13F Filings History of Connective Portfolio Management, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$55,497,531
Signature - Title
Philippe Comby - President, Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Connective Portfolio Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Connective Portfolio Management, LLC reported 38 stock holdings with total value $55,497,531 as of Q4 2025. Top holdings included IAU, GLD, GOOGL, NVDA, and PHYS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $55,497,531 +$20,471,752 -$23,865,276 -$3,393,524 IAU, GLD, GOOGL, NVDA, PHYS 13F-HR 12 Jan 2026, 14:43
Q3 2025 38 $56,594,103 +$20,327,402 -$14,908,936 +$5,418,466 IAU, MSFT, EEM, GLD, ORCL 13F-HR 16 Oct 2025, 15:28
Q2 2025 30 $46,688,555 +$27,290,222 -$13,275,857 +$14,014,365 IAU, MSFT, IBM, NVDA, GLD 13F-HR 09 Jul 2025, 10:35
Q1 2025 25 $29,633,980 +$14,793,195 -$51,993,811 -$37,200,616 IAU, GLD, UBER, MSFT, NOK 13F-HR 22 Apr 2025, 09:15
Q4 2024 55 $67,211,002 +$37,763,305 -$8,749,587 +$29,013,718 NVDA, HD, IEUR, XLE, AVGO 13F-HR 14 Jan 2025, 14:48
Q3 2024 42 $27,011,543 $0 $0 $0 VRT, NVDA, VIST, MSFT, IAU 13F-HR 08 Oct 2024, 15:58
Q2 2024 46 $61,511,605 +$34,370,354 -$26,513,883 +$7,856,471 NVDA, META, QCOM, AMAT, MSFT 13F-HR 30 Jul 2024, 15:04
Q1 2024 46 $56,808,161 +$25,527,525 -$20,871,464 +$4,656,061 NVDA, MSFT, AVGO, DIS, NFLX 13F-HR 30 Apr 2024, 10:20
Q4 2023 39 $46,533,434 +$27,815,457 -$16,780,342 +$11,035,115 BAC, MSFT, KRE, IAU, NVDA 13F-HR 17 Jan 2024, 08:31
Q3 2023 34 $32,855,000 +$13,926,580 -$21,161,961 -$7,235,381 NVDA, COP, MSFT, INTC, DELL 13F-HR 19 Oct 2023, 10:13
Q2 2023 43 $40,347,000 +$18,890,930 -$13,612,576 +$5,278,354 NVDA, TSLA, MSFT, JPM, IMGN 13F-HR 17 Jul 2023, 14:37
Q1 2023 30 $31,547,649 +$14,400,606 -$29,348,428 -$14,947,822 MSFT, AVGO, CRM, EEM, TSLA 13F-HR 17 Apr 2023, 09:20
Q4 2022 49 $45,012,830 +$28,759,567 -$14,603,691 +$14,155,876 GILD, MCHI, REGN, SMFG, XLU 13F-HR 25 Jan 2023, 09:38
Q3 2022 35 $30,489,000 +$12,235,894 -$36,807,926 -$24,572,032 GTLS, FSLR, PLUG, SPTS, REGN 13F-HR 26 Oct 2022, 16:20
Q2 2022 48 $57,901,000 +$39,382,675 -$20,856,213 +$18,526,462 MSFT, IGIB, TSLA, KWEB, IAU 13F-HR 18 Jul 2022, 11:04
Q1 2022 39 $46,783,000 +$22,288,608 -$31,525,416 -$9,236,808 TSLA, SQM, GTLS, PLUG, ASML 13F-HR 12 Apr 2022, 14:35
Q4 2021 51 $56,908,000 $0 $0 $0 MSFT, CVS, TSLA, ANET, GOOGL 13F-HR 07 Feb 2022, 13:49