Arkolith/Funds/Connecticut Capital Management Group, LLC

Connecticut Capital Management Group, LLC

CIK 2097898
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Connecticut Capital Management Group, LLC holds a diversified book of 129 stocks worth $124.1M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed RTX Corp. Their largest long position is Ishr Ibx Usd Invgd CB ETF-Ui at 7% of the equity book.

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
42%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

49% mapped to company sectors

ETF / fund or unclassified
51%
Information Technology
24%
Financials
5%
Industrials
5%
Consumer Discretionary
5%
Health Care
4%
Energy
2%
Consumer Staples
1%

+3 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Connecticut Capital Management Group, LLC

Manager / fundShared namesTheir $ in those
Royal Bank Of Canada80 / 80$164.6B
Osaic Holdings, Inc.80 / 80$14.3B
Integrated Wealth Concepts LLC79 / 80$3.2B
Morgan Stanley78 / 80$577.3B
JPMorgan Chase & Co78 / 80$571.3B
Raymond James Financial Inc78 / 80$84.8B
Envestnet Asset Management Inc78 / 80$66.9B
LPL Financial LLC78 / 80$64.0B

Ranked by the share of each fund's own book sitting in the names it shares with Connecticut Capital Management Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

129 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
IBOXX INV CP ETF
$8.2M75.5K
6.6%
+1.7%
Added · +1K sh
2Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$7.3M156.7K
5.9%
+0.4%
Added · +662 sh
3Apple Inc
COM
$6.8M23.5K
5.5%
+0.7%
Added · +165 sh
4Ishares TR
CORE S&P TTL STK
$5.3M32.1K
4.3%
+7.2%
Added · +2K sh
5Ishares TR
US TREAS BD ETF
$4.8M212.6K
3.9%
+0.8%
Added · +2K sh
6Dimensional ETF Trust
US HIGH PROF ETF
$4.3M103.3K
3.5%
+8.7%
Added · +8K sh
7Invesco Exch Traded FD TR II
NATL AMT MUNI
$4.1M174.7K
3.3%
+4.0%
Added · +7K sh
8Nvidia Corporation
COM
$4.0M20.2K
3.3%
+0.7%
Added · +147 sh
9BlackRock ETF Trust
ISHARES US EQUIT
$4.0M59.2K
3.2%
+6.8%
Added · +4K sh
10Invesco Actively Managed Exc
AAA CLO FLTNG RT
$3.4M133.7K
2.8%
+1.1%
Added · +2K sh
11Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$3.3M11.1K
2.7%
+4.9%
Added · +520 sh
12Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.9M40.3K
2.3%
+6.3%
Added · +2K sh
13RTX Corporation
COM
$2.8M14.5K
2.2%
−0.2%
Reduced · −34 sh
14Vanguard Whitehall FDS
EM MK GOV BD ETF
$2.4M35.9K
1.9%
+1.6%
Added · +577 sh
15Microsoft Corp
COM
$2.2M5.9K
1.8%
+5.2%
Added · +290 sh
16Invesco Exchange Traded FD T
S&P MDCP QUALITY
$2.1M18.4K
1.7%
+9.0%
Added · +2K sh
17Invesco Exch Traded FD TR II
RAFI EMRGNG MRKT
$2.0M72.6K
1.6%
+8.0%
Added · +5K sh
18Advanced Micro Devices Inc
COM
$2.0M3.4K
1.6%
−1.8%
Reduced · −61 sh
19Ishares TR
MSCI INTL QUALTY
$1.8M36.6K
1.5%
+8.2%
Added · +3K sh
20Broadcom Inc
COM
$1.7M4.6K
1.4%
−0.4%
Reduced · −19 sh
21S&P Global Inc
COM
$1.4M3.4K
1.1%
~0%
Reduced · −1 sh
22Alphabet Inc
CAP STK CL A
$1.3M3.5K
1.0%
~0%
Reduced · −1 sh
23Eli Lilly & Co
COM
$1.2M1.0K
1.0%
+2.1%
Added · +21 sh
24Pgim ETF TR
ACTV HY BD ETF
$1.2M34.3K
1.0%
+2.0%
Added · +679 sh
25Pacer FDS TR
US SM CAP CASH
$1.2M34.9K
1.0%
+4.0%
Added · +1K sh
26Costco Wholesale Corporation
COM
$1.2M1.2K
0.9%
−0.6%
Reduced · −8 sh
27Micron Technology Inc
COM
$1.2M1.0K
0.9%
+1.6%
Added · +16 sh
28Alphabet Inc
CAP STK CL C
$1.1M3.1K
0.9%
−0.1%
Reduced · −2 sh
29Amazon Com Inc
COM
$1.1M4.5K
0.9%
+0.7%
Added · +31 sh
30Lam Research Corp
COM NEW
$1.0M2.3K
0.8%
−0.6%
Reduced · −13 sh
31Exxon Mobil Corp
COM
$926K6.8K
0.7%
~0%
Reduced · −1 sh
32Walmart Inc
COM
$905K8.0K
0.7%
−0.1%
Reduced · −7 sh
33Johnson & Johnson
COM
$817K3.2K
0.7%
−0.6%
Reduced · −21 sh
34Abbvie Inc
COM
$793K3.2K
0.6%
−1.3%
Reduced · −42 sh
35J P Morgan Exchange Traded F
HIGH YIELD MUNI
$777K15.3K
0.6%
+4.6%
Added · +674 sh
36JPMorgan Chase & Co
COM
$757K2.3K
0.6%
Held
37Cisco Sys Inc
COM
$751K6.4K
0.6%
−0.3%
Reduced · −17 sh
38Meta Platforms Inc
CL A
$681K1.2K
0.5%
−33%
Reduced · −587 sh
39Tesla Inc
COM
$575K1.4K
0.5%
+3.7%
Added · +49 sh
40Berkshire Hathaway Inc Del
CL B NEW
$570K1.1K
0.5%
+0.2%
Added · +2 sh
41Williams Cos Inc
COM
$518K7.0K
0.4%
~0%
Added · +1 sh
42Cboe Global MKTS Inc
COM
$510K2.1K
0.4%
Held
43Applied Matls Inc
COM
$510K705
0.4%
+2.0%
Added · +14 sh
44Perimeter Solutions Inc
COMMON STOCK
$501K14.1K
0.4%
Held
45Disney Walt Co
COM
$497K5.2K
0.4%
Held
46ASML Hldg NV
N Y REGISTRY SHS
$489K246
0.4%
Held
47Amkor Technology Inc
COM
$475K5.5K
0.4%
−0.8%
Reduced · −47 sh
48Coca Cola Co
COM
$473K5.8K
0.4%
−0.2%
Reduced · −14 sh
49Caterpillar Inc
COM
$472K443
0.4%
Held
50Oracle Corp
COM
$469K3.2K
0.4%
−0.4%
Reduced · −12 sh
Showing 50 of 129 positions
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Filing history

As-of date vs the date the SEC received each filing

$124.1M · Q2 2026Q4 2025 · $104.5MQ2 2026 · $124.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202620d195$124.1M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202613d171$105.8M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d125$104.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.