Connecticut Capital Management Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$105.8M
Q ending 2026-03-31
Prior quarter
$104.5M
Q ending 2025-12-31
Change
+1.3% QoQ
Positions
109
reported holdings

Largest positions

Top 100 of 109 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrLQDShares$8.1M74K
Vanguard Scottsdale FdsVMBSShares$7.3M156K
Apple IncAAPLShares$5.9M23K
Ishares TrGOVTShares$4.8M211K
Ishares TrITOTShares$4.3M30K
Invesco Exch Traded Fd Tr IiPZAShares$3.9M168K
Dimensional Etf TrustDUHPShares$3.5M95K
Nvidia CorporationNVDAShares$3.5M20K
Invesco Actively Managed ExcICLOShares$3.4M132K
Blackrock Etf TrustDYNFShares$3.2M55K
Rtx CorporationRTXShares$2.8M15K
Invesco Exch Traded Fd Tr IiQQQMShares$2.5M11K
Vanguard Tax-Managed FdsVEAShares$2.4M38K
Vanguard Whitehall FdsVWOBShares$2.3M35K
Microsoft CorpMSFTShares$2.1M6K
Invesco Exch Traded Fd Tr IiPXHShares$1.8M67K
Invesco Exchange Traded Fd TXMHQShares$1.7M17K
Ishares TrIQLTShares$1.6M34K
S&P Global IncSPGIShares$1.5M3K
Broadcom IncAVGOShares$1.4M5K
Costco Wholesale CorporationCOSTShares$1.2M1K
Pgim Etf TrPHYLShares$1.2M34K
Exxon Mobil CorpXOMShares$1.1M7K
Meta Platforms IncMETAShares$1.0M2K
Alphabet IncGOOGLShares$1.0M4K
Walmart IncWMTShares$994K8K
Eli Lilly & CoLLYShares$936K1K
Amazon Com IncAMZNShares$922K4K
Pacer Fds TrCAFGShares$913K34K
Alphabet IncGOOGShares$893K3K
Johnson & JohnsonJNJShares$791K3K
J P Morgan Exchange Traded FJMHIShares$731K15K
Advanced Micro Devices IncAMDShares$700K3K
Abbvie IncABBVShares$694K3K
Jpmorgan Chase & CoJPMShares$680K2K
Cboe Global Mkts IncCBOEShares$591K2K
Berkshire Hathaway Inc DelBRK/BShares$545K1K
Triple Flag Precious MetalTFPMShares$528K15K
Mcdonalds CorpMCDShares$515K2K
Williams Cos IncWMBShares$507K7K
Lam Research CorpLRCXShares$500K2K
Disney Walt CoDISShares$498K5K
Cisco Sys IncCSCOShares$497K6K
Tesla IncTSLAShares$490K1K
Oracle CorpORCLShares$472K3K
Mastercard IncorporatedMAShares$453K906
Coca Cola CoKOShares$444K6K
Totalenergies SeShares$440K5K
Par Pac Holdings IncPARRShares$429K7K
Northrop Grumman CorpNOCShares$424K621
Merck & Co IncMRKShares$411K3K
Pepsico IncPEPShares$405K3K
Motorola Solutions IncMSIShares$399K919
Visa IncVShares$368K1K
Duke Energy Corp NewDUKShares$358K3K
Netflix Inc.NFLXShares$354K4K
Southern CoSOShares$353K4K
Corteva IncCTVAShares$345K4K
Perimeter Solutions IncPRMShares$343K14K
Home Depot IncHDShares$340K1K
Procter & Gamble CoPGShares$336K2K
Micron Technology IncMUShares$333K987
Asml Hldg NvShares$325K246
Eaton Corp PlcShares$324K907
Tjx Cos Inc NewTJXShares$321K2K
Automatic Data Processing InADPShares$320K2K
Hershey CoHSYShares$318K2K
Caterpillar IncCATShares$314K443
Ge AerospaceGEShares$314K1K
Analog Devices IncADIShares$312K982
Edgewise Therapeutics IncEWTXShares$310K10K
Nova LtdShares$308K710
Kroger CoKRShares$308K4K
Wec Energy Group IncWECShares$305K3K
Goldman Sachs Group IncGSShares$304K359
Bank America CorpBACShares$301K6K
Amgen IncAMGNShares$298K847
Church & Dwight Co IncCHDShares$296K3K
Ishares TrDGROShares$294K4K
International Business MachsIBMShares$293K1K
Select Sector Spdr TrXLUShares$287K6K
Lockheed Martin CorpLMTShares$285K472
Chevron CorporationCVXShares$280K1K
Gilead Sciences IncGILDShares$272K2K
Vanguard Scottsdale FdsVGITShares$255K4K
Banco Bilbao Vizcaya ArgentaBBVAShares$254K12K
Palantir Technologies IncPLTRShares$254K2K
Zim Integrated Shipping ServShares$253K10K
Amkor Technology IncAMKRShares$250K6K
Ishares TrUSMVShares$249K3K
New York Times Co Mtn BeNYTShares$249K3K
Vanguard Index FdsVUGShares$240K549
Applied Matls IncAMATShares$236K691
Valero Energy CorpVLOShares$230K929
Philip Morris Intl IncPMShares$227K1K
Pacer Fds TrCALFShares$224K5K
Nextera Energy IncNEEShares$221K2K
Ssr Mining InSSRMShares$219K7K
Royal Caribbean GroupShares$218K791
Ing Groep N.V.INGShares$218K8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.