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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 $150,016,413
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 72,573 $13,972,470 9.31%
2.
Microsoft Corp
 MSFT 20,301 $7,633,874 5.08%
3.
Intuit Inc.
 INTU 8,447 $5,279,629 3.51%
4.
Ishares 0-5 Year Tips Bond Etf
 52,283 $5,154,572 3.43%
5.
Chevron Corp
 CVX 32,413 $4,834,724 3.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)