account_balance
Investment manager · 13F filer · SEC CIK 1977992
Trivant Custom Portfolio Group, LLC
Reported value$192Mas of Sep 30, 2026
Positions80 4 new, 6 sold out
Top 10 weight44.1%AAPL alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
10.8%
NVDANVIDIA Corp
5.6%
MSFTMicrosoft Corp
5.1%
GOOGLAlphabet Inc.
4.6%
STIPiShares 0-5 Year Tips Bond ETF
3.6%Trimmed −24%
USIGiShares Broad Usd Investment Grade Corporate Bond ETF
3.5%Added +7%
AMZNAmazon.com Inc
3.2%Trimmed −7%
JPMJPMorgan Chase & Co
2.7%
METAMeta Platforms, Inc.
2.6%Added +18%
COSTCostco Wholesale Corp
2.4%−3%
GEGeneral Electric Co
2.2%
CVXChevron Corp
2.0%−2%
AAPLApple Inc.
10.8%
NVDANVIDIA Corp
5.6%
MSFTMicrosoft Corp
5.1%
GOOGLAlphabet Inc.
4.6%
STIPiShares 0-5 Year Tips Bond ETF
3.6%−24%
USIGiShares Broad Usd Investment Grade Corporate Bond ETF
3.5%+7%
AMZNAmazon.com Inc
3.2%
JPMJPMorgan Chase & Co
2.7%
META2.6%COSTGE2.2%CVX2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 10.8% HeldNVDA NVIDIA Corp 5.6% HeldMSFT Microsoft Corp 5.1% HeldGOOGL Alphabet Inc. 4.6% Held
STIP iShares 0-5 Year Tips Bond ETF 3.6% Trimmed −24%
USIG iShares Broad Usd Investment Grade Corporate Bond ETF 3.5% Added +7%
AMZN Amazon.com Inc 3.2% Trimmed −7%JPM JPMorgan Chase & Co 2.7% HeldMETA Meta Platforms, Inc. 2.6% Added +18%COST Costco Wholesale Corp 2.4% Trimmed −3%GE General Electric Co 2.2% HeldCVX Chevron Corp 2.0% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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