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Portfolio (Quarterly) Guide ↗

Trivant Custom Portfolio Group, LLC

· CIK 0001977992
13F Portfolio $188M AUM 82 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 30 Added 28 Reduced 9 Exited
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES RUSSELL 2000 ETF 800.0 $240K 0.13% NEW $300.45 -1.6%
82 LUBYS INC XXXESC PEND POSS FUTR DISTR 10,000.0 NEW
Page 5 of 5  ·  82 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 40.1%
Financial Services 11.1%
Consumer Cyclical 10.9%
Communication Services 9.7%
Industrials 9.2%
Consumer Defensive 7.0%
Healthcare 5.9%
Energy 3.8%
Utilities 1.6%
Real Estate 0.6%