Trivant Custom Portfolio Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$182.4M
Q ending 2026-03-31
Prior quarter
$173.6M
Q ending 2025-12-31
Change
+5.0% QoQ · +4.9% YoY
Positions
82
reported holdings

Largest positions

All 82 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$15.8M62K
Ishares 0-5 Year Tips Bond EtfSTIPShares$9.3M90K
Nvidia CorpNVDAShares$8.5M48K
Alphabet Inc Class GOOGLShares$7.4M26K
Microsoft CorpMSFTShares$7.2M20K
Ishares Broad Usd InvestmentUSIGShares$6.8M132K
Walmart IncWMTShares$6.2M50K
Amazon.Com IncAMZNShares$5.4M26K
Schwab Prime Advantage Money InvesSWVXXShares$5.3M5.3M
Costco Whsl Corp NewCOSTShares$5.2M5K
Ge AerospaceGEShares$5.2M18K
Jpmorgan Chase & CoJPMShares$4.6M16K
Regan Total Return Income InstitutRCIRXShares$4.2M437K
Chevron Corp NewCVXShares$4.0M19K
Meta Platforms Inc Class METAShares$3.4M6K
Lowes Cos IncLOWShares$3.2M14K
Cheniere Energy IncLNGShares$3.1M11K
Stryker CorpSYKShares$3.0M9K
Northrop Grumman CorpNOCShares$3.0M4K
Visa Inc Class VShares$2.9M10K
Ubs Group Ag FShares$2.5M64K
Broadcom IncAVGOShares$2.5M8K
Asml Hldg N V Fsponsored Shares$2.4M2K
Mercadolibre IncMELIShares$2.1M1K
Ametek Inc NewAMEShares$2.1M10K
Berkshire Hathaway Class BRK/BShares$1.9M4K
Taiwan Semiconductor M Fsponsored TSMShares$1.9M6K
State Street Spdr Portfolio SPEMShares$1.9M40K
Uber Technologies IncUBERShares$1.8M26K
Msci IncMSCIShares$1.8M3K
Ulta Beauty IncULTAShares$1.8M3K
Autozone IncAZOShares$1.7M509
Deere & CoDEShares$1.6M3K
Netflix IncNFLXShares$1.6M17K
Eli Lilly And CoLLYShares$1.6M2K
Abbott LabsABTShares$1.5M15K
Procter & Gamble CoPGShares$1.5M10K
SempraSREShares$1.5M15K
State Street Spdr Portfolio SPYMShares$1.5M19K
Booking Hldgs Inc Forward SpBKNGShares$1.4M335
Williams Sonoma IncWSMShares$1.4M7K
Rheinmetall Fsponsored RNMBYShares$1.3M4K
Crowdstrike Hldgs Inc Class CRWDShares$1.2M3K
Hershey CoHSYShares$1.2M6K
Tencent Hldgs Ltd FunsponsoreTCEHYShares$1.1M18K
Advanced Micro DevicAMDShares$1.1M6K
Resmed IncRMDShares$1.1M5K
Evercore Inc Class EVRShares$1.1M4K
Vanguard Information TechnologyVGTShares$1.1M2K
Servicenow IncNOWShares$1.1M10K
Salesforce IncCRMShares$1.1M6K
Schneider Elec Sa Fsponsored SBGSYShares$1.0M19K
State Street Spdr S&P 500 Etf TrSPYShares$1.0M2K
Otis Worldwide CorpOTISShares$971K13K
Byd Co Ltd FunsponsoreBYDDYShares$961K71K
Vanguard S&P 500 EtfVOOShares$960K2K
Eastgroup Pptys Inc ReitEGPShares$912K5K
Novo-Nordisk A S Fsponsored NVOShares$862K23K
Danaher CorpDHRShares$800K4K
Amphenol Corp New Class APHShares$774K6K
Sanofi Fsponsored SNYShares$770K16K
Vertiv Hldgs Co Class VRTShares$754K3K
Lvmh Moet Hennessy Lou Fsponsored LVMUYShares$742K7K
Ge Vernova IncGEVShares$741K849
Cadence Design Sys IncCDNSShares$717K3K
Boston Scientific CorpBSXShares$713K11K
Shopify Inc Fclass SHOPShares$702K6K
Tesla IncTSLAShares$604K2K
Oracle CorpORCLShares$596K4K
Ishares Morningstar Mid-Cap VaIMCVShares$513K6K
Vanguard Total Stock Mkt Idx AdmVTSAXShares$503K3K
Capital One Finl CorpCOFShares$450K2K
Toast Inc Class TOSTShares$437K16K
Ishares Msci Eafe EtfEFAShares$397K4K
Masco CorpMASShares$387K6K
Vanguard Ftse All-World Ex-Us IndeVEUShares$379K5K
American Express CoAXPShares$356K1K
Lumentum Hldgs IncLITEShares$278K395
Palantir Technologies Inclass PLTRShares$274K2K
First Trust Water EtfFIWShares$239K2K
Qualcomm IncQCOMShares$218K2K
Ishares Russell Mid-Cap Growth EtfIWPShares$213K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.