TRIVANT CUSTOM PORTFOLIO GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBS | 64K | $2.52M |
 | AAPL | 62K | $15.83M |
 | WMT | 50K | $6.24M |
 | NVDA | 48K | $8.46M |
 | AMZN | 26K | $5.39M |
 | UBER | 26K | $1.84M |
 | GOOGL | 26K | $7.35M |
 | NVO | 23K | $861.60K |
 | MSFT | 20K | $7.23M |
 | CVX | 19K | $3.96M |
 | GE | 18K | $5.15M |
 | NFLX | 17K | $1.59M |
 | TOST | 16K | $436.91K |
 | SNY | 16K | $770.40K |
 | JPM | 16K | $4.58M |
 | SRE | 15K | $1.49M |
 | ABT | 15K | $1.52M |
 | LOW | 14K | $3.21M |
 | OTIS | 13K | $970.51K |
 | BSX | 11K | $713.47K |
UBS Group AG
UBS
Shares Held
64K
Value
$2.52M
Apple Inc.
AAPL
Shares Held
62K
Value
$15.83M
Walmart Inc.
WMT
Shares Held
50K
Value
$6.24M
NVIDIA Corporation
NVDA
Shares Held
48K
Value
$8.46M
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$5.39M
Uber Technologies, Inc.
UBER
Shares Held
26K
Value
$1.84M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$7.35M
Novo Nordisk A/S
NVO
Shares Held
23K
Value
$861.60K
Microsoft Corporation
MSFT
Shares Held
20K
Value
$7.23M
Chevron Corporation
CVX
Shares Held
19K
Value
$3.96M
GE Aerospace
GE
Shares Held
18K
Value
$5.15M
Netflix, Inc.
NFLX
Shares Held
17K
Value
$1.59M
Toast, Inc.
TOST
Shares Held
16K
Value
$436.91K
Sanofi
SNY
Shares Held
16K
Value
$770.40K
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.58M
Sempra
SRE
Shares Held
15K
Value
$1.49M
Abbott Laboratories
ABT
Shares Held
15K
Value
$1.52M
Lowe's Companies, Inc.
LOW
Shares Held
14K
Value
$3.21M
Otis Worldwide Corporation
OTIS
Shares Held
13K
Value
$970.51K
Boston Scientific Corporation
BSX
Shares Held
11K
Value
$713.47K