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Portfolio (Quarterly) Guide ↗

Connective Capital Management, LLC

· CIK 0001543568
13F Portfolio $121M AUM 66 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 7 Added 11 Reduced 26 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ATXG ADDENTAX GROUP CORP Industrials 5,558.0 $31K 0.03% NEW $5.51 -16.5%
62 ABOVE FOOD INGREDIENTS INC 24,999.0 $7K 0.01% $0.29
63 LSTA LISATA THERAPEUTICS INC Healthcare 1,016.0 $5K 0.00% $5.01 -37.7%
64 CLEANSPARK INC 17,500.0 $4K 0.00% $0.25
65 MEDICUS PHARMA LTD 6,000.0 $3K 0.00% $0.56
66 MOBIX LABS INC 22,397.0 $3K 0.00% $0.13
Page 4 of 4  ·  66 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
Technology 42.6%
Financial Services 23.0%
Healthcare 13.3%
Communication Services 7.9%
Energy 7.7%
Consumer Cyclical 3.5%
Industrials 0.9%
Consumer Defensive 0.6%
Utilities 0.3%
Real Estate 0.1%