TRIVANT CUSTOM PORTFOLIO GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 67K | $12.48M |
 | UBS | 64K | $2.64M |
 | AAPL | 63K | $16.00M |
 | INFY | 51K | $828.84K |
 | WMT | 51K | $5.25M |
 | KIM | 47K | $1.02M |
 | BAC | 33K | $1.71M |
 | AMZN | 27K | $5.82M |
 | GOOGL | 26K | $6.33M |
 | NVO | 24K | $1.33M |
 | UBER | 24K | $2.32M |
 | MSFT | 19K | $10.07M |
 | GE | 19K | $5.68M |
 | SNY | 17K | $804.85K |
 | SRE | 16K | $1.45M |
 | CVX | 16K | $2.48M |
 | JPM | 16K | $4.99M |
 | ABT | 15K | $1.98M |
 | LOW | 14K | $3.47M |
 | OTIS | 13K | $1.18M |
NVIDIA Corporation
NVDA
Shares Held
67K
Value
$12.48M
UBS Group AG
UBS
Shares Held
64K
Value
$2.64M
Apple Inc.
AAPL
Shares Held
63K
Value
$16.00M
Infosys Limited
INFY
Shares Held
51K
Value
$828.84K
Walmart Inc.
WMT
Shares Held
51K
Value
$5.25M
Kimco Realty Corporation
KIM
Shares Held
47K
Value
$1.02M
Bank of America Corporation
BAC
Shares Held
33K
Value
$1.71M
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.82M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$6.33M
Novo Nordisk A/S
NVO
Shares Held
24K
Value
$1.33M
Uber Technologies, Inc.
UBER
Shares Held
24K
Value
$2.32M
Microsoft Corporation
MSFT
Shares Held
19K
Value
$10.07M
GE Aerospace
GE
Shares Held
19K
Value
$5.68M
Sanofi
SNY
Shares Held
17K
Value
$804.85K
Sempra
SRE
Shares Held
16K
Value
$1.45M
Chevron Corporation
CVX
Shares Held
16K
Value
$2.48M
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.99M
Abbott Laboratories
ABT
Shares Held
15K
Value
$1.98M
Lowe's Companies, Inc.
LOW
Shares Held
14K
Value
$3.47M
Otis Worldwide Corporation
OTIS
Shares Held
13K
Value
$1.18M