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Portfolio (Quarterly) Guide ↗

Connective Capital Management, LLC

· CIK 0001543568
13F Portfolio $170M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SIDUS SPACE INC 70,000.0 $220K 0.13% NEW $3.14
42 ANTA ANTALPHA PLATFORM HLDG CO Financial Services 21,469.0 $191K 0.11% NEW $8.89 -2.2%
43 BEEP MOBILE INFRASTRUCTURE CORP Real Estate 74,507.0 $190K 0.11% NEW $2.55 -10.0%
44 IMMUNIC INC 301,296.0 $161K 0.09% NEW $0.53
45 DEFI TECHNOLOGIES INC 182,816.0 $138K 0.08% NEW $0.75
46 SNAL SNAIL INC Technology 154,523.0 $137K 0.08% NEW $0.89 +28.8%
47 SEV APTERA MOTORS CORP Consumer Cyclical 31,718.0 $136K 0.08% NEW $4.29 -42.7%
48 ONCOLYTICS BIOTECH INC 150,340.0 $131K 0.08% NEW $0.87
49 XTAO INC 139,000.0 $74K 0.04% NEW $0.54
50 CREATEAL HOLDINGS INC 332,473.0 $69K 0.04% NEW $0.21
51 VICARIOUS SURGICAL INC 30,649.0 $67K 0.04% NEW $2.17
52 PPTA PERPETUA RESOURCES CORP Basic Materials 500.0 $12K 0.01% NEW $24.21 +11.1%
53 ABOVE FOOD INGREDIENTS INC 24,999.0 $9K 0.01% NEW $0.35
54 CLEANSPARK INC 17,500.0 $6K 0.00% NEW $0.37
55 MEDICUS PHARMA LTD 6,000.0 $5K 0.00% NEW $0.80
56 MOBIX LABS INC 22,397.0 $2K 0.00% NEW $0.09
57 LSTA LISATA THERAPEUTICS INC Healthcare 1,016.0 $2K 0.00% NEW $1.86 +68.8%
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.2%
Technology 21.1%
Healthcare 19.9%
Consumer Cyclical 7.2%
Communication Services 5.8%
Energy 5.7%
Industrials 4.2%
Utilities 0.4%
Real Estate 0.3%
Basic Materials 0.0%