CONNECTIVE PORTFOLIO MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PBR | 140K | $2.91M |
 | NXE | 93K | $1.08M |
 | SHEL | 30K | $2.81M |
 | PL | 24K | $670.80K |
 | BHP | 20K | $1.45M |
 | HL | 19K | $353.97K |
 | RKLB | 16K | $1.03M |
 | CMG | 13K | $412.13K |
 | NVDA | 11K | $2.00M |
 | CCJ | 9K | $1.01M |
 | CVX | 8K | $1.59M |
 | PAM | 7K | $619.50K |
 | MSFT | 5K | $1.86M |
 | AVGO | 4K | $1.33M |
 | JPM | 4K | $1.17M |
 | ABVX | 3K | $300.64K |
 | MA | 1K | $617.08K |
 | PWR | 1K | $655.53K |
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
140K
Value
$2.91M
NexGen Energy Ltd.
NXE
Shares Held
93K
Value
$1.08M
Shell plc
SHEL
Shares Held
30K
Value
$2.81M
Planet Labs PBC
PL
Shares Held
24K
Value
$670.80K
BHP Group Limited
BHP
Shares Held
20K
Value
$1.45M
Hecla Mining Company
HL
Shares Held
19K
Value
$353.97K
Rocket Lab USA, Inc.
RKLB
Shares Held
16K
Value
$1.03M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
13K
Value
$412.13K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.00M
Cameco Corporation
CCJ
Shares Held
9K
Value
$1.01M
Chevron Corporation
CVX
Shares Held
8K
Value
$1.59M
Pampa Energía S.A.
PAM
Shares Held
7K
Value
$619.50K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.86M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.33M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.17M
Abivax S.A.
ABVX
Shares Held
3K
Value
$300.64K
Mastercard Incorporated
MA
Shares Held
1K
Value
$617.08K
Quanta Services, Inc.
PWR
Shares Held
1K
Value
$655.53K