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Portfolio (Quarterly) Guide ↗

Connecticut Capital Management Group, LLC

· CIK 0002097898
13F Portfolio $104M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LQD ISHARES TR 73,209.0 $8.1M 7.72% NEW $110.19 -2.8%
2 VMBS VANGUARD SCOTTSDALE FDS 158,893.0 $7.5M 7.16% NEW $47.08 -2.1%
3 AAPL APPLE INC Technology 23,692.0 $6.4M 6.17% NEW $271.86 +10.0%
4 GOVT ISHARES TR 214,319.0 $4.9M 4.72% NEW $23.02 -2.3%
5 ITOT ISHARES TR 31,154.0 $4.6M 4.43% NEW $148.69 +7.5%
6 DUHP DIMENSIONAL ETF TRUST 98,541.0 $3.7M 3.59% NEW $38.03 +4.3%
7 NVDA NVIDIA CORPORATION Technology 19,487.0 $3.6M 3.48% NEW $186.50 +19.2%
8 PZA INVESCO EXCH TRADED FD TR II 152,850.0 $3.5M 3.39% NEW $23.19 -1.5%
9 DYNF BLACKROCK ETF TRUST 57,654.0 $3.5M 3.36% NEW $60.81 +7.9%
10 ICLO INVESCO ACTIVELY MANAGED EXC 130,025.0 $3.3M 3.18% NEW $25.55 -0.1%
11 QQQM INVESCO EXCH TRADED FD TR II 10,909.0 $2.8M 2.64% NEW $252.92 +14.2%
12 MSFT MICROSOFT CORP Technology 5,673.0 $2.7M 2.63% NEW $483.62 -12.4%
13 VEA VANGUARD TAX-MANAGED FDS 40,343.0 $2.5M 2.41% NEW $62.47 +10.4%
14 VWOB VANGUARD WHITEHALL FDS 35,989.0 $2.4M 2.32% NEW $67.43 -2.5%
15 PXH INVESCO EXCH TRADED FD TR II 71,499.0 $1.8M 1.77% NEW $25.81 +9.9%
16 XMHQ INVESCO EXCHANGE TRADED FD T 17,659.0 $1.8M 1.73% NEW $102.42 +3.6%
17 SPGI S&P GLOBAL INC Financial Services 3,440.0 $1.8M 1.72% NEW $522.59 -20.1%
18 AVGO BROADCOM INC Technology 4,764.0 $1.6M 1.58% NEW $346.10 +18.8%
19 ISHARES TR 35,777.0 $1.6M 1.56% NEW $45.45
20 PHYL PGIM ETF TR 33,980.0 $1.2M 1.15% NEW $35.48 -1.8%
Page 1 of 6  ·  107 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 40.3%
Financial Services 13.1%
Consumer Defensive 9.5%
Communication Services 9.0%
Healthcare 8.7%
Consumer Cyclical 7.6%
Industrials 5.5%
Energy 3.7%
Utilities 2.0%
Basic Materials 0.6%