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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 2024 · Filed January 15, 2025 · Accession 0001977992-25-000001

Total Value
$171.3M
Positions
194
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (194)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL69,154$17.3M10.11%
2NVIDIA CORPNVDA73,843$9.9M5.79%
3MICROSOFT CORPMSFT20,344$8.6M5.01%
4ISHARES BRD USD INV GRD CORP BD ETF464288620162,723$8.2M4.78%
5AMAZON.COM INCAMZN27,388$6.0M3.51%
6ALPHABET INC CLASS AGOOG31,056$5.9M3.43%
7ISHARES 0-5 YEAR TIPS BOND ETF46429B74753,593$5.4M3.15%
8FLEXSHARES DISCIPLINED DURTN MBS ETFFLEX263,814$5.3M3.12%
9COSTCO WHSL CORP NEW22160K1055,351$4.9M2.86%
10WALMART INCWMT52,643$4.8M2.78%
11BOOKING HLDGS INCBKNG863$4.3M2.50%
12DEERE & CODE9,828$4.2M2.43%
13META PLATFORMS INC CLASS AMETA6,721$3.9M2.30%
14JPMORGAN CHASE & COVYLD16,199$3.9M2.27%
15BANK OF AMERICA CORP06050510487,885$3.9M2.25%
16LOWES COS INC54866110713,793$3.4M1.99%
17STRYKER CORPSYK9,439$3.4M1.98%
18NORTHROP GRUMMAN CORPNOC7,152$3.4M1.96%
19GE AEROSPACE36960430119,763$3.3M1.92%
20VISA INC CLASS AV9,728$3.1M1.79%
21ADVANCED MICRO DEVICE INAMD25,319$3.1M1.79%
22AMETEK INC NEWAME16,353$2.9M1.72%
23MERCK & CO. INC.MRK29,373$2.9M1.71%
24CHEVRON CORP NEWCVX16,239$2.4M1.37%
25ELEVANCE HEALTH INCELV6,237$2.3M1.34%
26NXP SEMICONDUCTORS N V FNXPI11,012$2.3M1.34%
27THERMO FISHER SCIENTIFICTMO4,207$2.2M1.28%
28CHENIERE ENERGY INCLNG9,533$2.0M1.20%
29SALESFORCE INCCRM5,981$2.0M1.17%
30MSCI INCMSCI3,325$2.0M1.16%
31ABBOTT LABSABLZF14,758$1.7M0.97%
32ULTA BEAUTY INCULTA3,724$1.6M0.95%
33PULTEGROUP INC74586710114,274$1.6M0.91%
34AUTOZONE INCAZO485$1.6M0.91%
35SEMPRASREA16,282$1.4M0.83%
36OTIS WORLDWIDE CORPOTIS15,230$1.4M0.82%
37WILLIAMS SONOMA INCWSM7,367$1.4M0.80%
38KIMCO RLTY CORP REIT49446R10946,292$1.1M0.63%
39INVSC QQQ TRUST SRS 1 ETFIVZ2,121$1.1M0.63%
40FISERV INCFISV5,070$1.0M0.61%
41ZOETIS INC CLASS AZTS6,267$1.0M0.60%
42SPDR S&P 500 ETF IVSPY1,705$999,2670.58%
43UBS GROUP AG FUBS32,061$972,0900.57%
44EVERCORE INC CLASS AEVR3,433$951,5940.56%
45ELI LILLY AND COLLY1,227$947,2440.55%
46SHERWIN-WILLIAMS COSHW2,699$917,4720.54%
47CONSTELLATION BRANDS INCCLASS ASTZ4,085$902,7850.53%
48BROADCOM INCAVGO3,520$816,0770.48%
49VANGUARD S&P 500 ETF9229083631,447$779,6590.46%
50SPDR PORTFOLIO S&P 500 ETF78464A85410,836$747,0340.44%
51MERCADOLIBRE INCMELI438$744,7930.43%
52CADENCE DESIGN SYS INCCDNS2,426$728,9160.43%
53HERSHEY COHSY4,223$715,1660.42%
54INTUITINTU1,105$694,4930.41%
55EAGLE MATLS INC26969P1082,557$630,9660.37%
56HOLOGIC INCHOLX8,348$601,8080.35%
57UBER TECHNOLOGIES INCUBER9,642$581,6060.34%
58SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSSNYNF11,987$578,1340.34%
59MASCO CORPMAS7,892$572,7230.33%
60TESLA INCTSLA1,203$485,8200.28%
61ISHARES MORNINGSTAR MID CAP ETF4642884063,931$291,9170.17%
62NETFLIX INCNFLX305$271,8530.16%
63QUALCOMM INCQCOM1,695$260,3860.15%
64VANGUARD S&P 500 VALUE ETF9219327031,350$249,0890.15%
65FIRST TRUST ISE WATER INDEX ETF33733B1002,315$236,2460.14%
66SPDR S&P MIDCAP 400 ETF IVMDY401$228,4020.13%
67ISHARES RUSSELL MID CAP GROWTH ETF4642874811,661$210,4190.12%
68VANGUARD SMALL CAP VALUEETF9229086111,000$198,1800.12%
69ISHARES MSCI EAFE ETF4642874652,569$194,2430.11%
70ISHARES RUSSELL 2000 ETF464287655800$176,7680.10%
71TRANSDIGM GROUP INCTDG100$126,7280.07%
72SCHWAB US LARGE CAP ETF8085242014,800$111,2640.06%
73ISHARES CORE US AGGREGATE BOND ETF4642872261,130$109,4970.06%
74SPDR S&P DIVIDEND ETF78464A763600$79,2600.05%
75PROSHARES ULTRAPRO QQQ ETF74347X8311,000$79,1300.05%
76FTAI AVIATION LTD FFTAIN500$72,0200.04%
77DISNEY WALT CO254687106615$68,4810.04%
78FORTUNE BRANDS INNOVATIOFBIN893$61,0190.04%
79AXON ENTERPRISE INCAXON100$59,4320.03%
80DUKE ENERGY CORP NEWDUKB500$53,8700.03%
81ISHARES GLOBAL CLEAN ENERGY ETF IV4642882244,600$52,3480.03%
82SMUCKER J M CO832696405475$52,3070.03%
83MICRON TECHNOLOGY INCMU600$50,4960.03%
84NVR INCNVR6$49,0740.03%
85ISHARES MSCI EMERGING MARKETS ETF4642872341,142$47,7590.03%
86PALANTIR TECHNOLOGIES INCLASS APLTR620$46,8910.03%
87PFIZER INCPFE1,733$45,9720.03%
88SIMON PPTY GROUP INC NEWREIT828806109250$43,0530.03%
89WILLIAMS COS INC969457100775$41,9430.02%
90CATERPILLAR INCCAT115$41,7180.02%
91CAVCO INDS INC DEL14956810790$40,1610.02%
92UNITED AIRLINES HLDGSUNTCW400$38,8400.02%
93ALPHABET INC CLASS CGOOG200$38,0880.02%
94BLACKSTONE REAL ESTATE INCOME TRUST CLASS IBX2,680$37,3050.02%
95PEAKSTONE REALTY CL E REITPKST3,346$37,0410.02%
963M COMMM280$36,1460.02%
97SKYWORKS SOLUTIONS INCSWKS400$35,4720.02%
98GLOBAL X US INFRA DVLPMNT ETF37954Y673801$32,3690.02%
99SPDR SHORT TERM CORPORATE BND ETF78464A4741,023$30,5470.02%
100SHARKNINJA INC FSN300$29,2080.02%
101AERCAP HOLDINGS N V FAER300$28,7100.02%
102WD 40 COWDFC115$27,9090.02%
103ILLUMINA INCILMN200$26,7260.02%
104US TREASURY 6 MONTH BILLETF74933W460520$26,0190.02%
105TJX COS INC NEW872540109215$25,9750.02%
106CROWDSTRIKE HLDGS INC CLASS ACRWD75$25,6620.01%
107WELLTOWER INC REITWELL200$25,2060.01%
108STARBUCKS CORPSBUX275$25,0940.01%
109SOUTHERN COSOMN300$24,6960.01%
110ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF35$24,2580.01%
111RTX CORPRTX200$23,1440.01%
112PRUDENTIAL FINL INCPUKPF194$22,9950.01%
113DOLLAR GEN CORP NEW256677105300$22,7460.01%
114PEPSICO INCPEP148$22,5050.01%
115LESLIES INC52706410910,000$22,3000.01%
116IBM CORPINTR100$21,9830.01%
117CROCS INCCROX200$21,9060.01%
118GENERAC HLDGS INCGNRC125$19,3820.01%
119CORNING INCGLW400$19,0080.01%
120BOSTON BEER INC CLASS ASAM60$17,9990.01%
121ABBVIE INCABBV100$17,7700.01%
122BOEING COBA-PA100$17,7000.01%
123ORGANOGENESIS HLDGS INC CLASS AORGO5,452$17,4470.01%
124CONAGRA BRANDS INCCAG625$17,3440.01%
125VANECK SEMICONDUCTOR ETF92189F67671$17,1950.01%
126ISHARES 7-10 YEAR TRSURYBOND ETF464287440176$16,2720.01%
127ISHARES CURRENCY HEDG MSCI EAFE ETF46434V803440$15,2900.01%
128BELLRING BRANDS INCBRBR200$15,0680.01%
129SPDR S&P HOMEBUILDERS ETF IV78464A888144$15,0480.01%
130CLOROX COCLX90$14,6170.01%
131SPDR GOLD SHARES ETFGLD60$14,5280.01%
132NEXTERA ENERGY INCNEE-PW200$14,3380.01%
133PACER DEVLP MRT INTR CSHCW 100 ETF69374H873484$14,1280.01%
134GLOBAL X URANIUM ETF37954Y871498$13,3370.01%
135AMERICAN EAGLE OUTFITTERAEO800$13,3360.01%
136TECHNOLOGY SELECT SECTORSPDR ETF IV81369Y80356$13,0220.01%
137JOHNSON & JOHNSONJNJ90$13,0160.01%
138ALASKA AIR GROUP INCALK200$12,9500.01%
139WESTERN ALLIANCE BANCORPWAL-PA155$12,9490.01%
140PACER US SMALL CAP CASH COWS 100 ETF69374H857287$12,6310.01%
141ON SEMICONDUCTOR CORPON200$12,6100.01%
142THE CAMPBELL'S COCPB300$12,5640.01%
143EMERSON ELEC COEMR100$12,3930.01%
144CAVA GROUP INCCAVA108$12,1830.01%
145ISHARES 3-7 YEAR TRERY BOND ETF464288661102$11,7870.01%
146ISHARES INTEREST RATE HDG HI BND ETF46431W606136$11,7440.01%
147INVSC TOTAL RETURN BOND ETFIVZ253$11,7400.01%
148BRISTOL MYERS SQUIBB COCELG-RI200$11,3120.01%
149SERVICENOW INCNOW10$10,6020.01%
150PACER US LRGE CAP CSH COWS ETF69374H360304$9,7410.01%
151SPDR S&P CAPITAL MARKETSETF78464A77170$9,6390.01%
152KINDER MORGAN INC DELEP-PC350$9,5900.01%
153GLOBAL X FUND GLB X ART INTL TGY ETF37954Y632234$9,0420.01%
154HP INCHPQ275$8,9740.01%
155DIGITAL RLTY TR INC REIT25386810350$8,8670.01%
156TOLL BROS INCTOL70$8,8170.01%
157TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE160$8,7200.01%
158GXO LOGISTICS INCGXO200$8,7000.01%
159GLOBAL X CYBERSECURITY ETF37954Y384270$8,6650.01%
160SPDR S&P EMERGING MARKETS DIVID ETF78463X533225$7,9370.00%
161PACER US CASH COWS 100 ETF69374H881140$7,9080.00%
162OKTA INC CLASS AOKTA100$7,8800.00%
163ISHARES INTE RAT HED LNGTRM COR ETF46431W812318$7,7340.00%
164ISHARES MSCI GLO GOLD MINERS ETF IV46434G855274$7,7030.00%
165HAYWARD HLDGS INCHAYW500$7,6450.00%
166NEWLAKE CAP PARTNERS INC651495103424$7,4200.00%
167ISHARES RUSSELL 1000 VALUE ETF IV46428759836$6,6650.00%
168MASTERBRAND INCMBC443$6,4730.00%
169WORKDAY INC CLASS AWDAY25$6,4510.00%
170ISHARES TR IS 1-5 YR IN GR CR BD ETF464288646100$5,1700.00%
171ISHARES MSCI ACWI ETF46428825740$4,7000.00%
172SOLVENTUM CORPSOLV70$4,6250.00%
173SIRIUSXM HLDGS INC CLASS EQUITY829933100200$4,5600.00%
174QRAFT AI ENHNCD US LRG CAP MNTM ETF30151E780100$4,5180.00%
175VISTRA CORPVST31$4,1610.00%
176UNITED STS STL CORP NEWUNTCW100$3,3990.00%
177PHILLIPS 66PSX25$2,8490.00%
178NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSNONOF27$2,3230.00%
179UNITY SOFTWARE INCU100$2,2470.00%
180GEELY AUTOMOBILE H ORDFG3777B1031,000$1,9090.00%
181ISHARES 1-3 YEAR TREASRYBOND ETF46428745722$1,8040.00%
182ATKORE INCATKR20$1,6690.00%
183O REILLY AUTOMOTIVE INC67103H1071$1,1860.00%
184BECTON DICKINSON & COBDX5$1,1350.00%
185MOBILEYE GLOBAL INC CLASS AMBLY50$9960.00%
186MANNKIND CORPMNKD150$9650.00%
187MAPLEBEAR INCCART23$9530.00%
188MATTEL INCMAT50$8870.00%
189MODERNA INCMRNA20$8320.00%
190GRAIL INC CLASS EQUITYGRAL33$5900.00%
191PLUG PWR INCPLUG50$1070.00%
192IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHSIQ50$1010.00%
193SILVERCORP METALS INC FSVM26$780.00%
194EMBECTA CORPEMBC1$210.00%