Connecticut Capital Management Group, LLC - Portfolio overview

Connecticut Capital Management Group, LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. LQD - ISHARES TR, 9.81%
2. VMBS - VANGUARD SCOTTSDALE FDS, 8.88%
3. GOVT - ISHARES TR, 5.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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