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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Trivant Custom Portfolio Group, LLC

Quarter ended Q3 2023 · Filed July 26, 2023 · Accession 0001977992-23-000002

Total Value
$141.8M
Positions
208
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (208)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL71,759$13.9M9.82%
2FLEXSHARES DISCIPLINED DURTN MBS ETFFLEX391,440$8.0M5.63%
3MICROSOFT CORPMSFT19,877$6.8M4.77%
4ISHARES 0-5 YEAR TIPS BOND ETF46429B74755,687$5.4M3.83%
5CHEVRON CORPCVX32,746$5.2M3.63%
6DEERE & CODE10,319$4.2M2.95%
7MERCK & CO. INC.MRK33,896$3.9M2.76%
8INTUIT INCINTU8,250$3.8M2.67%
9NORTHROP GRUMMAN CONOC8,006$3.6M2.57%
10AMAZON.COM INCAMZN27,094$3.5M2.49%
11ISHARES BRD USD INV GRD CORP BD ETF46428862066,855$3.3M2.36%
12SEMPRASREA22,149$3.2M2.27%
13LOWES COMPANIES INC54866110714,170$3.2M2.26%
14COSTCO WHOLESALE CO22160K1055,544$3.0M2.11%
15ELEVANCE HEALTH INCELV6,584$2.9M2.06%
16AMETEK INCAME17,344$2.8M1.98%
17WALMART INCWMT17,840$2.8M1.98%
18CVS HEALTH CORPCVS40,129$2.8M1.96%
19ABBOTT LABORATORIESABLZF25,408$2.8M1.95%
20CHARLES SCHWAB CORPSCHW-PJ48,409$2.7M1.94%
21ADVANCED MICRO DEVICES IAMD23,651$2.7M1.90%
22BANK OF AMERICA CORP06050510491,072$2.6M1.84%
23BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHSBHPLF43,395$2.6M1.83%
24DOLLAR GENERAL CORP25667710515,122$2.6M1.81%
25CONSTELLATION BRAND CLASS ASTZ10,397$2.6M1.80%
26BOOKING HOLDINGS INCBKNG919$2.5M1.75%
27ULTA BEAUTY INC.ULTA5,220$2.5M1.73%
28THERMO FISHER SCNTFCTMO4,669$2.4M1.72%
29NXP SEMICONDUCTORS FNXPI11,611$2.4M1.68%
30VISA INC CLASS AV10,007$2.4M1.68%
31CONAGRA BRANDS INCCAG67,361$2.3M1.60%
32SALESFORCE INCCRM10,484$2.2M1.56%
33ALPHABET INC. CLASS AGOOG16,066$1.9M1.36%
34KIMCO REALTY CORP REIT49446R10996,504$1.9M1.34%
35WALT DISNEY CO25468710621,007$1.9M1.32%
36WESTERN ALLIANCE BNCWAL-PA47,331$1.7M1.22%
37SIEMENS HEALTHINEERS FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS82622J10455,734$1.6M1.11%
38SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSSNYNF29,205$1.6M1.11%
39ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSAZN18,920$1.4M0.96%
40NEWMONT CORPNEMCL28,992$1.2M0.87%
41MODERNA INCMRNA9,997$1.2M0.86%
42MASCO CORPMAS7,772$445,9570.31%
43SPDR PORTFOLIO S&P 500 ETF78464A8547,727$402,6540.28%
44TESLA INCTSLA1,245$325,9040.23%
45SPDR GOLD SHARES ETFGLD1,560$278,1010.20%
46SPDR S&P MIDCAP 400 ETFMDY569$272,5000.19%
47BROADCOM INCAVGO307$266,3010.19%
48ISHARES MORNINGSTAR MID CAP ETF4642884063,877$246,9650.17%
49CAVCO INDUSTRIES INC149568107737$217,4150.15%
50BRCLYS BK IPATH BLOOM COMMODITY ETNVXZ7,000$213,9900.15%
51FIRST TRUST ISE WATER INDEX ETF33733B1002,315$205,0400.14%
52QUALCOMM INCQCOM1,715$204,1540.14%
53GRANITESHARES GOLD ETFBAR10,500$199,6050.14%
54MSC INDL DIRECT INC CLASS A5535301061,962$186,9390.13%
55SHERWIN WILLIAMS COSHW612$162,4980.11%
56WATSCO INCWSO-B422$160,9800.11%
57ISHARES RUSSELL MID CAP GROWTH ETF4642874811,660$160,4160.11%
58ISHARES MSCI EAFE ETF4642874652,022$146,5950.10%
59NETFLIX INCNFLX300$132,1470.09%
60FORTUNE BRANDS INNOVATIOFBIN1,786$128,5030.09%
61GRTSHRS BLMBRG CMDT STRTNO K 1 ETF38747R1086,000$123,9000.09%
62EASTERLY GOVT PPTYS REIT27616P1038,500$123,2500.09%
63VANGUARD S&P 500 ETF922908363266$108,3610.08%
64CASEYS GEN STORES147528103422$102,9170.07%
65WD-40 COWDFC543$102,4370.07%
66ISHARES 20YEAR TREASURY BOND ETF464287432925$95,2200.07%
67BOEING COBA-PA450$95,0220.07%
68INVSC QQQ TRUST SRS 1 ETF IVIVZ255$94,2100.07%
69THE TRADE DESK INC CLASS A88339J1051,219$94,1310.07%
70PEAKSTONE REALTY CL E REITPKST3,346$93,4200.07%
71PRICESMART INCPSMT1,261$93,3900.07%
72SNAP ON INCSNA319$91,9330.06%
73OMNIAB INCOABIW18,000$90,5400.06%
74TRANSDIGM GROUP INCTDG100$89,4170.06%
75TYLER TECHNOLOGIESTYL212$88,2920.06%
76VISHAY INTERTECHVSH3,000$88,2000.06%
77TELEDYNE TECHNOLOGIETDY212$87,1550.06%
78APTARGROUP INCATR742$85,9680.06%
79ISHARES GLOBAL CLEAN ENERGY ETF4642882244,600$84,6400.06%
80MEXICO FUND INC5928351025,000$83,9000.06%
81SCHWAB US LARGE CAP ETF8085242011,600$83,7920.06%
82DICKS SPORTING GOODS253393102619$81,8260.06%
83LANDSTAR SYS INCLSTR422$81,2520.06%
84TRACTOR SUPPLY COMPTSCO364$80,4800.06%
85COHEN STEERS TOTAL RETUR19247R1036,871$78,4670.06%
86EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHSEMBJ5,000$77,3000.05%
87ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF105$76,0990.05%
88MC CORMICK & CO INCMKC-V851$74,2330.05%
89SPDR S&P DIVIDEND ETF78464A763600$73,5480.05%
90COGNEX CORPCGNX1,273$71,3130.05%
91ANSYS INC03662Q105212$70,0170.05%
92PROCORE TECHNOLOGIES INCPCOR1,062$69,1040.05%
93MASTERCRAFT BOAT HLDMCFT2,250$68,9630.05%
94NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHSNODK6,000$68,2800.05%
95A A O N INCAAON715$67,7890.05%
96SUPER MICRO COMPUTERSMCI250$62,3130.04%
97COOPER COMPANIES216648402149$57,1310.04%
98VALARIS LTD FVAL-WT900$56,6370.04%
99IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS45262P1022,500$56,1000.04%
100CHURCH & DWIGHT CO INC ICHD531$53,2220.04%
101VISTRA ENERGY CORPVST2,000$52,5000.04%
102VIASAT INCVSAT1,250$51,5750.04%
103DIAMOND HILL INVT GP CLASS A25264R207300$51,3900.04%
104MASIMO CORPMASI300$49,3650.03%
105CORE LABORATORIES N VCLB2,123$49,3600.03%
106DUKE ENERGY CORPDUKB550$49,3570.03%
107BURFORD CAPITAL LIMITE FBUR4,000$48,7200.03%
108CIVITAS RES INC17888H103700$48,5590.03%
109ORGANOGENESIS HOLDINGS ICLASS AORGO14,593$48,4490.03%
110GMS INC36251C103700$48,4400.03%
111ISHARES 1-3 YEAR TREASRYBOND ETF464287457586$47,5130.03%
112U HAUL HOLDING NON VOTINUHAL-B900$45,6030.03%
113PARNASSUS CORE EQUITY INSTITUTIONAL701769408818$44,3550.03%
114SKYWORKS SOLUTIONSSWKS400$44,2760.03%
115STARBUCKS CORPSBUX445$44,0820.03%
116ISHARES MSCI EMERGING MARKETS ETF4642872341,114$44,0700.03%
117CISCO SYSTEMS INCCSCO848$43,8760.03%
118PATTERSON COMPANIES7033951031,265$42,0740.03%
119INGLES MARKETS INC CLASS A457030104500$41,3250.03%
120PSHR ULTRAPRO ETF DV74347X8311,000$41,0000.03%
121SELECT SECTOR HEALTH CARE SPDR ETF81369Y209300$39,8190.03%
122ISHARES 3-7 YEAR TREASURY BOND ETF464288661332$38,2660.03%
1231STDIBS COMMON INCDIBS10,000$37,4000.03%
124EXXON MOBIL CORPXOM342$36,6800.03%
1253M COMMM357$35,7320.03%
126VERTEX PHARMACEUTICAVRTX100$35,1910.02%
127CELANESE CORPCE300$34,7400.02%
128FERROGLOBE PLC FGSM7,000$33,3900.02%
129MICRON TECHNOLOGYMU500$31,5550.02%
130PERION NETWORK LTD FPERI1,000$30,6700.02%
131SPDR SHORT TERM CORPORATE BND ETF78464A4741,030$30,3230.02%
132COCA COLA HBC LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSKO1,000$29,6800.02%
133NVIDIA CORPNVDA68$28,7650.02%
134VMWARE INC CLASS A928563402200$28,7380.02%
135MEDTRONIC PLC FMDT310$27,3110.02%
136WILLIAMS COS INC969457100775$25,2880.02%
137NORDSON CORPNDSN100$24,8180.02%
138CUTERA INC2321091081,600$24,2080.02%
139ALPHABET INC. CLASS CGOOG200$24,1940.02%
140WILLSCOT MOBILE MINI HLDCLASS AWSC500$23,8950.02%
141CROCS INCCROX200$22,4880.02%
142VANGUARD TOTAL STOCK MARKET ETF922908769100$22,0280.02%
143PFIZER INCPFE600$22,0080.02%
144UNITED AIRLINES HLDGSUNTCW400$21,9480.02%
145PEPSICO INCPEP118$21,8560.02%
146SOUTHERN COSOMN300$21,0750.01%
147AERCAP HOLDINGS NV FAER300$19,0560.01%
148ON SEMICONDUCTOR COON200$18,9160.01%
149GENERAC HOLDINGS INCGNRC125$18,6410.01%
150BOSTON BEER CO INC CLASS ASAM60$18,5060.01%
151PRUDENTIAL FINLPUKPF194$17,1150.01%
152VANGUARD DIVIDEND APPRECIATION ETF921908844103$16,6500.01%
153ZOETIS INC CLASS AZTS96$16,5320.01%
154WELLTOWER INC REITWELL200$16,1780.01%
155VANGUARD S&P 500 VALUE ETF921932703100$15,5700.01%
156VANGUARD LONG TERM BOND ETF921937793200$14,9840.01%
157NEXTERA ENERGY INCNEE-PW200$14,8400.01%
158CLOROX COCLX90$14,3140.01%
159U S BANCORPUSB-PS430$14,2070.01%
160ILLUMINA INCILMN75$14,0620.01%
161CORNING INCGLW400$14,0160.01%
162ISHARES CORE US AGGREGATE BOND ETF464287226143$14,0070.01%
163ABBVIE INCABBV100$13,4730.01%
164IBM CORPINTR100$13,3810.01%
165MISSION PRODUCE INCAVO1,100$13,3320.01%
166ISHARES MSCI ACWI ETF464288257133$12,7600.01%
167STRATGY SHARS NASDAQ 7HANDL INDX ETFSTRD582$11,8370.01%
168VGRD FTSE ALL WRLD EX USSML CAP ETF922042718100$11,0480.01%
169MASTERBRAND INCMBC886$10,3040.01%
170ALCOA CORPAA300$10,1790.01%
171VANGUARD FTSE DEVELOPED MARKETS ETF921943858200$9,2360.01%
172TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE160$9,2220.01%
173SIRIUS XM HLDGS INCSIRI2,000$9,0600.01%
174EMERSON ELECTRIC COEMR100$9,0390.01%
175TRAVERE THERAPEUTICS INCTVTX575$8,8320.01%
176VANGUARD 500 INDEX ADMIRAL92290871021$8,7750.01%
177ISHARES RUSSELL 1000 VALUE ETF46428759855$8,6810.01%
178ISHARES US REGIONAL BANKS ETF464288778250$8,4630.01%
179VANGUARD STAR INV921909107319$8,4540.01%
180BELLRING BRANDS INCBRBR200$7,3200.01%
181OKTA INC CLASS AOKTA100$6,9350.00%
182HAYWARD HOLDINGS INCHAYW500$6,4250.00%
183DRAGANFLY INC FDPRO5,000$6,4000.00%
184ABRDN ASIA PACIFIC INCOMABAKF2,150$5,8050.00%
185WORKDAY INC CLASS AWDAY25$5,6470.00%
186SERVICE NOW INCNOW10$5,6200.00%
187ISHARES TR IS 1-5 YR IN GR CR BD ETF464288646100$5,0170.00%
188SOUNDHOUND AI INC CLASS ASOUNW1,000$4,5500.00%
189LIVENT CORPLIVG100$2,7430.00%
190US STEELUNTCW100$2,5010.00%
191PHILLIPS 66PSX25$2,3850.00%
192BECTON DICKINSON&COBDX5$1,3200.00%
193MATTEL INC.MAT50$9770.00%
194CHARGEPOINT HOLDINGS INCCLASS ACHPT100$8790.00%
195MANNKIND CORPMNKD150$6110.00%
196PLUG POWER INCPLUG50$5200.00%
197RITE AID CORP767754872250$3780.00%
198IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHSIQ50$2670.00%
199COINBASE GLOBAL INC CLASS ACOIN3$2150.00%
200SILVERCORP METALS FSVM26$730.00%
201EMBECTA CORPEMBC1$220.00%
202C V SCIENCES INCCVSI100$40.00%
203BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/1610678P10455$00.00%
204TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19KMCM75$00.00%
205LUBYS INC PENDING POSSIBLE FUTURE DISTRIBUTIONS549ESC02810,000$00.00%
206WINLAND OCEAN SHIP97424P1081,250$00.00%
207BALTIA AIR LINES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 03/11/190588231052,000,000$00.00%
208NEWAGE INC XXXBANKRUPTCY EFF: 05/05/23650194103175$00.00%