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Connecticut Capital Management Group, LLC - Portfolio Stock Holdings

Connecticut Capital Management Group, LLC disclosed 133 stock positions in a recent SEC 13F filing. $124,113,523 of stock holdings were filed, with the largest holdings including LQD, VMBS, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.

We estimate the fund has a total AUM of $253,921,421 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

133

Est. Stock Holding Value:

$124,113,523

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Connecticut Capital Management Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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