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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 Q4 2023 · Filed November 2, 2023 · Accession 0001977992-23-000003

Total Value
$136.0M
Positions
203
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (203)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL72,164$12.4M9.08%
2FLEXSHARES DISCIPLINED DURTN MBS ETFFLEX408,837$8.1M5.93%
3MICROSOFT CORPMSFT20,136$6.4M4.67%
4CHEVRON CORPCVX32,958$5.6M4.09%
5ISHARES 0-5 YEAR TIPS BOND ETF46429B74756,915$5.5M4.06%
6INTUIT INCINTU8,303$4.2M3.12%
7DEERE & CODE10,319$3.9M2.86%
8AMAZON.COM INCAMZN28,134$3.6M2.63%
9MERCK & CO. INC.MRK34,239$3.5M2.59%
10NORTHROP GRUMMAN CONOC7,964$3.5M2.58%
11ISHARES BRD USD INV GRD CORP BD ETF46428862070,723$3.4M2.50%
12COSTCO WHOLESALE CO22160K1055,513$3.1M2.29%
13SEMPRASREA43,836$3.0M2.19%
14LOWES COMPANIES INC54866110714,269$3.0M2.18%
15WALMART INCWMT18,406$2.9M2.16%
16ELEVANCE HEALTH INCELV6,604$2.9M2.11%
17BOOKING HOLDINGS INCBKNG915$2.8M2.07%
18CVS HEALTH CORPCVS40,109$2.8M2.06%
19CONSTELLATION BRAND CLASS ASTZ10,449$2.6M1.93%
20JPMORGAN CHASE & COVYLD17,970$2.6M1.92%
21ADVANCED MICRO DEVICES IAMD25,188$2.6M1.90%
22AMETEK INCAME17,399$2.6M1.89%
23BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHSBHPLF44,130$2.5M1.85%
24ABBOTT LABORATORIESABLZF25,155$2.4M1.79%
25BANK OF AMERICA CORP06050510488,245$2.4M1.78%
26THERMO FISHER SCNTFCTMO4,646$2.4M1.73%
27NXP SEMICONDUCTORS FNXPI11,685$2.3M1.72%
28GENERAL ELECTRIC CO36960430121,129$2.3M1.72%
29VISA INC CLASS AV10,040$2.3M1.70%
30ALPHABET INC. CLASS AGOOG16,481$2.2M1.59%
31SALESFORCE INCCRM10,546$2.1M1.57%
32ULTA BEAUTY INC.ULTA5,261$2.1M1.55%
33WESTERN ALLIANCE BNCWAL-PA43,311$2.0M1.46%
34CONAGRA BRANDS INCCAG68,502$1.9M1.38%
35WALT DISNEY CO25468710621,100$1.7M1.26%
36KIMCO REALTY CORP REIT49446R10994,725$1.7M1.23%
37SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSSNYNF28,800$1.5M1.14%
38SIEMENS HEALTHINEERS FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS82622J10455,138$1.4M1.03%
39ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSAZN19,402$1.3M0.97%
40CHENIERE ENERGY INCLNG7,701$1.3M0.94%
41MODERNA INCMRNA9,988$1.0M0.76%
42SPDR PORTFOLIO S&P 500 ETF78464A8549,354$470,1320.35%
43MASCO CORPMAS7,772$415,4130.31%
44TESLA INCTSLA1,288$322,2830.24%
45SPDR GOLD SHARES ETFGLD1,560$267,4620.20%
46BROADCOM INCAVGO307$254,9880.19%
47ISHARES MORNINGSTAR MID CAP ETF4642884064,065$246,2980.18%
48SPDR S&P MIDCAP 400 ETFMDY500$228,3200.17%
49BRCLYS BK IPATH BLOOM COMMODITY ETNVXZ7,000$224,9800.17%
50FIRST TRUST ISE WATER INDEX ETF33733B1002,315$191,5660.14%
51QUALCOMM INCQCOM1,715$190,4680.14%
52MSC INDL DIRECT INC CLASS A5535301061,714$168,2290.12%
53ISHARES MSCI EAFE ETF4642874652,378$163,8920.12%
54SHERWIN WILLIAMS COSHW612$156,0910.11%
55ISHARES RUSSELL MID CAP GROWTH ETF4642874811,660$151,6500.11%
56CAVCO INDUSTRIES INC149568107502$133,3610.10%
57GRTSHRS BLMBRG CMDT STRTNO K 1 ETF38747R1086,000$129,5400.10%
58ISHARES 20 PLS YEAR TREASURY BND ETF4642874321,425$126,3830.09%
59NETFLIX INCNFLX300$113,2800.08%
60FORTUNE BRANDS INNOVATIOFBIN1,786$111,0180.08%
61VANGUARD S&P 500 ETF922908363267$104,7370.08%
62BLACKSTONE REAL ESTATE INCOME TRUST CLASS IBX6,426$95,7010.07%
63PRICESMART INCPSMT1,261$93,8560.07%
64INVSC QQQ TRUST SRS 1 ETF IVIVZ255$91,4870.07%
65GRANITESHARES GOLD ETFBAR5,000$91,4000.07%
66BOEING COBA-PA450$86,2560.06%
67TRANSDIGM GROUP INCTDG100$84,3130.06%
68MEXICO FUND INC5928351025,000$82,3500.06%
69SCHWAB US LARGE CAP ETF8085242011,600$80,9600.06%
70EASTERLY GOVT PPTYS REIT27616P1037,000$80,0100.06%
71OMNIAB INCOABIW15,000$77,8500.06%
72WD-40 COWDFC368$74,7920.05%
73PHINIA INCPHIN2,750$73,6730.05%
74COHEN STEERS TOTAL RETUR19247R1036,871$72,0080.05%
75THE TRADE DESK INC CLASS A88339J105900$70,3350.05%
76SPDR S&P DIVIDEND ETF78464A763600$69,0060.05%
77SUPER MICRO COMPUTERSMCI250$68,5550.05%
78ISHARES GLOBAL CLEAN ENERGY ETF4642882244,600$67,2520.05%
79WATSCO INCWSO-B173$65,3460.05%
80VISHAY INTERTECHVSH2,600$64,2720.05%
81NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHSNODK6,000$62,1000.05%
82ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF105$61,8090.05%
83VALARIS LTD FVAL-WT800$59,9840.04%
84VISTRA ENERGY CORPVST1,750$58,0650.04%
85CIVITAS RES INC17888H103700$56,6090.04%
86PROCORE TECHNOLOGIES INCPCOR863$56,3710.04%
87BURFORD CAPITAL LIMITE FBUR4,000$56,0000.04%
88PEAKSTONE REALTY CL E REITPKST3,346$55,6770.04%
89APTARGROUP INCATR442$55,2680.04%
90EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHSEMBJ4,000$54,8800.04%
91MASTERCRAFT BOAT HLDMCFT2,250$49,9950.04%
92DUKE ENERGY CORPDUKB550$48,5430.04%
93U HAUL HOLDING NON VOTINUHAL-B900$47,1510.03%
94CISCO SYSTEMS INCCSCO848$45,5880.03%
95GMS INC36251C103700$44,7790.03%
96ISHARES MSCI EMERGING MARKETS ETF4642872341,175$44,5910.03%
97INSPERITY INCNSP450$43,9200.03%
98PARNASSUS CORE EQUITY INSTITUTIONAL701769408820$42,9170.03%
99NVIDIA CORPNVDA98$42,6290.03%
100SPROTT URANIUM MINERS ETFSII900$42,4530.03%
101STARBUCKS CORPSBUX445$40,6150.03%
102EXXON MOBIL CORPXOM342$40,2120.03%
103ISHARES MBS ETF464288588450$39,9600.03%
104SKYWORKS SOLUTIONSSWKS400$39,4360.03%
105SELECT SECTOR HEALTH CARE SPDR ETF81369Y209300$38,6220.03%
106CELANESE CORPCE300$37,6560.03%
107FERROGLOBE PLC FGSM7,000$36,4000.03%
108PSHR ULTRAPRO ETF DV74347X8311,000$35,6200.03%
109VERTEX PHARMACEUTICAVRTX100$34,7740.03%
110ISHARES 3-7 YEAR TREASURY BOND ETF464288661303$34,2870.03%
111MICRON TECHNOLOGYMU500$34,0150.03%
112DIAMOND HILL INVT GP CLASS A25264R207200$33,7140.02%
113IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS45262P1021,500$30,6900.02%
114PERION NETWORK LTD FPERI1,000$30,6300.02%
115LANDSTAR SYS INCLSTR173$30,6110.02%
116SPDR SHORT TERM CORPORATE BND ETF78464A4741,030$30,2000.02%
117CHURCH & DWIGHT CO INC ICHD316$28,9550.02%
118COOPER COMPANIES21664840289$28,3030.02%
119ALPHABET INC. CLASS CGOOG200$26,3700.02%
120MASIMO CORPMASI300$26,3040.02%
1213M COMMM280$26,2140.02%
122WILLIAMS COS INC969457100775$26,1100.02%
123ANSYS INC03662Q10587$25,8870.02%
124BOSTON BEER CO INC CLASS ASAM60$23,3720.02%
125VIASAT INCVSAT1,250$23,0750.02%
126NORDSON CORPNDSN100$22,3170.02%
127AMERICAN COASTAL INSURANACIC3,000$22,0800.02%
128VANGUARD TOTAL STOCK MARKET ETF922908769100$21,2410.02%
129CORE LABORATORIES N VCLB867$20,8170.02%
130PEPSICO INCPEP118$19,9940.01%
131PFIZER INCPFE600$19,9020.01%
132SOUTHERN COSOMN300$19,4160.01%
133AERCAP HOLDINGS NV FAER300$18,8010.01%
134ON SEMICONDUCTOR COON200$18,5900.01%
135PRUDENTIAL FINLPUKPF194$18,4090.01%
136FTAI FIN HOLDCO LTD FFTAIN500$17,7750.01%
137CROCS INCCROX200$17,6460.01%
138BOOT BARN HOLDINGSBOOT210$17,0500.01%
139TREX CO INCTREX275$16,9480.01%
140UNITED AIRLINES HLDGSUNTCW400$16,9200.01%
141ZOETIS INC CLASS AZTS96$16,7020.01%
142WELLTOWER INC REITWELL200$16,3840.01%
143VANGUARD DIVIDEND APPRECIATION ETF921908844103$16,0050.01%
144ABBVIE INCABBV100$14,9060.01%
145VANGUARD S&P 500 VALUE ETF921932703100$14,8690.01%
146U S BANCORPUSB-PS430$14,2160.01%
147IBM CORPINTR100$14,0300.01%
148GENERAC HOLDINGS INCGNRC125$13,6200.01%
149ISHARES CORE US AGGREGATE BOND ETF464287226143$13,4480.01%
150VANGUARD LONG TERM BOND ETF921937793200$13,4120.01%
151ISHARES MSCI ACWI ETF464288257140$12,9320.01%
152CORNING INCGLW400$12,1880.01%
153ORGANOGENESIS HOLDINGS ICLASS AORGO3,750$11,9250.01%
154CLOROX COCLX90$11,7950.01%
155NEXTERA ENERGY INCNEE-PW200$11,4580.01%
156STRATGY SHARS NASDAQ 7HANDL INDX ETFSTRD593$11,3230.01%
157ISHARES 1-3 YEAR TREASRYBOND ETF464287457134$10,8500.01%
158MASTERBRAND INCMBC886$10,7650.01%
159MISSION PRODUCE INCAVO1,100$10,6480.01%
160VGRD FTSE ALL WRLD EX USSML CAP ETF922042718100$10,6200.01%
161TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE160$10,5220.01%
162ILLUMINA INCILMN75$10,2960.01%
163EMERSON ELECTRIC COEMR100$9,6570.01%
164SHARKNINJA INC FSN200$9,2720.01%
165SIRIUS XM HLDGS INCSIRI2,000$9,0400.01%
166VANGUARD FTSE DEVELOPED MARKETS ETF921943858200$8,7440.01%
167US TREASURY 6 MONTH BILLETF74933W460174$8,7260.01%
168ALCOA CORPAA300$8,7180.01%
169VANGUARD 500 INDEX ADMIRAL92290871021$8,4550.01%
170ISHARES US REGIONAL BANKS ETF464288778250$8,4000.01%
171ISHARES RUSSELL 1000 VALUE ETF46428759855$8,3500.01%
172BELLRING BRANDS INCBRBR200$8,2460.01%
173OKTA INC CLASS AOKTA100$8,1510.01%
174VANGUARD STAR INV921909107319$8,1130.01%
175HAYWARD HOLDINGS INCHAYW500$7,0500.01%
176SERVICE NOW INCNOW10$5,5900.00%
177WORKDAY INC CLASS AWDAY25$5,3710.00%
178ABRDN ASIA PACIFIC INCOMABAKF2,150$5,2680.00%
179TRAVERE THERAPEUTICS INCTVTX575$5,1410.00%
180ISHARES TR IS 1-5 YR IN GR CR BD ETF464288646100$4,9830.00%
181META PLATFORMS INC CLASS AMETA15$4,5030.00%
182DRAGANFLY INC FDPRO5,000$3,8450.00%
183US STEELUNTCW100$3,2480.00%
184PHILLIPS 66PSX25$3,0040.00%
185LIVENT CORPLIVG100$1,8410.00%
186BECTON DICKINSON&COBDX5$1,2930.00%
187MATTEL INC.MAT50$1,1020.00%
188MANNKIND CORPMNKD150$6200.00%
189CHARGEPOINT HOLDINGS INCCLASS ACHPT100$4970.00%
190MAPLEBEAR INCCART13$3860.00%
191PLUG POWER INCPLUG50$3800.00%
192IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHSIQ50$2370.00%
193RITE AID CORP767754872250$1120.00%
194SILVERCORP METALS FSVM26$610.00%
195EMBECTA CORPEMBC1$150.00%
196C V SCIENCES INCCVSI100$50.00%
197WINLAND OCEAN SHIP97424P1081,250$00.00%
198NEWAGE INC XXXBANKRUPTCY EFF: 05/05/23650194103175$00.00%
199BALTIA AIR LINES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 03/11/190588231052,000,000$00.00%
200CRESTWOOD E LP-CONTRA226CON0228,000$00.00%
201LUBYS INC PENDING POSSIBLE FUTURE DISTRIBUTIONS549ESC02810,000$00.00%
202BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/1610678P10455$00.00%
203TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19KMCM75$00.00%