TRIVANT CUSTOM PORTFOLIO GROUP, LLC

PrivateCIK: 1977992
Location

SAN DIEGO, CA

📋 What this filing means

TRIVANT CUSTOM PORTFOLIO GROUP, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $187.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

82
Positions
$187.78M
Total AUM (reported)
1.52M
Total Shares

Allocation by class

TOTAL AUM$187.78M82 positions
COMMON STOCK$146.02M77.8%
UIT EXCHANGE TRADED$25.29M13.5%
AMERICAN DEPOSITORY$10.15M5.4%
EQUITY FUNDS$4.56M2.4%
REAL ESTATE INVESTME$984.3K0.5%
FOREIGN CANADIAN$786.0K0.4%
REORG STOCK$0.000.0%

Portfolio Concentration

Top 319.6%4–1023.6%11–2523.7%Rest33.0%TOP 1043.2%0%100%
Top 3$36.85M19.6%
4–10$44.36M23.6%
11–25$44.59M23.7%
Rest$61.99M33.0%

Top 3 weight

19.6%

Top 10 weight

43.2%

Voting Authority Distribution

Total shares with voting rights: 1.52M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.52M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:

APPLE INC

SOLE
COMMON STOCK
Shares62.49K
TypeSH
Market value$18.08M
9.63%
Sole
0.00
Shared
0.00
None
62.49K

NVIDIA CORP

SOLE
COMMON STOCK
Shares47.36K
TypeSH
Market value$9.48M
5.05%
Sole
0.00
Shared
0.00
None
47.36K

ISHARES 0-5 YEAR TIPS BOND ETF

SOLE
UIT EXCHANGE TRADED
Shares90.87K
TypeSH
Market value$9.29M
4.95%
Sole
0.00
Shared
0.00
None
90.87K

ALPHABET INC CLASS A

SOLE
COMMON STOCK
Shares25.79K
TypeSH
Market value$9.22M
4.91%
Sole
0.00
Shared
0.00
None
25.79K

MICROSOFT CORP

SOLE
COMMON STOCK
Shares19.27K
TypeSH
Market value$7.19M
3.83%
Sole
0.00
Shared
0.00
None
19.27K

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

SOLE
UIT EXCHANGE TRADED
Shares130.40K
TypeSH
Market value$6.69M
3.56%
Sole
0.00
Shared
0.00
None
130.40K

AMAZON COM INC

SOLE
COMMON STOCK
Shares26.09K
TypeSH
Market value$6.22M
3.31%
Sole
0.00
Shared
0.00
None
26.09K

GE AEROSPACE

SOLE
COMMON STOCK
Shares13.79K
TypeSH
Market value$5.15M
2.74%
Sole
0.00
Shared
0.00
None
13.79K

JPMORGAN CHASE & CO

SOLE
COMMON STOCK
Shares15.53K
TypeSH
Market value$5.08M
2.71%
Sole
0.00
Shared
0.00
None
15.53K

COSTCO WHSL CORP NEW

SOLE
COMMON STOCK
Shares5.21K
TypeSH
Market value$4.81M
2.56%
Sole
0.00
Shared
0.00
None
5.21K

REGAN TOTAL RETURN INCOME INSTITUTIONAL

SOLE
EQUITY FUNDS
Shares436.95K
TypeSH
Market value$4.16M
2.22%
Sole
0.00
Shared
0.00
None
436.95K

ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE
AMERICAN DEPOSITORY
Shares1.83K
TypeSH
Market value$3.65M
1.94%
Sole
0.00
Shared
0.00
None
1.83K

WALMART INC

SOLE
COMMON STOCK
Shares30K
TypeSH
Market value$3.39M
1.81%
Sole
0.00
Shared
0.00
None
30K

META PLATFORMS INC CLASS A

SOLE
COMMON STOCK
Shares5.88K
TypeSH
Market value$3.31M
1.76%
Sole
0.00
Shared
0.00
None
5.88K

VISA INC CLASS A

SOLE
COMMON STOCK
Shares9.59K
TypeSH
Market value$3.29M
1.75%
Sole
0.00
Shared
0.00
None
9.59K

CHEVRON CORP NEW

SOLE
COMMON STOCK
Shares19K
TypeSH
Market value$3.15M
1.68%
Sole
0.00
Shared
0.00
None
19K

ADVANCED MICRO DEVICES I

SOLE
COMMON STOCK
Shares5.29K
TypeSH
Market value$3.07M
1.64%
Sole
0.00
Shared
0.00
None
5.29K

BROADCOM INC

SOLE
COMMON STOCK
Shares8.11K
TypeSH
Market value$3.06M
1.63%
Sole
0.00
Shared
0.00
None
8.11K

STRYKER CORP

SOLE
COMMON STOCK
Shares9.46K
TypeSH
Market value$2.98M
1.59%
Sole
0.00
Shared
0.00
None
9.46K

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

SOLE
AMERICAN DEPOSITORY
Shares5.78K
TypeSH
Market value$2.76M
1.47%
Sole
0.00
Shared
0.00
None
5.78K

CHENIERE ENERGY INC

SOLE
COMMON STOCK
Shares11.10K
TypeSH
Market value$2.65M
1.41%
Sole
0.00
Shared
0.00
None
11.10K

AMETEK INC NEW

SOLE
COMMON STOCK
Shares9.77K
TypeSH
Market value$2.36M
1.26%
Sole
0.00
Shared
0.00
None
9.77K

MICRON TECHNOLOGY INC

SOLE
COMMON STOCK
Shares1.97K
TypeSH
Market value$2.28M
1.21%
Sole
0.00
Shared
0.00
None
1.97K

NETFLIX INC

SOLE
COMMON STOCK
Shares31.85K
TypeSH
Market value$2.27M
1.21%
Sole
0.00
Shared
0.00
None
31.85K

NORTHROP GRUMMAN CORP

SOLE
COMMON STOCK
Shares4.31K
TypeSH
Market value$2.20M
1.17%
Sole
0.00
Shared
0.00
None
4.31K
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