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Connective Portfolio Management, LLC

CIK:0001905083
Investment Adviser
$111M AUM
38 holdings
New York, NY, United States
Founded:2021
2 employees
Latest filing:Sep 30, 2025

Connective Portfolio Management, LLC is an investment management firm headquartered in New York, NY, United States. The firm specializes in providing advanced investment research and portfolio management with an analytical approach influenced by Swiss private banking traditions. It was founded with the mission to connect specific data points into a comprehensive analytical framework to deliver personalized and transparent offerings tailored to the financial goals of private and institutional investors. The firm currently has 2 employees, primarily focused on investment management and research, serving high net worth individuals and other investors.

Investment Strategy

Connective Portfolio Management focuses on producing advanced investment research by connecting specific data points into a comprehensive analytical framework. The firm leverages years of global money management experience and adopts a personalized approach to investing, emphasizing transparency and close relationships with clients. Drawing on its roots in Swiss private banking, CPM aims to align investment opportunities with the unique financial goals of private and institutional investors, maintaining a focus on quality opportunities through robust data-driven analysis.

Top Buys
O
ORCLORACLE CORP
+$2.4M
J
JPMJPMORGAN CHASE & CO.
+$2.4M
C
CCITIGROUP INC
+$2.3M
E
EEMISHARES TR
+$2.3M
A
AAPLAPPLE INC
+$1.7M
Top Sells
I
IBMINTERNATIONAL BUSINESS MACHS
-$3.3M
L
LRCXLAM RESEARCH CORP
-$2.4M
M
MRVLMARVELL TECHNOLOGY INC
-$1.7M
H
HESHESS CORP
-$978.2K
S
SNOWSNOWFLAKE INC
-$895.1K

Top Holdings

I
IAUISHARES GOLD TR
+7.9%$4.5M
M
MSFTMICROSOFT CORP
+6.8%$3.8M
E
EEMISHARES TR
+6.2%$3.5M
G
GLDSPDR GOLD TR
+5.9%$3.4M
O
ORCLORACLE CORP
+4.2%$2.4M

Equity Positions (38)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IAU
ISHARES GOLD TR7.95%$4.5M62,029$48.33$72.77+$613.0K
M
MSFT
MICROSOFT CORP6.80%$3.8M7,424$374.41$517.95+$132.9K
E
EEM
ISHARES TR6.21%$3.5M66,125$51.37$53.40+$2.3M
G
GLD
SPDR GOLD TR5.93%$3.4M9,465$217.79$355.47+$455.6K
O
ORCL
ORACLE CORP4.18%$2.4M8,300$281.24$281.24+$2.4M

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+17.2%
SERVICES-PREPACKAGED SOFTWARE
+12.9%
NATIONAL COMMERCIAL BANKS
+8.3%
SEMICONDUCTORS & RELATED DEVICES
+7.2%
SERVICES-BUSINESS SERVICES, NEC
+4.4%