Connective Portfolio Management, LLC
CIK 1905083 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- BAC6.05%
- MSFT5.38%
- KRE5.34%
- IAU5.33%
- IWM5.15%
- NVDA5.09%
- JPM4.54%
- QCOM4.30%
- INTC4.16%
- DIS3.88%
Share classes counted separately49.22%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BACBANK OF AMERICA CORP View history and evidence | $2.97M | 6.05% | 88.21K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $2.64M | 5.38% | 7.01K shares | — | ↗▾ | |
| 03 | KRESS SPDR S&P REGIONAL BANKS&P REGL BKG View history and evidence | $2.62M | 5.34% | 50.00K shares | — | ↗▾ | |
| 04 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $2.62M | 5.33% | 67.03K shares | — | ↗▾ | |
| 05 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.53M | 5.15% | 16.20K shares | — | ↗▾ | |
| 06 | NVDANVIDIA CORP View history and evidence | $2.50M | 5.09% | 5.04K shares | — | ↗▾ | |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $2.22M | 4.54% | 13.08K shares | — | ↗▾ | |
| 08 | QCOMQUALCOMM INC View history and evidence | $2.11M | 4.30% | 14.60K shares | — | ↗▾ | |
| 09 | INTCINTEL CORP View history and evidence | $2.04M | 4.16% | 40.61K shares | — | ↗▾ | |
| 10 | DISWALT DISNEY CO/THE View history and evidence | $1.90M | 3.88% | 21.09K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| COP CONOCOPHILLIPS | Non-derivative | — | — | SEC filing ↗ | |
| DELL DELL TECHNOLOGIES -C | Non-derivative | — | — | SEC filing ↗ | |
| FDX FEDEX CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1905083 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 49058856
}Research all 39 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.