M
Citigroup Inc.
C
Shares Held
13K
Value
$1.54M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
13K
Value
$476.38K
Legend Biotech Corporation
LEGN
Shares Held
13K
Value
$271.75K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.16M
EchoStar Corporation
SATS
Shares Held
10K
Value
$1.09M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.41M
Chevron Corporation
CVX
Shares Held
7K
Value
$1.13M
Guardant Health, Inc.
GH
Shares Held
7K
Value
$714.98K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.77M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.43M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$892.30K
Western Digital Corporation
WDC
Shares Held
5K
Value
$861.35K