Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trivant Custom Portfolio Group, LLC (CIK 1977992) reported $182.4M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($15.8M, 8.68%), STIP ($9.3M, 5.10%), NVDA ($8.5M, 4.64%), GOOGL ($7.4M, 4.03%), MSFT ($7.2M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.8M | 8.68% | 62,363 | Trimmed |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $9.3M | 5.10% | 89,914 | New |
| 3 | NVDA | NVIDIA CORP | $8.5M | 4.64% | 48,488 | Trimmed |
| 4 | GOOGL | ALPHABET INC CLASS CLASS A | $7.4M | 4.03% | 25,565 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $7.2M | 3.96% | 19,529 | Added |
| 6 | USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $6.8M | 3.72% | 132,280 | Trimmed |
| 7 | WMT | WALMART INC | $6.2M | 3.42% | 50,197 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $5.4M | 2.96% | 25,894 | Trimmed |
| 9 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $5.3M | 2.91% | 5.3M | New |
| 10 | COST | COSTCO WHSL CORP NEW | $5.2M | 2.83% | 5,179 | Trimmed |
| 11 | GE | GE AEROSPACE | $5.2M | 2.82% | 18,156 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $4.6M | 2.51% | 15,569 | Trimmed |
| 13 | RCIRX | REGAN TOTAL RETURN INCOME INSTITUTIONAL | $4.2M | 2.28% | 437,199 | New |
| 14 | CVX | CHEVRON CORP NEW | $4.0M | 2.17% | 19,143 | Added |
| 15 | META | META PLATFORMS INC CLASS CLASS A | $3.4M | 1.88% | 5,994 | Trimmed |
| 16 | LOW | LOWES COS INC | $3.2M | 1.76% | 13,600 | Trimmed |
| 17 | LNG | CHENIERE ENERGY INC | $3.1M | 1.71% | 10,996 | Trimmed |
| 18 | SYK | STRYKER CORP | $3.0M | 1.67% | 9,281 | Added |
| 19 | NOC | NORTHROP GRUMMAN CORP | $3.0M | 1.67% | 4,463 | Trimmed |
| 20 | V | VISA INC CLASS CLASS A | $2.9M | 1.60% | 9,639 | Trimmed |
| 21 | AVGO | BROADCOM INC | $2.5M | 1.38% | 8,133 | Added |
| 22 | UBS | UBS GROUP AG F | $2.5M | 1.38% | 64,462 | Added |
| 23 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.4M | 1.33% | 1,834 | Added |
| 24 | MELI | MERCADOLIBRE INC | $2.1M | 1.15% | 1,214 | Added |
| 25 | AME | AMETEK INC NEW | $2.1M | 1.14% | 9,733 | Added |
Source: SEC Form 13F filings · as of 2026-03-31