Trivant Custom Portfolio Group, LLC
Trivant Custom Portfolio Group, LLC reported 82 positions worth $187.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAPL (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $18.1M | 9.63% | 62,494 | — | — | |
| ▸ 2 | NVDA | SH | $9.5M | 5.05% | 47,359 | — | — | |
| ▸ 3 | STIP | SH | $9.3M | 4.95% | 90,872 | — | — | |
| ▸ 4 | GOOGL | SH | $9.2M | 4.91% | 25,787 | — | — | |
| ▸ 5 | MSFT | SH | $7.2M | 3.83% | 19,272 | — | — | |
| ▸ 6 | USIG | SH | $6.7M | 3.56% | 130,399 | — | — | |
| ▸ 7 | AMZN | SH | $6.2M | 3.31% | 26,091 | — | — | |
| ▸ 8 | GE | SH | $5.2M | 2.74% | 13,787 | — | — | |
| ▸ 9 | JPM | SH | $5.1M | 2.71% | 15,534 | — | — | |
| ▸ 10 | COST | SH | $4.8M | 2.56% | 5,213 | — | — |
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Frequently Asked Questions
What stocks does Trivant Custom Portfolio Group, LLC hold as of Q2 2026?
Trivant Custom Portfolio Group, LLC reported 82 positions worth $187.8M in its Q2 2026 13F filing. Largest positions: AAPL (9.6%), NVDA (5.0%), STIP (4.9%), GOOGL (4.9%) and MSFT (3.8%).
What did Trivant Custom Portfolio Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trivant Custom Portfolio Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.