Portfolio (Quarterly) Guide ↗

Connective Portfolio Management, LLC

· CIK 0001905083

13F Portfolio $37M AUM 25 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 2 Added 7 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	LEGN	LEGEND BIOTECH CORP	Healthcare	12,500	$272K	0.49%	SOLD
22	CRCL	CIRCLE INTERNET GROUP INC	Financial Services	3,000	$238K	0.43%	SOLD

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Sector Allocation

Financial Services 36.1%

Energy 28.8%

Technology 18.3%

Industrials 7.2%

Basic Materials 5.5%

Utilities 1.9%

Consumer Cyclical 1.3%

Healthcare 0.9%