Stock Taper 
CONNECTIVE PORTFOLIO MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 4.29K | $1.62M |
 American Express Company | AXP | 4K | $1.35M |
 Marvell Technology, Inc. | MRVL | 4K | $1.19M |
 Silicon Motion Technology Corporation | SIMO | 3.77K | $1.26M |
 Apple Inc. | AAPL | 3.52K | $1.02M |
 Hilton Worldwide Holdings Inc. | HLT | 3.5K | $1.16M |
 Arm Holdings plc American Depositary Shares | ARM | 2.8K | $992.8K |
 Cadence Design Systems, Inc. | CDNS | 2.7K | $1.01M |
 Mastercard Incorporated | MA | 1.24K | $634.3K |
 Quanta Services, Inc. | PWR | 1.19K | $859.73K |
 The Goldman Sachs Group, Inc. | GS | 1K | $1.01M |
 Micron Technology, Inc. | MU | 910 | $1.05M |