Stock Taper 
CONNECTIVE PORTFOLIO MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 910 | $1.05M |
 The Goldman Sachs Group, Inc. | GS | 1K | $1.01M |
 Quanta Services, Inc. | PWR | 1.19K | $859.73K |
 Mastercard Incorporated | MA | 1.24K | $634.3K |
 Cadence Design Systems, Inc. | CDNS | 2.7K | $1.01M |
 Arm Holdings plc American Depositary Shares | ARM | 2.8K | $992.8K |
 Hilton Worldwide Holdings Inc. | HLT | 3.5K | $1.16M |
 Apple Inc. | AAPL | 3.52K | $1.02M |
 Silicon Motion Technology Corporation | SIMO | 3.77K | $1.26M |
 American Express Company | AXP | 4K | $1.35M |
 Marvell Technology, Inc. | MRVL | 4K | $1.19M |
 Broadcom Inc. | AVGO | 4.29K | $1.62M |
 Revolution Medicines, Inc. | RVMD | 4.5K | $842.76K |
 Microsoft Corporation | MSFT | 5.02K | $1.87M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.1K | $2.44M |
 Workday, Inc. | WDAY | 6K | $734.52K |
 Okta, Inc. | OKTA | 6K | $818.7K |
 Chevron Corporation | CVX | 7.7K | $1.28M |
 JPMorgan Chase & Co. | JPM | 10.98K | $3.59M |
 NVIDIA Corporation | NVDA | 11.47K | $2.3M |