SEC 13F Intelligence

Connective Portfolio Management, LLC / CCJ

Connective Portfolio Management, LLC’s Cameco Corp Position

Does Connective Portfolio Management, LLC own Cameco Corp (CCJ)? Not currently — the last reported position was 9.3K shares worth $1M in Q1 2026; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q1 2026
Shares
9.3K
% of Portfolio
+2.73%
Quarters Held
4
position exited

Position History CCJ

Reported value by quarter
Q2 ’22: $441,000Q2 ’22Q3 ’22: $578,000Q3 ’22Q2 ’24: $2MQ2 ’24Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.3K$1M+2.73%
Q2 202443.0K$2M+3.44%
Q3 202221.0K$578,000+1.84%
Q2 202221.0K$441,000+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of CCJ.