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Samira Kadam

Trivant Custom Portfolio Group, Llc

Assets Managed
$182.398M
Holdings
82
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
5.05%(2Q avg: -2.85%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trivant Custom Portfolio Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Trivant Custom Portfolio Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 182.398M in assets, with a quarterly growth rate of 5.05% and a 2-quarter average growth rate of -2.85%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.51%
8.68%
$15.827M
62,363 shares@ $253.79 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
New Position
5.1%
$9.3M
89,914 shares@ $103.43 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -21.27%
4.64%
$8.456M
48,488 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.4%
4.04%
$7.351M
25,565 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.95%
3.97%
$7.229M
19,529 shares@ $370.17 avg price
USIG
Ishares Broad Usd Investment
Recent Activity
Decreased -24.41%
3.72%
$6.777M
132,280 shares@ $51.23 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.76%
3.43%
$6.238M
50,197 shares@ $124.28 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.1%
2.96%
$5.393M
25,894 shares@ $208.27 avg price
SWVXX
Schwab Value Adv Money-inv
Recent Activity
New Position
2.91%
$5.299M
5.299M shares@ $1.0 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.53%
2.83%
$5.161M
5,179 shares@ $996.44 avg price

1-10 of 82