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Portfolio (Quarterly) Guide ↗

Connecticut Capital Management Group, LLC

· CIK 0002097898
13F Portfolio $106M AUM 171 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 23 Added 40 Reduced 10 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GILD GILEAD SCIENCES INC Healthcare 1,950.0 $272K 0.26% +52.0 +2.7% $139.37 -7.0%
22 CALF PACER FDS TR 4,983.0 $224K 0.21% +34.0 +0.7% $44.87 +5.0%
23 BA BOEING CO Industrials 1,005.0 $200K 0.19% +63.0 +6.7% $199.03 +8.0%
Page 2 of 2  ·  23 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 37.1%
Industrials 10.9%
Financial Services 10.8%
Consumer Defensive 9.5%
Communication Services 8.4%
Healthcare 7.7%
Consumer Cyclical 6.3%
Energy 5.4%
Utilities 2.6%
Basic Materials 1.2%