CONNECTIVE PORTFOLIO MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PBR | 185K | $2.99M |
 | NOK | 134K | $1.78M |
 | SOFI | 60K | $1.08M |
 | RKLB | 36K | $3.66M |
 | C | 26K | $3.64M |
 | CNQ | 25K | $988.90K |
 | IONQ | 15K | $798.90K |
 | BKR | 15K | $832.05K |
 | PL | 15K | $496.95K |
 | SHEL | 13K | $1.02M |
 | KGS | 13K | $976.69K |
 | CMG | 13K | $437.75K |
 | NVDA | 11K | $2.30M |
 | JPM | 11K | $3.59M |
 | CVX | 8K | $1.28M |
 | WDAY | 6K | $734.52K |
 | OKTA | 6K | $818.70K |
 | TSM | 5K | $2.44M |
 | MSFT | 5K | $1.87M |
 | RVMD | 5K | $842.76K |
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
185K
Value
$2.99M
Nokia Oyj
NOK
Shares Held
134K
Value
$1.78M
SoFi Technologies, Inc.
SOFI
Shares Held
60K
Value
$1.08M
Rocket Lab USA, Inc.
RKLB
Shares Held
36K
Value
$3.66M
Citigroup Inc.
C
Shares Held
26K
Value
$3.64M
Canadian Natural Resources Limited
CNQ
Shares Held
25K
Value
$988.90K
IonQ, Inc.
IONQ
Shares Held
15K
Value
$798.90K
Baker Hughes Company
BKR
Shares Held
15K
Value
$832.05K
Planet Labs PBC
PL
Shares Held
15K
Value
$496.95K
Shell plc
SHEL
Shares Held
13K
Value
$1.02M
Kodiak Gas Services, Inc.
KGS
Shares Held
13K
Value
$976.69K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
13K
Value
$437.75K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.30M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.59M
Chevron Corporation
CVX
Shares Held
8K
Value
$1.28M
Workday, Inc.
WDAY
Shares Held
6K
Value
$734.52K
Okta, Inc.
OKTA
Shares Held
6K
Value
$818.70K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5K
Value
$2.44M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.87M
Revolution Medicines, Inc.
RVMD
Shares Held
5K
Value
$842.76K