Stock Taper 
CONNECTIVE PORTFOLIO MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Petróleo Brasileiro S.A. - Petrobras | PBR | 185.2K | $2.99M |
 Nokia Oyj | NOK | 133.7K | $1.78M |
 SoFi Technologies, Inc. | SOFI | 60K | $1.08M |
 Rocket Lab USA, Inc. | RKLB | 35.97K | $3.66M |
 Citigroup Inc. | C | 26K | $3.64M |
 Canadian Natural Resources Limited | CNQ | 25K | $988.9K |
 IonQ, Inc. | IONQ | 15K | $798.9K |
 Baker Hughes Company | BKR | 15K | $832.05K |
 Planet Labs PBC | PL | 15K | $496.95K |
 Shell plc | SHEL | 13.2K | $1.02M |
 Kodiak Gas Services, Inc. | KGS | 13K | $976.69K |
 Chipotle Mexican Grill, Inc. | CMG | 12.88K | $437.75K |
 NVIDIA Corporation | NVDA | 11.47K | $2.3M |
 JPMorgan Chase & Co. | JPM | 10.98K | $3.59M |
 Chevron Corporation | CVX | 7.7K | $1.28M |
 Workday, Inc. | WDAY | 6K | $734.52K |
 Okta, Inc. | OKTA | 6K | $818.7K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.1K | $2.44M |
 Microsoft Corporation | MSFT | 5.02K | $1.87M |
 Revolution Medicines, Inc. | RVMD | 4.5K | $842.76K |