13F Filings History of Trivant Custom Portfolio Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$173,640,034
Signature - Title
Samira Kadam - Compliance Consultant
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Trivant Custom Portfolio Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trivant Custom Portfolio Group, LLC reported 74 stock holdings with total value $173,640,034 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, USIG, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $173,640,034 +$5,710,206 -$25,890,362 -$20,180,156 AAPL, NVDA, MSFT, USIG, GOOGL 13F-HR 20 Jan 2026, 20:30
Q3 2025 83 $194,567,318 +$6,427,573 -$5,476,147 +$951,426 AAPL, NVDA, MSFT, USIG, STIP 13F-HR 05 Nov 2025, 15:44
Q2 2025 101 $182,084,374 +$16,049,662 -$23,439,768 -$7,390,106 AAPL, NVDA, MSFT, USIG, STIP 13F-HR 12 Aug 2025, 14:10
Q1 2025 196 $173,933,683 +$25,647,981 -$16,261,816 +$9,386,165 AAPL, USIG, NVDA, MSFT, MBSD 13F-HR 21 Apr 2025, 13:31
Q4 2024 194 $171,288,220 +$2,459,640 -$5,558,814 -$3,099,174 AAPL, NVDA, MSFT, USIG, AMZN 13F-HR 15 Jan 2025, 11:39
Q3 2024 171 $173,341,866 +$11,631,864 -$8,552,281 +$3,079,583 AAPL, NVDA, MSFT, USIG, MBSD 13F-HR 04 Oct 2024, 14:56
Q2 2024 184 $162,787,372 +$18,484,322 -$8,941,125 +$9,543,197 AAPL, NVDA, MSFT, MBSD, GOOGL 13F-HR 17 Jul 2024, 17:04
Q1 2024 183 $157,136,763 +$13,358,482 -$17,550,888 -$4,192,406 AAPL, MSFT, NVDA, MBSD, AMZN 13F-HR 17 Apr 2024, 14:48
Q4 2023 201 $150,016,413 +$15,620,193 -$15,829,560 -$209,367 AAPL, MSFT, INTU, STIP, CVX 13F-HR 25 Jan 2024, 12:30
Q3 2023 196 $136,015,655 +$9,824,819 -$8,735,563 +$1,089,256 AAPL, MBSD, MSFT, CVX, STIP 13F-HR 02 Nov 2023, 10:25
Q2 2023 202 $141,778,198 +$13,320,361 -$15,507,041 -$2,186,680 AAPL, MBSD, MSFT, STIP, CVX 13F-HR 26 Jul 2023, 14:10
Q1 2023 208 $139,928,748 $0 $0 $0 AAPL, STIP, MBSD, MSFT, CVX 13F-HR 19 May 2023, 16:41