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Portfolio (Quarterly) Guide ↗

Trivant Custom Portfolio Group, LLC

· CIK 0001977992
13F Portfolio $182M AUM 81 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 25 Added 21 Reduced 5 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAS MASCO CORP Industrials 6,414.0 $387K 0.21% -897.0 -12.3% $60.37 +14.1%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Consumer Cyclical 12.4%
Financial Services 10.4%
Industrials 9.9%
Consumer Defensive 9.9%
Communication Services 8.7%
Healthcare 7.3%
Energy 5.0%
Utilities 1.6%
Real Estate 0.6%