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Home > Institutional Investor > Trivant Custom Portfolio Group, Llc > Profile

Instuitional Investor - Trivant Custom Portfolio Group, Llc

Fund Profile
Filing Period:
Fund Name: Trivant Custom Portfolio Group, Llc
Portfolio Value $171,288,220
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 69,154 $17,317,413 10.11%
2.
Nvidia Corp
 NVDA 73,843 $9,916,296 5.78%
3.
Microsoft Corp
 MSFT 20,344 $8,574,868 5%
4.
Ishares Brd Usd Inv Grd Corp Bd Etf
 162,723 $8,181,713 4.77%
5.
Amazon Com Inc
 AMZN 27,388 $6,008,654 3.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)