Trivant Custom Portfolio Group, LLC - Portfolio overview

Trivant Custom Portfolio Group, LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.63%
2. STIP - ISHARES 0-5 YEAR TIPS BOND ETF, 5.07%
3. NVDA - NVIDIA CORP, 4.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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