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 ~45-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. Cloning the disclosed picks since 2026 would be +5% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Connecticut Capital Management Group, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2097898/holdings"
Ask your agent
Use Arkolith to show Connecticut Capital Management Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
45
existing
Trimmed
37
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+4.7%
+11.0%/yr · since Feb '26
Their reported book
+4.7%
held from quarter-end
S&P 500
+8.5%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Connecticut Capital Management Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Connecticut Capital Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

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%

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, no cost basis

Bought
Trimmed / exited

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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026195$124.1M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026171$105.8M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026125$104.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.