Trivant Custom Portfolio Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CONSTELLATION BRANDS, INC. | $218.0K | 0.1% |
| ISHARES RUSSELL MID CAP GROWTH ETF | $227.3K | 0.1% |
| FIRST TRUST ISE WATER INDEX ETF | $251.5K | 0.1% |
| QUALCOMM INC/DE | $289.9K | 0.2% |
| Palantir Technologies Inc | $332.4K | 0.2% |
| ISHARES MSCI EAFE ETF | $354.8K | 0.2% |
| INTUIT INC. | $452.4K | 0.3% |
| ISHARES MORNINGSTAR MID CAP ETF | $453.2K | 0.3% |
| MASCO CORP /DE | $464.0K | 0.3% |
| VANGUARD S P 500 ETF | $622.1K | 0.4% |
| BYD CO LTD | $652.0K | 0.4% |
| Tesla Inc | $730.8K | 0.4% |
| SANOFI | $757.5K | 0.4% |
| ORACLE CORP | $786.1K | 0.5% |
| ServiceNow Inc | $786.6K | 0.5% |
| CADENCE DESIGN SYSTEMS INC | $800.5K | 0.5% |
| DANAHER CORP /DE | $837.4K | 0.5% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $869.9K | 0.5% |
| EASTGROUP PROPERTIES INC | $878.8K | 0.5% |
| Infosys LtdINFY | $892.1K | 0.5% |
| Kimco Realty Corporation | $900.4K | 0.5% |
| BOSTON SCIENTIFIC CORP | $926.7K | 0.5% |
| SHOPIFY INC | $936.7K | 0.5% |
| LVMH MOET HENNESSY LOU FSPONSORED ADR | $1.03M | 0.6% |
| SCHNEIDER ELEC SA | $1.04M | 0.6% |
| Otis Worldwide Corp | $1.06M | 0.6% |
| HERSHEY CO | $1.06M | 0.6% |
| SPDR S P 500 ETF | $1.09M | 0.6% |
| RESMED INC | $1.17M | 0.7% |
| STATE STREET SPDR PORTFLS P 500 ETF | $1.18M | 0.7% |
| Netflix Inc | $1.22M | 0.7% |
| Evercore Inc | $1.23M | 0.7% |
| Broadcom Inc. | $1.24M | 0.7% |
| NOVO-NORDISK | $1.25M | 0.7% |
| Warren E. Buffett | $1.33M | 0.8% |
| WILLIAMS SONOMA INC | $1.35M | 0.8% |
| TENCENT HLDGS LTD | $1.38M | 0.8% |
| Sempra | $1.41M | 0.8% |
| RHEINMETALL | $1.45M | 0.8% |
| CrowdStrike Holdings, Inc. | $1.48M | 0.9% |
| MercadoLibre, Inc. | $1.52M | 0.9% |
| Salesforce Inc | $1.53M | 0.9% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.67M | 1.0% |
| DEERE & CO | $1.68M | 1.0% |
| SPDR INDEX SHARES EMERG MARKT ETF | $1.70M | 1.0% |
| AUTOZONE INC | $1.72M | 1.0% |
| BANK OF AMERICA CORP /DE | $1.81M | 1.0% |
| ELI LILLY & Co | $1.82M | 1.0% |
| ABBOTT LABORATORIES | $1.85M | 1.1% |
| MSCI Inc. | $1.89M | 1.1% |