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Portfolio (Quarterly) Guide ↗

Connecticut Capital Management Group, LLC

· CIK 0002097898
13F Portfolio $124M AUM 195 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 38 Added 17 Reduced 4 Exited
Page 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOC NORTHROP GRUMMAN CORP Industrials 669.0 $341K 0.28% +48.0 +7.7% $509.31 +7.2%
82 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 348.0 $336K 0.27% NEW $965.00 -13.6%
83 IBM INTERNATIONAL BUSINESS MACHS Technology 1,164.0 $327K 0.26% -44.0 -3.6% $281.21 -14.6%
84 PPA INVESCO EXCHANGE TRADED FD T 1,845.0 $326K 0.26% +549.0 +42.4% $176.69 -2.7%
85 DGRO ISHARES TR 4,187.0 $317K 0.26% $75.79 +4.9%
86 BOTZ GLOBAL X FDS 8,261.0 $313K 0.25% NEW $37.94 -4.4%
87 AGNG GLOBAL X FDS 8,589.0 $309K 0.25% +3K +46.7% $36.01 +7.0%
88 WEC WEC ENERGY GROUP INC Utilities 2,634.0 $308K 0.25% $116.77 -8.7%
89 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,173.0 $307K 0.25% $96.88 +6.2%
90 TJX TJX COS INC NEW Consumer Cyclical 2,002.0 $303K 0.24% $151.50 -10.7%
91 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 11,721.0 $294K 0.24% $25.06 +14.6%
92 PBE INVESCO EXCHANGE TRADED FD T 3,218.0 $288K 0.23% NEW $89.65 +9.8%
93 MTUM ISHARES TR 830.0 $285K 0.23% NEW $342.83 -11.5%
94 XLU SELECT SECTOR SPDR TR 6,260.0 $284K 0.23% $45.34 -4.7%
95 VUG VANGUARD INDEX FDS 3,289.0 $283K 0.23% +3K +499.1% $86.14 +3.3%
96 SANM SANMINA CORP Technology 1,118.0 $283K 0.23% NEW $253.08 -19.3%
97 BSX BOSTON SCIENTIFIC CORP Healthcare 6,618.0 $282K 0.23% NEW $42.68 +10.6%
98 HSY HERSHEY CO Consumer Defensive 1,542.0 $271K 0.22% +12.0 +0.8% $175.45 +3.7%
99 AMGN AMGEN INC Healthcare 744.0 $269K 0.22% -103.0 -12.2% $362.12 +21.3%
100 ING ING GROEP N.V. Financial Services 8,354.0 $262K 0.21% $31.38 +11.7%
Page 5 of 7  ·  129 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 45.7%
Industrials 10.6%
Financial Services 9.4%
Healthcare 8.6%
Consumer Defensive 7.9%
Consumer Cyclical 6.0%
Communication Services 4.6%
Energy 3.6%
Utilities 2.5%
Basic Materials 1.0%