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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PPA INVESCO EXCHANGE TRADED FD T 1,296.0 $215K 0.20% NEW $165.70 -0.4%
102 PAVE GLOBAL X FDS 4,226.0 $215K 0.20% NEW $50.81 +5.8%
103 LPLA LPL FINL HLDGS INC Financial Services 712.0 $214K 0.20% $300.83 -1.7%
104 MAR MARRIOTT INTL INC NEW Consumer Cyclical 643.0 $210K 0.20% NEW $327.07 +9.8%
105 AGNG GLOBAL X FDS 5,854.0 $208K 0.20% NEW $35.60 -1.4%
106 WTM WHITE MTNS INS GROUP LTD Financial Services 94.0 $207K 0.20% NEW $2196.96 -2.7%
107 ARTY ISHARES TR 4,344.0 $202K 0.19% NEW $46.53 +37.1%
108 BA BOEING CO Industrials 1,005.0 $200K 0.19% +63.0 +6.7% $199.03 +8.0%
109 SAN BANCO SANTANDER SA Financial Services 11,359.0 $128K 0.12% $11.28 +5.1%
Page 6 of 6  ·  109 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%