Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Connecticut Capital Management Group, LLC (CIK 2097898) reported $124.1M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LQD ($8.2M, 6.64%), VMBS ($7.3M, 5.91%), AAPL ($6.8M, 5.48%), ITOT ($5.3M, 4.25%), GOVT ($4.8M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | $8.2M | 6.64% | 75,516 | Added |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | $7.3M | 5.91% | 156,665 | Added |
| 3 | AAPL | APPLE INC | $6.8M | 5.48% | 23,506 | Added |
| 4 | ITOT | ISHARES TR | $5.3M | 4.25% | 32,142 | Added |
| 5 | GOVT | ISHARES TR | $4.8M | 3.90% | 212,598 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $4.3M | 3.47% | 103,342 | Added |
| 7 | PZA | INVESCO EXCH TRADED FD TR II | $4.1M | 3.31% | 174,723 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $4.0M | 3.25% | 20,177 | Added |
| 9 | DYNF | BLACKROCK ETF TRUST | $4.0M | 3.24% | 59,199 | Added |
| 10 | ICLO | INVESCO ACTIVELY MANAGED EXC | $3.4M | 2.76% | 133,686 | Added |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $3.3M | 2.70% | 11,055 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 2.31% | 40,304 | Added |
| 13 | RTX | RTX CORPORATION | $2.8M | 2.22% | 14,530 | Trimmed |
| 14 | VWOB | VANGUARD WHITEHALL FDS | $2.4M | 1.94% | 35,894 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.2M | 1.77% | 5,901 | Added |
| 16 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.68% | 18,437 | Added |
| 17 | PXH | INVESCO EXCH TRADED FD TR II | $2.0M | 1.63% | 72,585 | Added |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 1.58% | 3,379 | Trimmed |
| 19 | IQLT | ISHARES TR | $1.8M | 1.46% | 36,584 | Added |
| 20 | AVGO | BROADCOM INC | $1.7M | 1.40% | 4,602 | Trimmed |
| 21 | SPGI | S&P GLOBAL INC | $1.4M | 1.13% | 3,440 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $1.3M | 1.01% | 3,499 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $1.2M | 1.00% | 1,039 | Added |
| 24 | CAFG | PACER FDS TR | $1.2M | 0.96% | 34,887 | Added |
| 25 | PHYL | PGIM ETF TR | $1.2M | 0.96% | 34,289 | Added |
Source: SEC Form 13F filings · as of 2026-06-30