Connective Portfolio Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 39 different companies, with a total equity portfolio value of $66,863,056.
The portfolio is heavily concentrated in technology and energy sectors. The largest holding is Microsoft Corporation, for which the firm holds 7,124 shares. Other top technology positions include NVIDIA Corporation (15,475 shares), Broadcom Inc. (7,195 shares), and Apple Inc. (6,520 shares). The firm also holds significant positions in energy companies, including Canadian Natural Resources Ltd. (25,000 shares) and Petrobras S.A. (185,200 shares).
Connective Portfolio Management reported sole voting and dispositive power over all shares listed in the filing. The filing lists Philippe Comby as the President and Managing Member of the firm.
