MondegarAI
Trivant Custom Portfolio Group, LLC

Q1 2025 · 13F-HR

Trivant Custom Portfolio Group, LLCholdings as filed

Filed 2025-04-21 · accession 0001977992-25-000002

$173.9M
Reported value
198
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$14.1M8.11%63,524CommonSOLE
464288620USIGISHARES BROAD USD$8.9M5.15%175,203CommonSOLE
67066G104NVDANVIDIA CORP$7.5M4.33%69,547CommonSOLE
594918104MSFTMICROSOFT CORP$7.4M4.27%19,796CommonSOLE
33939L779MBSDFLEXSHARES DISCIPLINED$6.4M3.67%309,313CommonSOLE
46429B747STIPISHARES 0-5 YEAR TIPS$6.3M3.62%60,772CommonSOLE
023135106AMZNAMAZON.COM INC$5.2M2.99%27,330CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M2.88%5,295CommonSOLE
931142103WMTWALMART INC$4.6M2.63%52,081CommonSOLE
02079K305GOOGLALPHABET INC$4.3M2.49%27,976CommonSOLE
00777X579RCIRXREGAN TOTAL RETURN INCOM$4.3M2.45%448,237CommonSOLE
09857L108BKNGBOOKING HLDGS INC$4.0M2.31%874CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.9M2.26%16,046CommonSOLE
369604301GEGE AEROSPACE$3.9M2.23%19,360CommonSOLE
30303M102METAMETA PLATFORMS INC$3.7M2.12%6,395CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.6M2.08%7,051CommonSOLE
863667101SYKSTRYKER CORP$3.5M2.02%9,451CommonSOLE
92826C839VVISA INC$3.4M1.94%9,631CommonSOLE
09789C747BBBIBONDBLOXX BBB 5 10 YR$3.3M1.91%65,410CommonSOLE
548661107LOWLOWES COS INC$3.2M1.85%13,833CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.9M1.65%6,579CommonSOLE
166764100CVXCHEVRON CORP NEW$2.7M1.58%16,406CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.2M1.27%9,546CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$2.1M1.23%4,305CommonSOLE
H42097107UBSUBS GROUP AG F$2.0M1.13%64,155CommonSOLE
002824100ABTABBOTT LABS$2.0M1.12%14,705CommonSOLE
55354G100MSCIMSCI INC$1.9M1.08%3,327CommonSOLE
053332102AZOAUTOZONE INC$1.9M1.07%490CommonSOLE
58933Y105MRKMERCK & CO. INC.$1.8M1.01%19,639CommonSOLE
244199105DEDEERE & CO$1.7M0.98%3,637CommonSOLE
031100100AMEAMETEK INC NEW$1.7M0.97%9,817CommonSOLE
79466L302CRMSALESFORCE INC$1.6M0.90%5,829CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.6M0.89%15,023CommonSOLE
060505104BACBANK OF AMERICA CORP$1.5M0.87%36,134CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$1.5M0.86%4,305CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.4M0.80%714CommonSOLE
78463X509SPEMSPDR INDEX SHARES EMERG$1.3M0.77%34,006CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.3M0.75%3,537CommonSOLE
98978V103ZTSZOETIS INC$1.2M0.69%7,310CommonSOLE
N07059210ASMLASML HLDG N V F$1.2M0.69%1,812CommonSOLE
816851109SRESEMPRA$1.2M0.68%16,528CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.2M0.68%7,426CommonSOLE
337738108FISVFISERV INC$1.1M0.66%5,163CommonSOLE
007903107AMDADVANCED MICRO DEVIC$1.1M0.62%10,566CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.62%3,053CommonSOLE
532457108LLYELI LILLY AND CO$1.1M0.62%1,296CommonSOLE
78462F103SPYSPDR S&P 500 ETF$1.1M0.61%1,910CommonSOLE
761152107RMDRESMED INC$1.0M0.60%4,688CommonSOLE
743315103PGRPROGRESSIVE CORP OH$1.0M0.59%3,655CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.0M0.59%48,344CommonSOLE
427866108HSYHERSHEY CO$1.0M0.58%5,891CommonSOLE
745867101PHMPULTEGROUP INC$1.0M0.58%9,764CommonSOLE
46090E103QQQINVESCO QQQ TRUST$994,3710.57%2,121CommonSOLE
80105N105SNYSANOFI F$980,5400.56%17,680CommonSOLE
456788108INFYINFOSYS LTD F$935,7260.54%51,272CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$899,0940.52%12,340CommonSOLE
64110L106NFLXNETFLIX INC$870,0680.50%933CommonSOLE
235851102DHRDANAHER CORP$832,3000.48%4,060CommonSOLE
89055F103BLDTOPBUILD CORP$773,0610.44%2,535CommonSOLE
G29183103ETNEATON CORP PLC F$771,4510.44%2,838CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$743,6280.43%1,447CommonSOLE
29977A105EVREVERCORE INC$733,5710.42%3,673CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$719,4000.41%3,920CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$711,8730.41%2,799CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500$706,9880.41%10,751CommonSOLE
11135F101AVGOBROADCOM INC$589,3550.34%3,520CommonSOLE
82509L107SHOPSHOPIFY INC F$568,9710.33%5,959CommonSOLE
574599106MASMASCO CORP$548,8090.32%7,892CommonSOLE
922908728VTSAXVANGUARD TOTAL STOCK MKT$497,3890.29%3,719CommonSOLE
68389X105ORCLORACLE CORP$448,6540.26%3,209CommonSOLE
461202103INTUINTUIT$423,6530.24%690CommonSOLE
464288406IMCVISHARES MORNINGSTAR MID$371,0300.21%5,001CommonSOLE
88160R101TSLATESLA INC$320,0630.18%1,235CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$276,3270.16%3,381CommonSOLE
921910600VWUAXVANGUARD US GROWTH ADMIR$269,4130.15%1,621CommonSOLE
747525103QCOMQUALCOMM INC$260,3700.15%1,695CommonSOLE
921932703VOOVVANGUARD S&P 500 VALUE$248,6560.14%1,350CommonSOLE
33733B100FIWFIRST TRUST WATER ETF$233,1440.13%2,315CommonSOLE
464287481IWPISHARES RUSSELL MID CAP$195,0460.11%1,660CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE$186,2900.11%1,000CommonSOLE
464287655IWMISHARES RUSSELL 2000$159,5920.09%800CommonSOLE
893641100TDGTRANSDIGM GROUP INC$138,3290.08%100CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF$125,9020.07%236CommonSOLE
921921300VEIRXVANGUARD EQUITY-INCOME A$124,2340.07%1,380CommonSOLE
464287226AGGISHARES CORE US$108,7130.06%1,099CommonSOLE
808524201SCHXSCHWAB US LARGE CAP ETF$105,9840.06%4,800CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES IN$86,0880.05%1,020CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$81,4080.05%600CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$60,9850.04%500CommonSOLE
74347X831TQQQPROSHARES ULTRAPRO QQQ$60,7380.03%1,060CommonSOLE
254687106DISDISNEY WALT CO$60,7010.03%615CommonSOLE
464288661IEIISHARES 3-7 YEAR TRERY$58,9490.03%499CommonSOLE
832696405SJMSMUCKER J M CO$56,2450.03%475CommonSOLE
701769408PRILXPARNASSUS CORE EQUITY IN$55,6330.03%955CommonSOLE
G3730V105FTAIFTAI AVIATION LTD F$55,5150.03%500CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIO$54,3660.03%893CommonSOLE
921937728VMGMXVANGUARD MID-CAP GROWTH$53,8310.03%511CommonSOLE
05464C101AXONAXON ENTERPRISE INC$52,5950.03%100CommonSOLE
595112103MUMICRON TECHNOLOGY INC$52,1340.03%600CommonSOLE
969457100WMBWILLIAMS COS INC$46,3140.03%775CommonSOLE
717081103PFEPFIZER INC$44,2080.03%1,745CommonSOLE
62944T105NVRNVR INC$43,4660.02%6CommonSOLE
78468R655CNRGSPDR S&P KENSHO CLEAN$42,7980.02%850CommonSOLE
39818P799PKSTPEAKSTONE REALTY CL E$42,1600.02%3,346CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$41,5200.02%250CommonSOLE
88579Y101MMM3M CO$41,1210.02%280CommonSOLE
149123101CATCATERPILLAR INC$37,9270.02%115CommonSOLE
02079K107GOOGALPHABET INC$31,2460.02%200CommonSOLE
149568107CVCOCAVCO INDS INC DEL$31,1780.02%60CommonSOLE
N00985106AERAERCAP HOLDINGS N V F$30,6510.02%300CommonSOLE
95040Q104WELLWELLTOWER INC$30,6420.02%200CommonSOLE
464287440IEFISHARES 7-10 YEAR TRSURY$28,8970.02%303CommonSOLE
929236107WDFCWD 40 CO$28,0600.02%115CommonSOLE
910047109UALUNITED AIRLINES HLDG$27,6200.02%400CommonSOLE
842587107SOSOUTHERN CO$27,5850.02%300CommonSOLE
75513E101RTXRTX CORP$26,4920.02%200CommonSOLE
256677105DGDOLLAR GEN CORP NEW$26,3790.02%300CommonSOLE
872540109TJXTJX COS INC NEW$26,1870.02%215CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$25,8520.01%400CommonSOLE
G8068L108SNSHARKNINJA INC F$25,0230.01%300CommonSOLE
459200101IBMIBM CORP$24,8660.01%100CommonSOLE
68621F102ORGOORGANOGENESIS HLDGS INC$23,5530.01%5,452CommonSOLE
713448108PEPPEPSICO INC$22,1910.01%148CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V F$21,8570.01%115CommonSOLE
744320102PRUPRUDENTIAL FINL INC$21,6660.01%194CommonSOLE
227046109CROXCROCS INC$21,2400.01%200CommonSOLE
00287Y109ABBVABBVIE INC$20,9520.01%100CommonSOLE
219350105GLWCORNING INC$18,3120.01%400CommonSOLE
78463V107GLDSPDR GOLD SHARES ETF$17,2880.01%60CommonSOLE
097023105BABOEING CO$17,0550.01%100CommonSOLE
205887102CAGCONAGRA BRANDS INC$16,6690.01%625CommonSOLE
911363109URIUNITED RENTALS INC$16,2940.01%26CommonSOLE
368736104GNRCGENERAC HLDGS INC$15,8310.01%125CommonSOLE
478160104JNJJOHNSON & JOHNSON$14,9260.01%90CommonSOLE
07831C103BRBRBELLRING BRANDS INC$14,8920.01%200CommonSOLE
527064109LESLIES INC$14,7100.01%20,000CommonSOLE
78464A474SPSBSPDR SHORT TERM$14,6290.01%486CommonSOLE
100557107SAMBOSTON BEER INC$14,3300.01%60CommonSOLE
65339F101NEENEXTERA ENERGY INC$14,1780.01%200CommonSOLE
77664L207ROOTROOT INC$13,3440.01%100CommonSOLE
189054109CLXCLOROX CO$13,2530.01%90CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12,9730.01%100CommonSOLE
86333M108LRNSTRIDE INC$12,6500.01%100CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$12,1980.01%200CommonSOLE
134429109CPBTHE CAMPBELL'S CO$11,9760.01%300CommonSOLE
81762P102NOWSERVICENOW INC$11,9420.01%15CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$11,9090.01%155CommonSOLE
922908710VFIAXVANGUARD 500 INDEX ADMIR$11,0650.01%21CommonSOLE
291011104EMREMERSON ELEC CO$10,9640.01%100CommonSOLE
09789C846XTREBNDBLXX BLMBRG 3 YR TRG$10,9460.01%221CommonSOLE
679295105OKTAOKTA INC$10,5220.01%100CommonSOLE
89151E109TTENTOTALENERGIES SE F$10,3500.01%160CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9,9860.01%350CommonSOLE
148929102CAVACAVA GROUP INC$9,3320.01%108CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTER$9,2960.01%800CommonSOLE
682189105ONON SEMICONDUCTOR CORP$8,1380.00%200CommonSOLE
36262G101GXOGXO LOGISTICS INC$7,8160.00%200CommonSOLE
40434L105HPQHP INC$7,6150.00%275CommonSOLE
889478103TOLTOLL BROS INC$7,3910.00%70CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7,1650.00%50CommonSOLE
421298100HAYWHAYWARD HLDGS INC$6,9600.00%500CommonSOLE
651495103NLCPNEWLAKE CAP PARTNERS INC$6,0840.00%424CommonSOLE
98138H101WDAYWORKDAY INC$5,8380.00%25CommonSOLE
26622P107DOCSDOXIMITY INC$5,8030.00%100CommonSOLE
57638P104MBCMASTERBRAND INC$5,7860.00%443CommonSOLE
83444M101SOLVSOLVENTUM CORP$5,3230.00%70CommonSOLE
46438F101IBITISHARES BITCOIN ETF$5,2900.00%113CommonSOLE
464288646IGSBISHARES TR IS 1-5 YR IN$5,2370.00%100CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4,9530.00%10CommonSOLE
464288257ACWIISHARES MSCI ACWI ETF$4,7720.00%41CommonSOLE
30151E780AMOMQRAFT AI ENHNCD US LRG$3,7700.00%100CommonSOLE
92840M102VSTVISTRA CORP$3,5510.00%30CommonSOLE
G5S37H101MRXMAREX GROUP PLC F$3,5320.00%100CommonSOLE
011659109ALKALASKA AIR GROUP INC$3,4450.00%70CommonSOLE
718546104PSXPHILLIPS 66$3,0870.00%25CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$2,9520.00%100CommonSOLE
G3777B103GEELY AUTOMOBILE H ORDF$2,1390.00%1,000CommonSOLE
91332U101UUNITY SOFTWARE INC$1,9590.00%100CommonSOLE
464287598IWDISHARES RUSSELL 1000$1,8820.00%10CommonSOLE
670100205NVONOVO-NORDISK A S F$1,8750.00%27CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASRY$1,8200.00%22CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$1,7920.00%100CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$1,4330.00%1CommonSOLE
047649108ATKRATKORE INC$1,2000.00%20CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,1450.00%5CommonSOLE
577081102MATMATTEL INC$9720.00%50CommonSOLE
565394103CARTMAPLEBEAR INC$9170.00%23CommonSOLE
384747101GRALGRAIL INC EQUITY$8430.00%33CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$7200.00%50CommonSOLE
60770K107MRNAMODERNA INC$5670.00%20CommonSOLE
56400P706MNKDMANNKIND CORP$5030.00%100CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$2420.00%10CommonSOLE
46267X108IQIQIYI INC F$1130.00%50CommonSOLE
82835P103SVMSILVERCORP METALS INC F$1010.00%26CommonSOLE
72919P202PLUGPLUG PWR INC$680.00%50CommonSOLE
29082K105EMBCEMBECTA CORP$130.00%1CommonSOLE
10678P104BREITLING ENERGY CO XXX$055CommonSOLE
97424P108WLOLQWINLAND OCEAN SHIPPING C$01,250CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.