Trivant Custom Portfolio Group, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$182.4M
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (60.1k shares)
8.7%
02
$STIP
ISHARES 0-5 YEAR TIPS BOND ETF
Q1 2026: New position (29.3k shares)
5.1%
03
$NVDA
NVIDIA CORP
Q1 2026: New position (260.1k shares)
4.6%
04
$GOOGL
ALPHABET INC CLASS CLASS A
Q1 2026: New position (30.2k shares)
4.0%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (25.7k shares)
4.0%
06
$USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
Held since at least Q1 2024
3.7%
07
$WMT
WALMART INC
Q1 2026: New position (18.5k shares)
3.4%
08
$AMZN
AMAZON.COM INC
Q1 2026: New position (76.9k shares)
3.0%
09
$SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
Held since at least Q1 2024
2.9%
10
$COST
COSTCO WHSL CORP NEW
Q1 2026: New position (4.7k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:35 UTC.